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TAILORED SOLUTIONS

One platform. Multiple possibilities.

Not every team works the same way — and that’s exactly why Altafid was built to adapt. Whether you're a solo advisor or part of a large institution, our platform offers flexible modules designed to support your unique workflows.

Component 3
Custom Portals
Client and Partner Portals Tailored to Your Needs


Component 6
Relationship Management
Contacts, Tasks, and Calendar


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Component 8
Onboarding
Digital Forms and Electronic Signatures

 

Component 11
Risk Assessment
Tolerance and Capacity


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Component 2
Portfolio Design
Models, Mutual Funds, UMAs, and Marketplace


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Component 4-1
Regulatory Compliance
Monitoring and Reporting


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Component 7-1
Analytics
Custom Reports and Dashboards
Component 12-1
Document Management
Storage and Version Control

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Component 9
Business Alerts
Deviations, Events, and Severity Levels
Component 13
Trading
Rebalancing, Trade Execution & Reconciliation

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Component 5-1
Operations
Flexible Fees, Invoicing, Grouping, and Payments

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Component 10
Education
Certifications and Continuing Education Courses

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