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WHO WE SERVE

Aligned to your needs

Our platform's tools, products, and services are fully adaptable to your firm's specific requirements. Upholding the highest standards of service quality and prioritizing customer success are the cornerstones of our commitment.
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RIAs

Accelerate Growth & Efficiency for your RIA Firm. Altafid’s platform is designed to empower RIA firms with the right tools and technology:

  • Enhance Client Experiences: Deliver unparalleled client service with advanced technology and a broad range of services.
  • Drive Business Growth: Fuel revenue through partnerships with breakaway advisors and expand your product offerings through our third-party marketplace.
  • Modernize Infrastructure: Upgrade your technology to meet your firm's specific needs.
  • Scale Operations Efficiently: Improve efficiency, reduce errors, and cut costs.
  • Expand Global Reach: Serve global clients with multi-language and multi-currency support.
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International Single and Multi-Family Offices

Empower Your Business with Global Capabilities. Altafid’s platform enhances operations by automating tasks and offering access to US, international, and domestic markets:

  • Streamlines Operations: Automate account openings, account maintenance, reconciliation, rebalancing, and trade execution.
  • Facilitates Strategic Collaboration: Collaborate with US-based RIAs to expand service offerings.
  • Expands Investment Opportunities: Access domestic and international investments for diversified wealth management.
  • Consolidated Portfolio View: Manage both domestic and international portfolios in one platform.
  • Multi-Language & Multi-Currency: Cater to global clients with diverse needs.
  • Ensures Compliance: Adhere to both US and international regulations with ease.
  • Driving Success: Expand global reach, grow business, optimize efficiency, and access new markets.
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Enterprises

Unlock New Revenue Streams and Enhance Client Engagement. Altafid’s platform helps enterprises revolutionize wealth management:

  • Seamless Access to Diverse Marketplaces: Offer domestic and international investment solutions through an integrated marketplace.
  • State-of-the-Art Technology: Optimize operations, reduce costs, and elevate client engagement.
  • Elevate Wealth Management Capabilities: Enhance existing departments with innovative features.
  • Accelerate Growth & Client Retention: Expand offerings and boost client satisfaction.
  • Attract Top Talent: Build strategic partnerships to bring in and retain advisors.
  • Foster Collaborative Partnerships: Develop mutually beneficial relationships with independent advisors.
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Breakaways

Empower Your Independent Practice. Altafid’s platform offers breakaway advisors the tools they need for success:

  • Optimize Portfolio Management: Manage day-to-day operations in one easy-to-use platform.
  • Streamline Billing & Revenue Management: Simplify billing and revenue processes.
  • Enhance Client Relationships: Build strong relationships with advanced CRM capabilities.
  • Diversify Product Offerings: Access a diverse investment marketplace.
  • Tailored Onboarding & Transition Support: Enjoy a smooth transition to independence.
  • Scalable Solutions: Adapt to your business's growth with flexible features.
  • Achieve Your Goals: Build a thriving practice, strengthen client relationships, and drive revenue growth.

Ready to Elevate your business?

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