Bringing existing clients to your new firm has never been this simple. Get the tools and support to make a seamless transition.
It’s risky, difficult, and expensive. Clients won’t follow you. There could be legal repercussions.
In a survey¹ of advisors who left broker dealers or wirehouses to start an RIA—
Say managing their own business was easier than they anticipated
Say the transition was easier than expected
Say their current quality of life is better
Work with our dedicated transition team to move your book of business.
Open, fund, and transfer accounts quickly, without paperwork or statements.
Initiate transfers from other institutions without paperwork or statements.
Manage fee billing, reporting, and trading within one intuitive platform.
Deploy strategies built with both custom portfolios and marketplace models.
Get questions answered fast with great support from real people.
Independent in 2005
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
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