Altafid
Altafid offers a suite of business tools and individual modules designed to enhance tech stacks, providing financial advisors with interconnected tools to simplify decision-making and reduce operational costs.
Services
Altafid offers a comprehensive suite of business tools and individual modules designed to enhance existing tech stacks for financial advisors and wealth management firms. Their services include overlay management, OCIO, back-office professionals on-demand, compliance lockers, and client portals. The platform also supports various investment strategies from leading asset managers and facilitates seamless integration with third-party providers through its marketplace.
API-First Strategy and Technology
Altafid leverages an API-first strategy and cloud-native technology to enable unlimited business expansion and improvement. This approach allows users to integrate Altafid's suite of tools with their existing technology infrastructure easily. By focusing on modern technological solutions, Altafid ensures that financial advisors can simplify decision-making processes and reduce operational costs while providing a global perspective through data and data analytics.
Global Offices
Altafid operates from two strategic locations: Austin, US, and Santiago, Chile. These offices support their global operations and allow them to serve a diverse clientele effectively. The presence in both North and South America enables Altafid to offer tailored solutions to financial advisors and wealth management firms across different regions.
Partnerships with Custodian Banks
Altafid partners with notable custodian banks such as BNY Mellon, Charles Schwab, and Apex Fintech Solutions. These partnerships enhance Altafid's ability to offer a wide variety of investment strategies and provide robust, secure services to its clients. These collaborations ensure that clients have access to reliable custodial services, which are critical for effective wealth management.
Wealth Management Platform
Altafid's wealth management platform is designed to help banks diversify their service offerings and optimize their existing wealth management departments. The platform includes features like contact management, portfolio design, custom investment models, and risk assessment. It supports breakaway and new RIA firms with essential business tools and outsourced service offerings, enabling them to modernize their technological infrastructure and forge strategic alliances with smaller firms or breakaways.