Built-in portfolio management
Made to work while you advise
Build our choose your portfolio. Then automate rebalancing, tax management, and reporting—for every portfolio. Simple to complex.
Versatile investing
Advise your clients your way
Manual trading
Manually trade fractional shares of stocks, ETFs, and mutual funds commission-free.
Automated rebalancing
Keep your clients invested, risk-aligned, and on-track with our powerful and versatile rebalancer.
Fully customizable
Mix and match by building your own custom models and unified managed accounts (UMAs).
Operational efficiency
Work smarter,
not harder, with benefits for your
entire firm
Portfolio customization
Implement the personalization your clients want at scale.
Automated portfolio rebalancing
With our automated, rules-based portfolio rebalancing, now featuring review and release, you can preview, adjust, and approve trades before execution while keeping automation on autopilot.
Low fees
Our simply better pricing aims for our fees to be simple, transparent, and as good or better than legacy alternatives.
Built-in tools
Tools for maximizing portfolio growth
Flexible lending with SBLOC
Try our new, low-interest-rate lending option for your clients. No need to liquidate securities, alter the investment strategies you’ve already created, or trigger capital gains.
Built-in tax management
Deliver tax savings to clients with automated daily scanning for tax-loss harvesting, tax-sensitive rebalancing, and more
Model marketplace
Explore over 500+ professionally managed model portfolios that are up to 3x cheaper than the average TAMP, with some starting at 0bps.*
High-yield cash
Grow client cash with a high-yield cash account. No minimums. Same-day transfers. APY is variable and subject to change.
Altruist Personalized Indexing
Exclude sectors, industries, or individual securities, apply values-based screens powered by Smartleaf and MSCI, and see exactly how those changes affect the portfolio in real time—at no additional cost.
Digital fixed income
Streamline how you discover, buy, and monitor fixed income securities. Screen faster, effortlessly click-to-trade, and enjoy full transparency at industry-leading prices.
*The average price of a turnkey asset management program (“TAMP”) is estimated to be 0.45bps – 0.50bps as of November 2024. This estimate is based on publicly available pricing information for TAMP providers (including AssetMark, Envestnet, and Orion) and other industry sources. Altruist offers products through its Model Marketplace which RIAs may choose to use as an alternative to TAMPs, but these products are designed differently and may not include all features or services typically offered by other TAMP providers. As such, cost comparisons may not fully account for differences in features, services, or usage.
Simply better pricing
We aim for our fees to be simple, transparent, and as good or better than the most competitive legacy alternatives—never getting in the way of your ability to give authentic advice.
Explore our entire platform, custom built for RIAs.
Fast onboarding
Start on the right foot with our consolidated, industry-defining workflow.
Streamlined
operations
Automate the administrative workflows that keep your business running smoothly.
Transformative AI engine
Make each day more efficient than the last with Hazel, your new AI engine.
Run your firm your way
Use our platform to power your vision, cut the ops work, and get a full quarter of your year back.