Altruist, which launched its own self-clearing platform earlier this year, has eliminated the $1 per account per month portfolio accounting fee for advisors who custody with the firm. That gives the ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Altruist, which launched its self-clearing platform earlier this year, announced new integrations with Orion’s portfolio accounting software, Orion’s Redtail CRM, Kwanti’s portfolio analytics and ...

Custodian Altruist has dropped its portfolio accounting software (PAS) fees for all its brokerage accounts.. The company, which is a newcomer to the custodian marketplace, says it made the move to ...

Top 100 Firm Dean Dorton has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, Texas, to expand its portfolio of specialized accounting software and ERP solutions.