Advisor Workflows and Best Practices with Altruist

Join Brad Sparks, Enterprise Sales Director at Altruist, and Jeremy Eppley, CFA, CFP®, CPWA®, MSFP, Founder & CEO of Silverstone Financial and longtime Altruist power user, for an interactive session on how firms can streamline investment management, simplify custodial operations, and create an exceptional client experience along the way.

 Jeremy will walk through the workflows, best practices, and productivity tips that his firm uses every day to manage investments in Altruist, from account opening and transfers to portfolio management, rebalancing, and reporting. You'll also hear how he approaches advanced portfolio strategies such as direct indexing, household-level management, and alternatives, while leveraging automation to scale.

Brad will share insights into Altruist's evolving platform, highlight upcoming innovations, and answer your questions during an extended live Q&A.

In this session, you'll learn:

• Best practices for account transfers and day-to-day custodial operations

• How to streamline portfolio rebalancing, fee billing, and performance reporting

• Ways to automate investment management workflows, including direct indexing, household-level management, and alternatives
  

• Productivity tips from an experienced firm owner and Altruist power user

• What's coming next on Altruist's product roadmap

• Answers to your questions during an extended live Q&A

Whether you're already using Altruist or evaluating custodial technology for your firm, you'll leave with real-world strategies you can implement to operate more efficiently, scale your practice, and deliver a better client experience.