Model Marketplace
Altruist’s easy-to-use model portfolio investing platform features 500+ professionally-managed models, tax efficiency tools, and low, transparent fees.
Benefit from low, transparent fees —up to 3x cheaper than the average TAMP. With no transaction fees and select free models, starting at 0 basis points.¹
Optimize after-tax returns with advanced tax efficiency tools, including tax-loss harvesting, capital gains budgeting, and tax sensitivity settings.
Design an investment strategy tailored to your preferences. From turnkey solutions to personalized Direct Indexing and UMAs, our Model Marketplace supports all levels of active and passive investing.
Simplify portfolio management with access to 500+ models from leading asset management firms.
Leverage our exclusive models—like Altruist Simplicity— starting at 0 basis points. Altruist portfolios are carefully crafted to help you meet the long-term investment goals of your clients.
Build client-focused portfolios with Unified Managed Accounts.
Keep portfolios optimized with intelligent, tax-sensitive rebalancing that automatically adjusts for cash flow and market shifts.
Easily apply strategies like tax-loss harvesting to support optimal after-tax client outcomes.
Tyler Purcell, Kiplinger Wealth Advisors
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.
This testimonial may not represent the experience of others and it is not a guarantee of results.
Implement the personalization your clients want at the scale your practice needs.
Generate a complete, digestible picture of client performance in just a few clicks.
Partner with a custodian that helps you deliver remarkable experiences (and doesn't market to your clients).
From technology to service, get more value from a custodian that's entirely focused on RIAs.
Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
Learn more about our products
Sign up to receive insightful, actionable, and relevant content for independent financial advisors.
