Altium Introduces Altelligence Investment Platform
We're proud to offer Altelligence, our investment management platform, to the wealth management community and their accounting partners. With Altelligence, firms serving high-net-worth and ultra high net-worth investors will have the opportunity to leverage our direct indexing strategies that have generated significant tax alpha. We believe tax management is a substantial differentiator for financial advisory firms and will become even more additive as tax rates potentially rise in the near future. Access to an outsourced solution like Altelligence will empower advisors to better demonstrate their value with clients.
Read more about our offering in ThinkAdvisor's Tech Roundup.
Altium Wealth Management, LLC. ("Altium") is an SEC registered investment adviser. For information about Altium's registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov<http://www.adviserinfo.sec.gov>.