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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Better Portfolio Construction with Unified Managed Accounts
Unified managed accounts (UMAs) on Altruist allow advisors to combine models from their favorite investment managers with their own custom portfolios.
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Introducing Altruist’s Strategist Suite of Portfolios
Announcing the launch of a new addition to the Model Marketplace: the Altruist Strategist suite (Strategist). Authored by Adam Grealish, Head of Investments.
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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.
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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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