# Altruist: Empowering RIAs to drive better client outcomes

> The AI\-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting\.

Generated by Yoast SEO v27.9, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Integrations](https://altruist.com/integrations/)
- [The RIA Launch Kit](https://altruist.com/independence/)
- [Meet Altruist](https://altruist.com/for-clients/): Learn how a modern custodian benefits you and your advisor\.
- [Build With Us \| Integrations](https://altruist.com/build-with-us/)
- [Join Altruist](https://altruist.com/join-altruist/)

## Posts
- [Essential cybersecurity strategies for independent investment advisors](https://altruist.com/insights/essential-cybersecurity-strategies-for-independent-investment-advisors/)
- [How AI in investing is changing financial advice](https://altruist.com/insights/how-ai-investing-is-changing-financial-advisory/): AI in investing is reshaping research and portfolio management—but 80% of affluent clients still want a human advisor\. Here's what's changing\.
- [7 strategies for winning next\-gen clients](https://altruist.com/insights/7-strategies-for-winning-next-gen-clients/): Next\-gen clients want weekly check\-ins, values\-aligned portfolios, and an advisor with an active social media presence\. Here's how to win them\.
- [All New @ Altruist – June  Product Updates](https://altruist.com/news/all-new-altruist-june-product-updates-2026/)
- [AI in finance: A complete guide for 2026](https://altruist.com/insights/ai-in-finance-a-complete-guide-for-2026/): AI in finance handles repetitive, data\-heavy tasks, while advisors remain responsible for judgment, relationships, and fiduciary oversight\. 

## Events
- [Webinar: Personalized Investing, Built for Advisors](https://altruist.com/events/webinars-sep-12-2025/)
- [Transformative AI,
Built for Wealth Advisors](https://altruist.com/events/transformative-ai-built-for-wealth-advisors/)
- [See Hazel \<\> Altruist in action](https://altruist.com/events/see-hazel-altruist-in-action/)
- [Scaling personalization](https://altruist.com/events/scaling-personalization/)
- [How to earn more on cash with Altruist](https://altruist.com/events/how-to-earn-more-on-cash-with-altruist/)

## Legal docs
- [Customer Relationship Summary Altruist Advisors LLC](https://altruist.com/legal/customer-relationship-summary-altruist-advisors-llc/)
- [Third Party Disclosures](https://altruist.com/legal/third-party-disclosures/)
- [Remediation](https://altruist.com/legal/remediation/)
- [OPTIONS PRICE REPORTING AUTHORITY](https://altruist.com/legal/options-price-reporting-authority/)
- [Margin disclosure statement](https://altruist.com/legal/margin-disclosure-statement/)

## Categories
- [Insights](https://altruist.com/)
- [Company news](https://altruist.com/)
- [Products](https://altruist.com/)
- [Advisor stories](https://altruist.com/)
- [Engineering Blog](https://altruist.com/)

## Optional
- [Sitemap index](https://altruist.com/sitemap_index.xml)