Advisor Experience

Enjoy a new standard of support.

From technology to service, get more value from a custodian that's entirely focused on RIAs.

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Advisor experience Advisor experience


Partner with a custodian that will never compete for your clients or build products for retail investors.


Get your questions answered fast with the hands-on support of our expert service team (no more call centers or robots).


Do more with less when you bring critical technology and custody under one roof.

White glove transition

Bulk transitions are supported with a highly tailored plan, experienced facilitators, and a digital onboarding process that's easy on clients.

Fast, expert service

Enjoy an average response time of under 40 seconds from a support team that boasts a 99% satisfaction rate¹.

Advisor-led product roadmap

Submit feature requests, upvote ideas, and interact with the Altruist advisor community and our product team through our advisor-facing Idea Portal.

Bi-weekly product releases

Our product & engineering team delivers new features and functionality every 2 weeks.

"If I could tell advisors that are nervous to transition one thing: with Altruist, it's not what you are used to. It's a whole new world."

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 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

This testimonial may not represent the experience of others and it is not a guarantee of results.

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