Our Philosophy

Building partnerships and trust through intelligent strategy, exceptional service, and killer execution.

Altabos has unique experience for the RIA industry, leveraging years of working across every compliance area (SEC, FINRA, HIPPA, PCI, SOX) to ensure your firm can focus on adding clients and growing your business. As your trusted partner, we keep your firm on the cutting edge using 100% cloud-based platforms wherever possible. This allows your firm to worry less about things like disaster recover, cyber security, and keeping your firm moving. To get all this including our marketing and branding services you would need to hire at least 3 different agencies.

Contact Us Today!
Our Philosophy

Building partnerships and trust through intelligent strategy, exceptional service, and killer execution.

Altabos has unique experience for the RIA industry, leveraging years of working across every compliance area (SEC, FINRA, HIPPA, PCI, SOX) to ensure your firm can focus on adding clients and growing your business. As your trusted partner, we keep your firm on the cutting edge using 100% cloud-based platforms wherever possible. This allows your firm to worry less about things like disaster recover, cyber security, and keeping your firm moving. To get all this including our marketing and branding services you would need to hire at least 3 different agencies.

Contact Us Today!

“Since we engaged Altabos, we have experienced growth across all business channels that has been nothing short of jaw dropping. Our company is not only continuing to flourish with their guidance, but is now accelerating. My biggest problem is where to put all of these people that want to work here.”

— Will Brown, CEO & Managing Partner at Formidable

Office Implementations

Altabos helps manage your office moves, expansion, and technology vendors to let you focus on your clients and leverage state of the art technology and services.

Staying on the cutting edge of technology when you have SEC compliance in mind makes things like “moving to the cloud” a tough decision. Altabos approach to innovation is to ask “Why not” and we have the SEC compliance experience to ensure innovation is done correctly and safely.

You need to meet with clients. They won’t always come to you, and Starbucks, or hotels while travelling are common meeting places. Altabos implements seamless VPN solutions for remote access back to your home office and ensuring all your internet traffic is not seen by the guy in the hoody at Starbucks.

You just made an investment recommendation to a remote client over the phone. Wouldn’t it be nice to actually see their reaction? Remote client interactions are the new norm in today’s advisory practices. Altabos builds platforms that include face-to-face video capabilities that are easy for your team and even the most technically limited clients.

Some clients just want the facts and want them now (on-demand). This can become difficult to handle when you have 100’s or 1000’s of clients. Altabos creates portals that work for your clients to potentially consolidate all their accounts into a single view leveraging some of the most popular services in the industry or building custom solutions for your firm.

Any growing firm needs the ability to bring on new advisors or provide succession plans for advisors as they retire. Altabos’ experience launching new advisors, custodians, and investment platforms allows us to react quickly when you hire a new advisor setting a goal of nearly 100% of accounts transitioned.

Office management is not your core business. A typical mid-sized investment firm will have between 5-10 contractors providing technology services like PC monitoring/patching, office cabling, phone systems, hardware purchases, cloud services, and many other areas. Altabos collaborates with your contractors to speak their language allowing you to work with clients and sleep better at night.

Office Implementations

Altabos helps manage your office moves, expansion, and technology vendors to let you focus on your clients and leverage state of the art technology and services.

Staying on the cutting edge of technology when you have SEC compliance in mind makes things like “moving to the cloud” a tough decision. Altabos approach to innovation is to ask “Why not” and we have the SEC compliance experience to ensure innovation is done correctly and safely.

You need to meet with clients. They won’t always come to you, and Starbucks, or hotels while travelling are common meeting places. Altabos implements seamless VPN solutions for remote access back to your home office and ensuring all your internet traffic is not seen by the guy in the hoody at Starbucks.

You just made an investment recommendation to a remote client over the phone. Wouldn’t it be nice to actually see their reaction? Remote client interactions are the new norm in today’s advisory practices. Altabos builds platforms that include face-to-face video capabilities that are easy for your team and even the most technically limited clients.

Some clients just want the facts and want them now (on-demand). This can become difficult to handle when you have 100’s or 1000’s of clients. Altabos creates portals that work for your clients to potentially consolidate all their accounts into a single view leveraging some of the most popular services in the industry or building custom solutions for your firm.

Any growing firm needs the ability to bring on new advisors or provide succession plans for advisors as they retire. Altabos’ experience launching new advisors, custodians, and investment platforms allows us to react quickly when you hire a new advisor setting a goal of nearly 100% of accounts transitioned.

Office management is not your core business. A typical mid-sized investment firm will have between 5-10 contractors providing technology services like PC monitoring/patching, office cabling, phone systems, hardware purchases, cloud services, and many other areas. Altabos collaborates with your contractors to speak their language allowing you to work with clients and sleep better at night.

“Altabos helped us through the transition from Raymond James to our own independent platform. Their guidance through the process, including our full technology platform, office design, and even branding has established 9258 Wealth Management as one of the top firms in the Midwest.”

— Matt Tranquilli, Executive Vice President at 9258 Wealth Management

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Investment Tools

Providing proven services for the RIA industry to remove the limitations of your custodians and maintain your firm’s culture and message to clients.

Millennial and tech-savvy investors require more modern services and want to be in more control without having to meet one-on-one with advisors. Altabos has built a platform for RIA’s to provide robo-advising services to your clients that can be completely integrated with your custodians, with algorithms you design and control, and rebranded to fit your firm’s culture.

Billing against multiple custodians creates more complexity and potential for errors, as well as increasing the time for your firm to get paid. Altabos’ billing system is a customized platform that communicates directly with your custodians allowing you to run mock billings at any time using asset balances updated nightly. A typical billing run on our platform takes only a few minutes.

The tools available to investment advisors have evolved along with all cloud-based technologies. The risk of implementing a cloud-based system that’s integrated to your custodian can put you out of business. Altabos’ experience cuts across many industries including the investment world. We can help you select the best solution and keep you in 100% compliance, and then we will implement it for you.

All companies need an “app”, but how do you get there? Our mobile experience building applications, accompanied by our investment industry experience gives Altabos a unique ability to help your firm identify the areas that make sense to put on a mobile app, and then implement it. Whether we build a completely custom app, or leverage existing tools and services to provide your clients with mobile access to your firm, Altabos can get you there.

Risk is not just something your firm needs to be worried about. Your clients need to understand the risks of investing. Building a consistent process for risk assessments is a requirement, but making it a repeatable and easy to use solution is not always easy. Altabos has experience with several risk analysis tools, integrating them into firms like yours. As a part of our portal solutions and robo-advising platforms, we have built custom tools for risk analysis.

The portfolio management process varies greatly between advisors and firms. Building a consistent process is the first step, but how do you ensure that the allocations you work up in Excel or other tools are maintained, have the ability to be rebalanced, and more importantly integrated into your custodians? Altabos has experience with many custodians and our familiarity has allowed us to build allocation tools that allow our clients to simply upload the portfolios to custodians or even integrate directly.

Investment Tools

Providing proven services for the RIA industry to remove the limitations of your custodians and maintain your firm’s culture and message to clients.

Millennial and tech-savvy investors require more modern services and want to be in more control without having to meet one-on-one with advisors. Altabos has built a platform for RIA’s to provide robo-advising services to your clients that can be completely integrated with your custodians, with algorithms you design and control, and rebranded to fit your firm’s culture.

Billing against multiple custodians creates more complexity and potential for errors, as well as increasing the time for your firm to get paid. Altabos’ billing system is a customized platform that communicates directly with your custodians allowing you to run mock billings at any time using asset balances updated nightly. A typical billing run on our platform takes only a few minutes.

The tools available to investment advisors have evolved along with all cloud-based technologies. The risk of implementing a cloud-based system that’s integrated to your custodian can put you out of business. Altabos’ experience cuts across many industries including the investment world. We can help you select the best solution and keep you in 100% compliance, and then we will implement it for you.

All companies need an “app”, but how do you get there? Our mobile experience building applications, accompanied by our investment industry experience gives Altabos a unique ability to help your firm identify the areas that make sense to put on a mobile app, and then implement it. Whether we build a completely custom app, or leverage existing tools and services to provide your clients with mobile access to your firm, Altabos can get you there.

Risk is not just something your firm needs to be worried about. Your clients need to understand the risks of investing. Building a consistent process for risk assessments is a requirement, but making it a repeatable and easy to use solution is not always easy. Altabos has experience with several risk analysis tools, integrating them into firms like yours. As a part of our portal solutions and robo-advising platforms, we have built custom tools for risk analysis.

The portfolio management process varies greatly between advisors and firms. Building a consistent process is the first step, but how do you ensure that the allocations you work up in Excel or other tools are maintained, have the ability to be rebalanced, and more importantly integrated into your custodians? Altabos has experience with many custodians and our familiarity has allowed us to build allocation tools that allow our clients to simply upload the portfolios to custodians or even integrate directly.

“The platform we integrated took our billing from days to minutes. We have become fully integrated and use what we believe is the industry standard for technology. And it saves us weeks of productivity that we can now spend developing our businesses.”

— Will Brown, CEO & Managing Partner at Formidable

Full Technology Management

Altabos keeps an eye on your technology and compliance solutions allowing you to focus on building clients, wealth, and attracting talent.

Archiving email, social media, websites, and all internal and external communications can sometimes require multiple tools and services. Altabos will ensure all the requirements are met by leveraging a simple design and keeping costs low. Additionally, any tools or content created by us will already be compliant due to our extensive industry experience.

Reporting is not unique to the investment industry and Altabos has over 75 years of experience implementing reporting solutions to meet FDA, HIPPA, SEC, FINRA, PCI, SOX and many other regulations. We will implement a reporting system that meets regulatory requirements while keeping the focus on your team and your client’s reporting needs.

How hard is it to get a single view of a client’s accounts, portfolios, and transactions across multiple custodians? These capabilities require integrations and Altabos has experience with many custodian’s platforms and third-party tools to give you these kinds of capabilities.

New iPhones, Androids, and gadgets come out every year. Your firm’s ability to adopt new technology is now a key to success. Altabos is your resource to ask questions like “Can we use Alexa in the office?” or “Can I use my Apple Watch to make trades?”. We are implementing solutions on new technology every day.

SEC compliance requires you to manage the vendors, assess the risk of each vendor, and ensure they are following a standard guideline to be able to work with your company. Third party vendors are also an area where cybersecurity and other crime can originate. Altabos takes over vendor management for all technology based vendors and will build a technology based vendor assessment process for ALL your vendors.

How old is your technology? Are you planning a 3-year lifecycle and budget for replacement? Have you considered options like leasing equipment to manage costs or leverage tax benefits? Altabos can answer all these questions and push your vendors to maximize the lifecycle of all your technology and provide plans for when they need to be replaced.

Full Technology Management

Altabos keeps an eye on your technology and compliance solutions allowing you to focus on building clients, wealth, and attracting talent.

Archiving email, social media, websites, and all internal and external communications can sometimes require multiple tools and services. Altabos will ensure all the requirements are met by leveraging a simple design and keeping costs low. Additionally, any tools or content created by us will already be compliant due to our extensive industry experience.

Reporting is not unique to the investment industry and Altabos has over 75 years of experience implementing reporting solutions to meet FDA, HIPPA, SEC, FINRA, PCI, SOX and many other regulations. We will implement a reporting system that meets regulatory requirements while keeping the focus on your team and your client’s reporting needs.

How hard is it to get a single view of a client’s accounts, portfolios, and transactions across multiple custodians? These capabilities require integrations and Altabos has experience with many custodian’s platforms and third-party tools to give you these kinds of capabilities.

New iPhones, Androids, and gadgets come out every year. Your firm’s ability to adopt new technology is now a key to success. Altabos is your resource to ask questions like “Can we use Alexa in the office?” or “Can I use my Apple Watch to make trades?”. We are implementing solutions on new technology every day.

SEC compliance requires you to manage the vendors, assess the risk of each vendor, and ensure they are following a standard guideline to be able to work with your company. Third party vendors are also an area where cybersecurity and other crime can originate. Altabos takes over vendor management for all technology based vendors and will build a technology based vendor assessment process for ALL your vendors.

How old is your technology? Are you planning a 3-year lifecycle and budget for replacement? Have you considered options like leasing equipment to manage costs or leverage tax benefits? Altabos can answer all these questions and push your vendors to maximize the lifecycle of all your technology and provide plans for when they need to be replaced.

“Altabos enables us to seamlessly run our firm on 100% cloud-based platforms running business processes like billing against multiple custodians while ensuring we are fully SEC compliant. Their unique understanding of the RIA and investment industry made them the clear choice as our trusted partner.”

— Matt Tranquilli, Executive Vice President at 9258 Wealth Management

View Project

Disaster, Security, & Risk Management

As your trusted advisor, Altabos limits your risk, minimizes your security exposure, and ensures you can recover from anything to help you sleep better at night.

Your building just caught on fire. How do you communicate to your team? Where does your team go for work the next day? How quickly can you get back to business? Being prepared for disasters are not just about technology. Building a plan to keep your team working requires temporary office space, equipment, communications to clients, and many other items. Altabos will build this plan and help you test it to make sure you know how bad things are and when you will be back to work.

Your laptop just got run over by a bus. Did you just lose all your work? How long before you can get a replacement, and will it have all your files? Disasters are not just things like tornadoes or fires. Altabos will build and test a detailed disaster recovery plan for things like tornadoes, and for singular events like your crushed laptop. This plan will include how long it takes to recover, and ensure the most current data is recovered. We will also make sure that laptop has real-time backup getting you back up with your files as soon as you can get to another machine.

When a crisis happens, it is not always during business hours. Phone trees used to be the method, but more modern solutions are easy to implement and will keep your business and employees safe. Altabos will build a solution to allow you to communicate across mobile devices, email, website alerts, phone messages, and many other channels ensuring your clients and employees are all informed during a crisis.

What would your team do if you walked in and said, there’s just been a fire in the building? Having a plan in place for disasters and business continuity means nothing if you don’t execute tests to make sure your team knows what to do. Altabos takes the lead running tests like these at our clients. This testing will help your firm come back from disasters or any critical situation.

Are you safe? What does it even mean to have a “safe” business? Cybersecurity is not just about antivirus programs and email spam or phishing monitoring. Altabos takes a layered approach to security that incorporates physical security (doors, offices, cabinets) along with technology (firewalls, centralized user management and email/business platforms) keeping your firm and employees as safe as possible.

Can someone hack your website and put up an ISIS flag or propaganda? Is your office firewall’s software up to date? Can all of your employees identify a phishing email? Altabos provides services to test all of these vulnerabilities and then implement solutions to close up any holes while training your teams to be protected.

Disaster, Security, & Risk Management

As your trusted advisor, Altabos limits your risk, minimizes your security exposure, and ensures you can recover from anything to help you sleep better at night.

Your building just caught on fire. How do you communicate to your team? Where does your team go for work the next day? How quickly can you get back to business? Being prepared for disasters are not just about technology. Building a plan to keep your team working requires temporary office space, equipment, communications to clients, and many other items. Altabos will build this plan and help you test it to make sure you know how bad things are and when you will be back to work.

Your laptop just got run over by a bus. Did you just lose all your work? How long before you can get a replacement, and will it have all your files? Disasters are not just things like tornadoes or fires. Altabos will build and test a detailed disaster recovery plan for things like tornadoes, and for singular events like your crushed laptop. This plan will include how long it takes to recover, and ensure the most current data is recovered. We will also make sure that laptop has real-time backup getting you back up with your files as soon as you can get to another machine.

When a crisis happens, it is not always during business hours. Phone trees used to be the method, but more modern solutions are easy to implement and will keep your business and employees safe. Altabos will build a solution to allow you to communicate across mobile devices, email, website alerts, phone messages, and many other channels ensuring your clients and employees are all informed during a crisis.

What would your team do if you walked in and said, there’s just been a fire in the building? Having a plan in place for disasters and business continuity means nothing if you don’t execute tests to make sure your team knows what to do. Altabos takes the lead running tests like these at our clients. This testing will help your firm come back from disasters or any critical situation.

Are you safe? What does it even mean to have a “safe” business? Cybersecurity is not just about antivirus programs and email spam or phishing monitoring. Altabos takes a layered approach to security that incorporates physical security (doors, offices, cabinets) along with technology (firewalls, centralized user management and email/business platforms) keeping your firm and employees as safe as possible.

Can someone hack your website and put up an ISIS flag or propaganda? Is your office firewall’s software up to date? Can all of your employees identify a phishing email? Altabos provides services to test all of these vulnerabilities and then implement solutions to close up any holes while training your teams to be protected.

“Altabos rapid response team was also instrumental in defending our network from a very sophisticated cyber-attack. Also we feel very comfortable about our network, technology and safety measure as we conduct business in global marketplace.”

— Will Brown, CEO & Managing Partner at Formidable

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