Behind the products helping advisors do their best work
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Featured
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.
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Article
Understanding structured products
Structured products are investments whose returns partly depend on how another asset performs.
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Fixed Income Reimagined: How Altruist is Bringing Innovation to Bond Trading
Altruist is transforming fixed income trading, offering advisors streamlined tools for efficient, cost-effective bond management.
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Introducing High Yield Cash (formerly Altruist Cash)
A detailed breakdown of our High Yield Cash account, alongside several key updates and insights on features to come.
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A New Standard for Custodian Cash Management
Altruist Cash delivers an industry-leading APY on cash balances. Authored by Jason Wenk, CEO.
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Altruist and Seeds Partner to Help RIAs Build Personalized Portfolios
Announcing Altruist’s latest partnership with Seeds Investor. This partnership helps RIAs build personalized portfolios for their clients.
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Model Marketplace Partner Spotlight: Advisor 123
Q&A with the founding team of Advisor123, which offers a rules-based, emotion-free approach to investment management.
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Article
Introducing Altruist One: The custodian pricing model, reimagined
Authored by Altruist CEO and Founder Jason Wenk.
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Article
Simply Better Pricing: A Note About Altruist’s Fee Schedule Update
An update from Jason Wenk about Altruist’s revised fee schedule.
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Article
3 Upgrades To Our Tax Management Tools
Altruist’s tax management tools are getting even better. Read the latest here.
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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.
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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.
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Article
Advisor Portal Updates: Improved Navigation and Global Search
Announcing a few exciting quality of life updates to our advisor portal.
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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.
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