Menu Sign up
Apply for Beta

Have an invite? Join here or login.

Streamline your RIA &
watch it grow.

Try it free

Watch Demo

Sign up

An all-in-one platform

We’re here to replace your custodian.

And lots more. Seamlessly manage your

business, lower costs, and make your

clients happy.

Investing & reporting,
together at last.

Your entire business at
a glance.

Simple, yet powerful
fee billing.

Seamlessly integrated
performance.

A beautiful client
experience.

Sign up

Really affordable.

First 100 client accounts free and just
$1/account each month after.

Seriously.

Keep in mind, other brokerage service fees may apply on your client's assets. Please see our fee schedule on our Legal page to learn more.

The experience your client deserves.

iOS & Android App
altruist app screenshot
altruist app screenshot 3
altruist phone app
Sign up

Get to work.

Sign up free