Behind the products helping advisors do their best work
-
Featured
Smarter rebalancing starts here: Introducing Review & Release
For years, rebalancing has been one of the most powerful yet misunderstood parts of portfolio management. Many investors see it simply as a mechanical process of buying and selling, overlooking its deeper role in maintaining risk alignment and long-term discipline.
-
Article
Understanding structured products
Structured products are investments whose returns partly depend on how another asset performs.
-
Direct Indexing, simplified
Explore how Altruist’s Direct Indexing models help you personalize portfolios, maximize tax-savings, and provide high-end strategies for your clients.
-
Model Marketplace 2024 recap
Recapping the most popular strategies, managers, and new features of Altruist’s Model Marketplace that launched in 2024.
-
Dispelling 7 myths about Altruist’s Model Marketplace
Here are some misconceptions about our model marketplace (and why they’re off base).
-
Direct Indexing: What Advisors Need To Know
Here’s what advisors need to know about direct indexing and how to use the strategy at Altruist to produce better client outcomes.
-
Simplifying Fixed Income Trading for RIAs
Dive into Altruist’s new fixed income trading center—a fully digital solution designed to help RIAs manage client portfolios with ease.
-
Article
Introducing Altruist One: The custodian pricing model, reimagined
Authored by Altruist CEO and Founder Jason Wenk.
-
Article
We’re Eliminating PAS Fees for Altruist Brokerage Accounts
Advisors who custody with Altruist accounts now get PAS, reporting, fee billing, and a modern client portal at no additional cost. Authored by Jason Wenk, CEO.
-
Article
3 Upgrades To Our Tax Management Tools
Altruist’s tax management tools are getting even better. Read the latest here.
-
Article
Answers to the Altruist Community’s TaxIQ questions
We answer the most common questions about TaxIQ, Altruist’s new suite of tax management solutions.
-
Maximizing Client Returns with TaxIQ
Adam Grealish, Head of Investments at Altruist, introduces new Tax Management features built for RIAs.
-
How Automated Tax Management Benefits Clients and Advisors
TaxIQ empowers advisors to automate tax loss harvesting, tax-aware rebalancing, and additional reporting.
-
Everything You Need to Know About Performance Reporting Software
Here’s a comprehensive feature list of what to look for when selecting a performing reporting software solution for an RIA.
-
Why Altruist Changed From FIFO to MinTax Cost Basis
Altruist has changed our default cost basis reporting to MinTax from FIFO. Learn about our commitment to transparent reporting.
-
Article
FIX is Here: Trading on Orion and Advyzon is now directly integrated with Altruist
Altruist launches seamless FIX trading integration with Orion and Advyzon, offering RIAs a modern, efficient, and fully digital trading experience.
-
Article
Advisor Portal Updates: Improved Navigation and Global Search
Announcing a few exciting quality of life updates to our advisor portal.
-
Introducing the Altruist + Smartria Integration for trade monitoring
Discover the powerful new integration between Altruist and Smartria’s all-in-one compliance platform for RIAs.
-
Introducing the Altruist and ByAllAccounts Integration
A powerful new integration between Altruist and ByAllAccounts® & Morningstar OfficeSM.
-
Introducing the Altruist + ACA integration for ESG analysis
Discover the powerful new integration between Altruist and ACA’s Data and Analytics solution, Ethos.
-
Streamline Retirement Income Management with Altruist + Income Lab
Retirement income planning just got easier. Announcing our integration with Income Lab.
-
Announcing Altruist’s integration with RightCapital
Altruist’s integration with RightCapital makes financial planning easier and more powerful for advisors and their clients.
-
Article
Altruist debuts industry-first custodial integration
Hazel is now the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.
-
Altruist unveils Hazel, a transformative AI platform for wealth professionals
Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors.
-
We’ve Acquired Thyme to supercharge advisor efficiency
Altruist has acquired Thyme, a sleek, modern AI-powered platform that’s redefining productivity for financial advisors.
Interested in Altruist?
Use our platform to streamline RIA operations, cut overhead costs, exceed client expectations, and deepen relationships.