# 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 v27.8, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Brokerage application](https://altruist.com/brokerage-application/)
- [Breakaway advisors](https://altruist.com/breakaway-advisors/): Launch your firm with a true partner\.
- [Margin Loans](https://altruist.com/margin/): With margin loans on Altruist, get same\-day liquidity for your clients, at industry\-low rates\.
- [Insights](https://altruist.com/insights/)
- [Advisor stories](https://altruist.com/advisor-stories/)

## Posts
- [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\.
- [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\. 
- [AI in wealth management: A complete guide for 2026 ](https://altruist.com/insights/ai-in-wealth-management-a-complete-guide-for-2026/): In wealth management, AI helps advisors spend less time on routine tasks and more time with clients, making personalization, portfolio analysis, and firm growth easier to scale\.
- [The firm that invests in people first](https://altruist.com/advisor-stories/the-firm-that-invests-in-people-first/): "The great thing about working with a partner like Altruist is that I don’t need to worry if I will have the tools and technology required to grow into the future—not over the next five years, but perhaps over the next 10, 20 years and beyond,” said Douglas Boneparth\.

- [Holistic Planning selects Altruist as preferred custodial partner](https://altruist.com/news/holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets/): Texas\-based $1\.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors\.

## Events
- [Office Hours Q2](https://altruist.com/events/office-hours-q2-2026/)
- [Alternatives Webinar](https://altruist.com/events/alternatives-webinar/)
- [Coffee with Altruist Onboarding June 2026](https://altruist.com/events/coffee-with-altruist-onboarding-june-2026/)
- [Maximize tax alpha across taxable accounts](https://altruist.com/events/maximize-tax-alphaacross-taxable-accounts/)
- [Coffee with Altruist Onboarding](https://altruist.com/events/coffee-with-altruist-onboarding-may-2026/)

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

## 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)