Structured products now on Altruist
Structured products are now available on the Altruist platform, giving advisors a new way to help clients earn more and protect what they’ve built. Everything can be traded, custodied, and managed in one place, simplifying access to sophisticated investment options.
How it works
- Offer structured products directly through Altruist.
- Trade and custody alongside other client assets.
- Manage strategies seamlessly without external custodians.
Altruist data just found its voice in Hazel. The new Altruist x Hazel AI integration turns live custodial records into instant answers—giving advisors on-demand visibility into household concentration, sector or asset exposure, beneficiary summaries, and more. It’s an industry-first step toward truly intelligent wealth management.
How it works
- Ask Hazel questions about client portfolios or households.
- Get instant answers sourced directly from live custodial data.
- View insights on exposure, concentration, and beneficiaries—all in chat.
New Member Details page
The new Member Details page gives admins and firm owners a clearer view of every team member’s access to client accounts. Quickly review roles, permissions, and account group or account assignments, all from one place.
How it works
- View individual member profiles in detail.
- Oversee your team’s account groups and assignments
- Review and adjust team permissions as needed.
Want a deeper dive into these new features?
Let us know. We’re here to support you every step of the way. Click below to set up time with an Altruist sales representative to discover how Altruist can help your firm do more.
Structured products are complex investment vehicles that involve significant risks and may not be suitable for all investors. These securities are typically unsecured debt obligations of the issuing bank and are subject to the credit risk of the issuer. Structured products are not deposits, are not insured by the FDIC, and are not guaranteed by any bank or government agency.
Investment returns and principal repayment depend on the performance of one or more underlying assets and on the terms of each specific note. Any references to defined outcomes, income potential, or downside protection are hypothetical and not guaranteed. Structured products may have limited or no secondary market and should generally be held to maturity.
Altruist Financial LLC (“Altruist”) does not issue structured products. All structured notes available through Altruist are issued by third-party banks and distributed through external wholesalers. Altruist provides trade processing, custody, and reporting functionality only and does not recommend or endorse any particular issuer, wholesaler, or product.
Fees, costs, and embedded issuer charges may apply and could reduce overall returns. Please refer to the Altruist Financial LLC Fee Schedule and the offering documents provided by the product issuer for additional information.
Structured products are intended for investors who understand the risks associated with derivative-based investments. Advisors are responsible for assessing suitability prior to recommending any structured product investment.
