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Altruist makes me feel future-proof.
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What I like best about Altruist is the fantastic customer support! They also provide me with free1 performance reporting, fee billing, and a robust client portal.”
Helps me run the practice I envisioned.
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I was nervous when I started my own firm that I wouldn't be able to keep up with all the paperwork and processes. Altruist makes onboarding clients and opening accounts super easy.”
It’s been awesome partnering with Altruist.
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What I’m loving about Altruist: An advisor is an advisor, no matter how small. Transparent feature requests & roadmap. They actually listen.”
Automate your work day.
Open accounts online in minutes.
You can complete as much or as little of the account opening details as you want and email an invitation to your client to complete or confirm.
Why are RIAs choosing Altruist?
Lightning-fast, fully digital account opening with no paperwork.
Invest easily and efficiently by building custom model portfolios with automated rebalancing.
Save time with built-in features like performance reporting, integrated fee-billing, CRM, risk analysis, and custodial integrations.
Here's what our users are saying
Invest easier with custom models.
Set-it-and-forget-it automated rebalancing with commission-free, fractional share trades.
Consolidate disjointed software.
We’ve combined the essential pieces of software needed to manage your RIA inside our brokerage platform. Investing, performance reporting, billing, and a beautiful client experience all in one place.
See what Altruist can do for your business.
© 2022 Altruist Corp
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage-related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Please see the Subscription Pricing and Fee Schedule on our Legal Page to learn more.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, your use of this material or the Altruist platform does not guarantee growth or imply success. Clearing and custody of all securities are provided by Apex Clearing Corporation.
Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/
1—First 100 client accounts free and just $1/account each month after refers to Altruist’s software only. Keep in mind, other brokerage fees may apply on your client's assets. Please see the Fee Schedule and Subscription Pricing on our Legal page to learn more.
Altruist and our affiliates did not pay for these testimonials, but we do earn revenue from financial advisors who use our platform. These customer reviews may not represent the experience of others and don’t guarantee results, but we’d love the opportunity to show you firsthand. Some account types not yet available, processing times vary.