Better Portfolio Management
Built for the full spectrum of advising styles.
Whether you prefer hands-on trading, fully outsourced investment management, or anything in between, our suite of powerful tools help you do your best work for your clients.
Versatile Investing
Advise your clients your way.
Manual Trading
Manually trade fractional shares of stocks and ETFs commission-free.
Model Marketplace
Explore over 500+ professionally managed models with fees up to 3x cheaper than the average TAMP, with some starting at 0bps.¹
Fully Customizable
Mix and match by building your own custom models and UMAs.
¹The average price of a turnkey asset management program (“TAMP”) is estimated to be 0.45bps – 0.50bps as of November 2024. This estimate is based on publicly available pricing information for TAMP providers (including AssetMark, Envestnet, and Orion) and other industry sources[1], [2]. Altruist offers products through its Model Marketplace which RIAs may choose to use as an alternative to TAMPs, but these products are designed differently and may not include all features or services typically offered by other TAMP providers. As such, cost comparisons may not fully account for differences in features, services, or usage.
Operational Efficiency
Work smarter,
not harder, with benefits for your
entire firm.
Portfolio Customization
Implement the personalization your clients want at scale.
Automated Portfolio Rebalancing
With our automated, rules-based portfolio rebalancing, you choose the settings and put rebalancing on autopilot.
Low Fees
Our simply better pricing aims for our fees to be simple, transparent, and as good or better than legacy alternatives.
Modern Features
Tools for maximizing portfolio growth.
Simply better pricing.
We aim for our fees to be simple, transparent, and as good or better than the most competitive legacy alternatives—never getting in the way of your ability to give authentic advice.
Explore our entire platform, custom built for RIAs.
Fast Onboarding
Start on the right foot with our consolidated, industry-defining workflow.
Streamlined
Operations
Automate the administrative workflows that keep your business running smoothly.
Transformative AI Assistance
Make each day more efficient than the last with Hazel, your new AI Assistant.
Coming soon
A modern way to manage.
See how our platform helps you manage every portfolio with a focus on client relationships.