See it

Request a demo of Altruist

The all-in-one digital platform that can replace your custodian and your most essential practice management software. Request your demo to see how you can:
  • Open accounts online in minutes.
  • Build custom model portfolios with ease.
  • Invest fractional shares commission-free.
  • Assign portfolios from our marketplace.
  • Consolidate and streamline your practice.
  • Dramatically reduce software costs.