Home Banking & Finance Altium Wealth Management launches investment management platform

Altium Wealth Management launches investment management platform

Altium Wealth Management, a financial  advisory company based in Purchase that focuses on serving high-net-worth clients, launches Altelligence, its proprietary investment management platform. The platform is now available to the wealth management community and other registered investment advisory firms. Altium lists strategic asset allocation, opportunistic rebalancing and building diverse, risk-based, low-cost and tax-efficient portfolios as…

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