Advisor Experience
From technology to service, get more value from a custodian that's entirely focused on RIAs.
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.
Bulk transitions are supported with a highly tailored plan, experienced facilitators, and a digital onboarding process that's easy on clients.
Enjoy an average response time of under 40 seconds from a support team that boasts a 99% satisfaction rate¹.
Submit feature requests, upvote ideas, and interact with the Altruist advisor community and our product team through our advisor-facing Idea Portal.
Our product & engineering team delivers new features and functionality every 2 weeks.
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.
Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.
Implement the personalization your clients want at the scale your practice needs.
Simplify portfolio management with access to over 350 asset managers at an industry low cost.
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
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).
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