Let's get started.
Give your clients what they want.
© 2023 Altruist Corp
Not for retail distribution. This communication has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only, as defined by local laws and regulations.
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 and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule 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, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC.
Check the background of Altruist Financial LLC on FINRA’s BrokerCheck
We're here to help you do your best work.
We’re available Monday–Friday from 9 am ET to 8 pm ET.
Login to your Altruist account and send us a chat message using the Help button. One of our customer support associates will respond in less than 5 minutes.
Email us at support@altruist.com and we’ll get back to you within 8 business hours. Please do not include any Personal Identifiable Information in emails, such as full account numbers and Social Security numbers.
Request a callback and we’ll respond as soon as possible.
Upload a secure file to share with us and our team will review and email you back.
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Client Portal
Mobile Client Portal
Fee Billing
Set up fee schedule with flat-fee, AUM-based, or a combination of both.
Establish accounts and deep dive into performance reporting.
Invite your clients to their personal portal to fund their accounts.
Walkthrough of the mobile app on iOS
and Android.
Now that you're familiar with inviting clients to their portal and mobile app, it's time to educate them all about Altruist. Download our digital brochure to help communicate the value of using Altruist or direct them to our Client Onboarding hub to help them get started.
Let's get started.
Access leading turnkey asset management providers.
Investing and Model Marketplace
Walkthrough of our mobile app on iOS
and Android.
Mobile Client Portal
Invite your clients to their personal portal to fund their accounts.
Client Portal
Set up fee schedule with flat-fee, AUM-based, or a combination of both.
Fee Billing
Now that you're familiar with inviting clients to their portal and mobile app, it's time to educate them all about Altruist.
Download our digital brochure to help communicate the value of using Altruist or direct them to our Client Onboarding hub to help them get started.
Give your clients
what they want.
—
—
—
—
Login to your Altruist account and send us a chat message using the Help button. One of our customer support associates will respond in less than 5 minutes.
Email us at support@altruist.com and we’ll get back to you within 8 business hours. Please do not include any Personal Identifiable Information in emails, such as full account numbers and Social Security numbers.
Leave us a message at (888) 510-4660 and we’ll call you back within 8 business hours.
Upload a secure file to share with us and our team will review and email you back.
We’re available Monday–Friday from 9 am ET to 8 pm ET.
We're here to help you do your best work.
Not for retail distribution. This communication has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only, as defined by local laws and regulations.
Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and 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. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule 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, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC.
Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/
© 2022 Altruist Corp
Investing and Model Marketplace
Access leading asset management providers.
Trading and Rebalancing
Buy and sell individual securities or use our rebalancing tool.
Easily transfer client funds.
Funding and Transfers
Buy and sell individual securities or use our rebalancing tool.
Trading and Rebalancing
Funding and Transfers
Easily transfer client funds.
Establish accounts and deep dive into performance reporting.
Account Opening
Seamlessly open a client account in minutes.