SOLUCIONES

Soluciones realmente alineadas a tus necesidades

Las funcionalidades, productos y servicios de nuestra plataforma son totalmente adaptables a los requisitos específicos de tu empresa. Nuestro compromiso es mantener el más alto estándar de calidad de servicio y priorizar el éxito de nuestros clientes.

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.

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.

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.

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.