Get an elegant, mobile-first experience for your clients.
Clients can enjoy a mobile app or log in through a portal designed just for them. They can easily update information, view their accounts, and feel confident about their financial future.
The custodial solution you’ve been waiting for.
Open and fund accounts in seconds and manage your entire book of business all in one place.
Replace your
custodian
Lightning-fast, fully digital account opening.
No minimum AUM so you can serve the clients you want.
Significantly lower costs.
Invest easily and
efficiently
Commission-free, fractional share trading.
Automated rebalancing.
Build and manage custom model portfolios at scale.
Manage your
practice
All of your critical business information in a single location.
Powerful, built-in reporting
and billing.
CRM, risk analysis, and custodial integrations.
Love from our users.
Altruist makes me feel future-proof
...Fantastic customer support! They also provide me with free* performance reporting, fee billing, and a robust client portal.
Trent G.
Resilient Financial Planning
Helps me run the practice I envisioned
I was nervous when I started my own firm... Altruist makes onboarding clients and opening accounts super easy.
James V.
Vermillion Private Wealth
Bringing custodial services into the 21st century
Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze...
Matthew F.
Ithaca Wealth Management
An advisor is an advisor, no matter how small
What I'm loving about Altruist: Truly digital ACATs, fast account opening, great UI/UX, fast & awesome support team.
Donovan B.
Storyline Financial Planning
Altruist and our affiliates did not request or pay for this testimonial, but we do earn revenue from financial advisors who use our platform.
This customer review may not represent the experience of others and it isn’t a guarantee of results, but we’d love the opportunity to show you firsthand.
Stellar customer service by humans, for humans.
Our platform is built exclusively with advisors in mind, and our customer service is no different. Get help from our experts in minutes.
