18 min

How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway The Advisor Journey

    • Entrepreneurship

Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now,‬ advisors no longer have to decide between pushing clients to third-party solutions for higher yield on‬ cash, or settling for the low-yield offerings for cash provided by their legacy custodian. The cash product‬ is available to advisors using any custodian.‬

‭ ABOUT ALTRUIST:‬

‭ We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬
‭ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬
‭ platform saves you time and reduces your costs: You can manage your entire book of business, get‬
‭ performance reporting, and bill your clients with ease and efficiency.‬
‭ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬

‭ STAY CONNECTED:‬
‭ Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬
‭ Twitter ►‬‭ https://twitter.com/altruist‬
‭ Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬

Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now,‬ advisors no longer have to decide between pushing clients to third-party solutions for higher yield on‬ cash, or settling for the low-yield offerings for cash provided by their legacy custodian. The cash product‬ is available to advisors using any custodian.‬

‭ ABOUT ALTRUIST:‬

‭ We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬
‭ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬
‭ platform saves you time and reduces your costs: You can manage your entire book of business, get‬
‭ performance reporting, and bill your clients with ease and efficiency.‬
‭ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬

‭ STAY CONNECTED:‬
‭ Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬
‭ Twitter ►‬‭ https://twitter.com/altruist‬
‭ Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬

18 min