Altium offers proprietary investment platform to wealth managers

Altium Wealth Management has announced that Altelligence is now available to the wealth management community and their accounting partners.  The key features of Altelligence include strategic asset allocation, opportunistic rebalancing, and building diverse, risk-based, low-cost, and tax-efficient portfolios. Through its outsourced CIO (oCIO) services and TAMP-like offering, firms and their…