Tag : Jason Wenk

Sowell Management Adds Altruist as Enterprise Custodial Partner
Finance Investments News

Sowell Management Adds Altruist as Enterprise Custodial Partner

PR Newswire
by PR Newswire0
Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that it has partnered with Altruist to offer custodial services and support to the firm’s advisors.......
Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals
Artificial Intelligence Finance News

Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals

Business Wire
by Business Wire0
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors. With this launch, Altruist delivers an intuitive tool that streamlines advisor productivity by......
Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion
Finance Fintech News Trading

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Business Wire
by Business Wire0
New integrations enable real-time execution and full operational visibility for enterprise RIAs Altruist, the modern custodian built for RIAs, today announced new institutional-grade FIX trading integrations with Orion and Advyzon. These integrations allow for orders to be submitted in real-time for execution at Altruist from the platforms advisors already use—eliminating......
Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average
Finance Fintech News

Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average*

Business Wire
by Business Wire0
In addition to 5.10% APY, Altruist Cash users get access to FDIC insurance through partner banks—up to $1 million for individual accounts and $2 million for joint accounts—and same day transfers. Altruist, the modern custodian for RIAs, launches Altruist Cash, its native cash management solution. The announcement comes just weeks......
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