A seamlessly integrated investment experience built for helping financial advisors and their clients grow.
Open new accounts, trade, bill, and report performance all in one spot while providing your clients with a beautiful experience through our mobile app.
Efficient screening, effortless click-to-trade, and total transparency at industry-leading prices.
Efficient screening, effortless click-to-trade, and total transparency at industry-leading prices.
Altruist provides fixed income data and activity to advisors' clients through a partnership with Moment Technology, Inc. Data received is not from Altruist Financial, LLC but instead from Moment. Fixed income investing involves risk and an investor may experience, but not limited to, a loss of principal related to interest rates, credit risk, market valuations, market liquidity, and other factors. Altruist does not guarantee that security prices provided by Moment Technology, Inc. are more favorable than those available through other sources. Advisors are encouraged to perform their own due diligence before investing in fixed income securities.
Altruist Corp offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Clearing and custody of securities provided by Altruist Financial LLC. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.
© 2024 Altruist Corp.
Check the background of Altruist Financial LLC on FINRA's BrokerCheck.
Screen faster
Browse through real-time pricing and inventory with advanced filtering across US Treasuries, Corporates, Munis, CDs, and Government Agency securities.
Let us show you how a modern custodian can help your RIA streamline operations, slash overhead, and exceed client expectations.
Access more data
No more costly, fragmented data that takes forever to locate. Instead, unlock clean and accurate reference data alongside historical yield, maturity, and pricing graphs
for each security.
Click, trade, save
Quick-and-easy order creation built right into Altruist for smart-order routing. Simply enter your quantity number, and we'll auto-calculate bond metrics like accrued interest and cost. No need to pick up the phone.
We’ve integrated bond trading into Altruist the only way we know how—the modern way. It’s never been easier for RIAs to discover, buy, and monitor fixed income securities.