Join the growing community of top advisors who are revolutionizing wealth management. At Altera Wealth, we provide the tools, technology, and support you need to deliver exceptional value to your clients and grow your business.
Discover the Altera advantage and see why forward-thinking advisors are making the switc
Higher payouts and equity-building opportunities in your practice
Flexibility to tailor your service model to your vision and client needs
Proprietary platform designed by industry veterans, streamlining operations and enhancing client service
Automated processes and intuitive interfaces saving time for you and your clients
Network with peers, share best practices, and stay ahead of industry trends
Access targeted training, industry insights, and personalized coaching
Focus on clients while we handle marketing, compliance, and back-office tasks
Advanced analytics and planning resources to deepen relationships and improve outcomes
Altera Wealth's platform isn't just for advisors - it's designed to empower and engage clients too. Our technology provides investors with powerful tools to manage their finances and collaborate effectively with their advisors
At Altera Wealth, we're committed to your growth and success. Our range of services is designed to support every aspect of your practice
Ongoing assistance to help you maximize the potential of our proprietary Super Advisor platform
Tools and resources to help you attract and retain clients
Stay compliant with our expert guidance and built-in compliance features
Continuous learning opportunities to enhance your skills and knowledge.
Expert advice to optimize your business operations and growth strategies.
Access to a wide range of investment options and portfolio management tools.
Altera Wealth combines the best of both worlds: the independence and client-focus of an independent portfolio manager with the robust support and advanced technology typically associated with larger institutions. This unique position allows advisors to provide personalized, high-quality service to their clients while benefiting from a strong support structure and cutting-edge technology.
Firm Affiliation
Payout
Technology
Marketing
Investment Products
Office Space
Tech Infrastructure
Service Support
Compliance and Risk
Custody and Clearing
Client Experience
Advisor Independence
Access to Expertise
Scalability
Employee
Top industry payouts with potential ownership
Cutting-edge, proprietary Super Advisor platform integrating CRM, portfolio management, and client portal
Comprehensive marketing support, including lead generation and content creation
Wide range of investment options, including alternatives
Flexible options, including remote work support
Full IT support and integration with Super Advisor platform
Dedicated support team for advisors
Comprehensive compliance services provided
Provided through Altera Wealth's partnerships
High-touch service combined with advanced digital tools
Independent Firm with the benefit of shared support and community of like-minded advisors
Collaborative community of advisors and in-house experts
Highly scalable with technology and support infrastructure
Employee of the Bank
Lower payouts with complex compensation structures
Often outdated systems with limited integration
Limited support, focus on bank's brand
Often pushed to use the bank's proprietary products
Typically required to work from bank branches
Standard bank IT infrastructure
Access to bank's service center
Strict bank compliance framework
Bank's own custody and clearing services
Often impersonal, with focus on bank products
Limited independence, must follow bank policies
Access to bank's research and specialist teams
Limited by bank's systems and policies
Your own corporation
Variable, based on practice efficiency
Varies, often using multiple third-party systems that are not integrated
Self-funded marketing efforts
Full autonomy, but may lack resources for extensive research
Freedom to choose, but costs borne by advisor`
Self-managed, varying levels of integration
Self-managed, requiring hiring support staff
Compliance oversight self-managed, requiring a Chief Compliance Officer on staff
Choice of custodian, but lack negotiating power`of scale
Varies, dependent on individual advisor's capabilities
Complete independence, but may lack support
Often limited to individual advisor's network
Dependent on individual advisor's capacity to grow
Employee
Employee of the bank
Fully independent
Top Industry Payouts with
Lower payouts with complex compensation structures
Variable, based on practice efficiency
Employee
Employee of the bank
Fully independent
Comprehensive marketing support, including lead generation and content creation
Limited support, focus on bank's brand
Self-funded marketing efforts
Wide range of investment options, including alternatives
Often limited to bank's proprietary products
Full autonomy, but may lack resources for extensive research
Wide range of investment options, including alternatives
Often limited to bank's proprietary products
Full autonomy, but may lack resources for extensive research
Flexible options, including remote work support
Typically required to work from bank branches
Freedom to choose, but costs borne by advisor
Full IT support and integration with Super Advisor platform
Standard bank IT infrastructure
Self-managed, varying levels of integration
Full IT support and integration with Super Advisor platform
Standard bank IT infrastructure
Self-managed, varying levels of integration
Dedicated support team for advisors
Access to bank's service center
Self-managed, may require hiring support staff
Comprehensive compliance services provided
Strict bank compliance framework
Compliance oversight provided, but resources may be limited
Provided through Altera Wealth's partnerships
Bank's own custody and clearing services
Choice of custodian, but may lack negotiating power
High-touch service combined with advanced digital tools
Often impersonal, with focus on bank products
Varies, dependent on individual advisor's capabilities
High-touch service combined with advanced digital tools
Limited independence, must follow bank policies
Complete independence, but may lack support
Collaborative community of advisors and in-house experts
Access to bank's research and specialist teams
Often limited to individual advisor's network
Highly scalable with technology and support infrastructure
Limited by bank's systems and policies
Often limited to individual advisor's network
We work with registered advisors (IIROC, MFDA or PM Licensed) who are looking to transition their practice, as well as financial planners who want to work on a referral basis.
We provide a robust support structure and advanced technology while allowing advisors to maintain their unique brand identity and entrepreneurial spirit.
Our proprietary Super Advisor platform integrates CRM, portfolio management, advanced AI and automations, financial planning tools, and a client portal into one comprehensive system.
We offer competitive, top-tier payouts. The specific structure can be discussed during your initial consultation and will depend on your practice size and service model.
We offer comprehensive marketing support including lead generation tools, content creation, and resources to help you attract and retain clients.
We provide comprehensive compliance services and built-in compliance features in our platform to help you stay compliant with all relevant regulations.
Yes, we provide full support for transitioning your existing clients to our platform, ensuring a smooth experience for both you and your clients.
We provide continuous learning opportunities including training on our platform, industry updates, and resources to enhance your skills and knowledge.
We offer expert practice management consulting to help you optimize your business operations and implement growth strategies using our proprietary Super Advisor platform.
Take the first step towards elevating your advisory business. Our team is here to answer your questions and show you how Altera Wealth can help you achieve your goals
