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What is dub?

Dub acts as a social investment platform that empowers its users to effortlessly mimic the investment tactics of a broad spectrum of individuals, such as financial influencers, hedge fund leaders, and politicians, through its advanced copy-trading feature. By creating a brokerage account with Dub, an SEC-registered broker-dealer and FINRA member, users unlock access to over 200 creators whose trading decisions they can observe in real-time. This forward-thinking platform allows users to replicate the trades of notable figures like Nancy Pelosi and Jerome Powell, using data derived from their publicly available financial disclosures. Moreover, individuals have the chance to become creators themselves by sharing their portfolios, which requires a minimum investment of $1,000, thereby enabling others to adopt their investment strategies. Dub further emphasizes transparency by allowing followers to review the trading records, performance metrics, and risk evaluations of the creators they wish to follow. This collaborative approach fosters a community-oriented atmosphere where users can exchange knowledge and insights as they invest, ultimately enriching their overall financial experience. By leveraging the expertise of others, users can enhance their own investment journeys while contributing to a shared pool of financial wisdom.

What is Altruist?

Transform your financial guidance with increased ease and efficiency. Streamline your business operations, set up accounts quickly, and deliver an outstanding experience to your clients. Establish online accounts in just a few minutes. Create tailored model portfolios without hassle. Benefit from commission-free trading on fractional shares, and enjoy the convenience of automatic investment rebalancing—simply configure it and let it function. For the first time, both investing and reporting are harmoniously integrated, providing a seamless experience. This service is also incredibly budget-friendly, as the initial 100 client accounts are free, with a nominal monthly fee of $1 per account after that. Altruist Corp ("Altruist") offers a robust software platform designed to empower financial advisors in achieving remarkable outcomes. Investment management and advisory services are provided by Altruist LLC, a registered investment adviser with the SEC, while Altruist Financial LLC, a member of FINRA/SIPC, handles brokerage services. With commission-free trading available, you can execute trades without incurring any commission fees through web or mobile platforms, although other charges may apply. By simplifying financial processes and lowering expenses, Altruist is fundamentally changing how financial advisors conduct their business, paving the way for a more effective and efficient financial advisory landscape. This innovation not only enhances client satisfaction but also supports advisors in navigating the complexities of investment management.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
RightCapital
VISE

Integrations Supported

MoneyGuide
Nitrogen
RightCapital
VISE

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

dub

Company Location

United States

Company Website

www.dubapp.com

Company Facts

Organization Name

Altruist

Date Founded

2018

Company Location

United States

Company Website

altruist.com/product/

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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