Altus Features
Functionality that is easy to use
- Drill down facility on all inquiry screens
- Build in drag- and- drop report writer
- Filter your reports for any date range
- Print address labels from client contact information
- Export data to windows application such as Excel and Word
- Client contact information with signature verification and client photo
- Assign any number of portfolios to groups for reporting and analysis
- Allocate trade orders for a group using a flexible set of criteria
Solutions for the financial professional / Institution
- Portfolio managers
- Investment advisors
- Brokerage firms
- Corporations
- Financial planners
- Mutual fund managers
- Foundations
- Hedge funds
- Professional investor
Contact Manager
- Broad choice of contact types
- Build in calendar
- Automatic updates to-do-list
- Events by category and name
- Quick view of client positions
- Prospect manager
- Fully intergraded with portfolio management
