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Business and Product Insights

Key product features include a marketplace for investment models, content, and app connectors, facilitating access to a range of resources. The platform offers tools for portfolio management, client onboarding, data analysis, and integration with custodian banks like BNY Mellon and Charles Schwab.

Product Portfolio

Altafid Key Value Propositions

Portfolio Management
Client Onboarding
Data Analytics
Third-Party App Integration

Altafid Brand Positioning

Top Competitors

1

Addepar

2

Orion Advisor Solutions

3

Tamarac

Customer Sentiments

Actionable Insights

Products and Features

Key product features include a marketplace for investment models, content, and app connectors, facilitating access to a range of resources. The platform offers tools for portfolio management, client onboarding, data analysis, and integration with custodian banks like BNY Mellon and Charles Schwab.

Company Updates

Latest Events at Altafid

Altafid on LinkedIn: #fintech #investabroad #financialservices | 26 ...

Jan 3, 2022 ... Big news! A great opportunity with tons of ... Lee la columna completa en Altafid Insights: https ... es alta. En tanto, el tipo de cambio, a la ...

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Vanessa Blasco - Head of Product Development - Altafid | LinkedIn

Vanessa Blasco. Head of Product Development en Altafid | MSc Engineering UC | Industrial Engineering IT. Altafid Pontificia Universidad Católica de Chile ...

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Joseph Lahti - CEO and Chairman at Altafid, Inc - Altafid | LinkedIn

Chairman and CEO of Altafid, Inc · Joe Lahti currently serves as Chairman and CEO of Altafid, Inc., an early stage fintech company that provides a global ...

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Vanessa Blasco - Head of Product Development - Altafid | LinkedIn

Experiencia · Gráfico Altafid. Head of Product Development. Altafid. abr. 2023 - actualidad 1 año 2 meses · Gráfico Altafid. Digital Product Manager. Altafid. abr ...

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