Client Experience

Exceed expectations.

Partner with a custodian that helps you deliver remarkable experiences.

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mobile phone client experience mobile phone client experience


Provide assurance with an Asset Protection Guarantee that bolsters the same insurance coverage and compliance procedures of Charles Schwab and Fidelity.


Make it easy on clients with a single source of truth for statements, documents, performance, and account management.


Get client questions resolved quickly with the support of highly engaged service team.

Easy-to-use client portal

Give clients access to a beautiful web-based desktop portal or native iOS and Android mobile apps to stay connected and up-to-date.

Digital account management

Open accounts, link banks, manage beneficiaries, and submit transfers with fast, paperless workflows.


Add your name, photo, and logo across the desktop portal and mobile app so that their experience with Altruist feels like an extension of your practice.

Easy access to information

Clients can access performance, portfolio characteristics, and important tax and account documents at a moment's notice.

"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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Advisor Experience

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

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Clearing and Custody

Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.

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Portfolio Management

Implement the personalization your clients want at the scale your practice needs.

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Fee Billing

Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.

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Portfolio Reporting

Generate a complete, digestible picture of client performance in just a few clicks.

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Model Marketplace

Simplify portfolio management with access to over 350 asset managers at an industry low cost.

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