Company Performance Metrics
Altera Wealth provides technology-enabled wealth management and financial planning services for Canadian investors and advisors. The company offers independent portfolio management, tax planning, estate strategies, and risk management tailored to client goals. Its proprietary platform, powered by Super Advisor, integrates CRM, portfolio management,
financial planning tools, and a client portal to support advisor and client workflows. Investors use Altera Wealth’s web portal and mobile app for portfolio tracking, account opening, document storage, goal visualization, and real-time net worth monitoring. Advisors use the platform for client collaboration, compliance support, document management, task automation, and integrated practice management. Altera Wealth also provides business development, marketing resources, and professional training to help advisors manage and grow their practices.
