Altruist
6 Case Studies
Case Study: Firebrand Wealth accelerates client onboarding and growth with Altruist
A Altruist Case Study
Exponential growth and exceptional client service–Firebrand does both
Firebrand Wealth Management, an RIA founded by Amy Barnes to serve women clients, faced challenges with inefficient, paper-based onboarding processes that delayed account setup for weeks and dampened client excitement. The firm also sought to consolidate its portfolio management, reporting, billing, and custody to reduce costs and save time.
By implementing Altruist's all-in-one custodial platform, Firebrand gained a digital onboarding solution that cut account setup from weeks to minutes, preserving client momentum. Altruist's efficient trading and rebalancing tools saved significant time, while consolidation saved the firm approximately $15,000 annually. This allowed Amy to allocate more time evenly across her client base and profitably serve younger generations.
View this case study…
Firebrand Wealth
Amy Barnes
Firebrand Wealth