Streamlined Operations

Offboard your busywork.

Altruist is engineered to eliminate paperwork, automate busy work, and streamline your workflows so you can spend more time building the relationships that build your business.

See if you’re a fit

Transitioning

How about
de-papering?

Save time (and trees).

Initiate transfers from other institutions with digital ACATs that eliminate paperwork and statements.

Transfer in bulk.

Work with our dedicated transition team to move your entire book of business.

Get answers on-demand.

Explore Altruist’s deep training resources at any point in your transition process to gain clarity and continue with confidence.

Reporting

Present data effortlessly.

Build client trust and replace one of your costliest line items with a built-in reporting solution that generates complete, digestible and dynamic pictures of client performance in just a few clicks.

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Fee Billing

Full-service, flexible
fee billing.

Get simplified, efficient, 360° fee billing all in one place (our platform). Use our comprehensive suite of in-house tools to automate, customize, and bill on terms that work for you and your clients.

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Integrations

Enter your efficiency era.

Securely integrate your entire tech stack, simplify your workflows, and get full visibility into every client account with Altruist.

Support

Experience a new standard of service.

From innovative technology to exceptional-quality customer care, Altruist’s full RIA focus means you’ll always have what you need to grow.

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One team. One dream.

Unlike other legacy custodians, Altruist will never compete for your clients or build products for retail investors. We’re on your team, and we always will be.

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Support on standby.

Our support team boasts a 96% satisfaction rate and an average response time of under 60 seconds, so you can say goodbye to call centers and robots.

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Advisor-led innovation.

Our advisor-facing Idea Portal makes every advisor a key contributor to our product roadmap. Submit feature requests, upvote ideas, and interact with the Altruist advisor community to shape tools that are tailored to the needs and wants of real RIAs.

“

When the client receives a large cash influx, we both know that the funds will be automatically invested. This saves time and reduces cash drag, which is a big help from a compliance standpoint.”

Amy Barnes, Firebrand Wealth Management

This testimonial was given by a current client. 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). 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 altruist.com/RIA-testimonial. 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 https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

“

At TDA, we spent ten hours a week on the phone with our custodian. With Schwab, it jumped to twenty. Now, with Altruist, it’s one hour. My wife keeps saying, ‘You never talk on the phone anymore.’”

Andrew McFadden, Panoramic Financial

This testimonial was given by a current client. 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). 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 altruist.com/RIA-testimonial. 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 https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

“

… my next reaction was, ‘This seems too good to be true.’ But I thought, let’s give it a try, so I moved a few clients over, and it turned out Altruist was every bit as good as you said it was.”

AJ Toce, Toce Financial Group”

This testimonial was given by a current client. 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). 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 altruist.com/RIA-testimonial. 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 https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

Get busy building.

Eliminate paper work. Automate busy work. Feel supported in the meaningful work of building your business.

Schedule a call

Explore our entire platform, custom built for RIAs.

Fast Onboarding

Start on the right foot with our consolidated, industry-defining workflow.

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Better Portfolio Management

Invest your way, with built-in cost efficiencies for clients and time-saving benefits for advisors.

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Transformative AI Assistance

Make each day more efficient than the last with Hazel, your new AI Assistant.

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