Altruist, which launched its own self-clearing platform earlier this year, has eliminated the $1 per account per month portfolio accounting fee for advisors who custody with the firm. That gives the ...

Custodian Altruist has dropped its portfolio accounting software (PAS) fees for all its brokerage accounts.. The company, which is a newcomer to the custodian marketplace, says it made the move to ...

LOS ANGELES--(BUSINESS WIRE)--In alignment with its mission to make independent financial advice better, more affordable, and accessible to everyone, the modern custodian is zeroing out the portfolio ...

Here's my rundown of the top small-business accounting software, including stuff nobody told you. I'll cover QuickBooks, FreshBooks, Xero, and more.