Scale with automation designed for RIAs.

Stop accommodating tedious workflows and poor service. Save time, cut costs, and start growing more efficiently with an all-in-one custodian.

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Scale your RIA Scale your RIA

Overpriced tech can’t fix the problems your custodian creates.

Paper-heavy processes, poor service, and expensive software are dragging down team productivity.


Where's your effort going?

And what would you rather be putting it towards?


hours per week on work unrelated to client activities or business development.¹


per account for fee billing and performance reporting software (on the low end).²


different technologies to manage your practice.

Features built for scaling

account types

Digital Account Management

Open, fund, and transfer accounts quickly, without paperwork or statements.

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ACAT transfer selection

Digital MMAs

Manage bank transfers for clients with a streamlined authorization process.

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Automated Fee Billing

Simplify invoicing with flexible, automated schedules or one-offs.

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portfolio vs benchmark comparison

Integrated Reporting

Visualize data like time-weighted returns and net deposits over time.

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Digital Client Portal

Intuitive Client Portal

Provide easy access to accounts, transfers, performance, and documents.

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selection of integrations

Seamless Integrations

Connect with planning, reporting, risk management, and CRM software.

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chat support message

Live Chat Support

Get questions answered fast with great support from real people.

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Contact our scale up specialists today

See if you’re a fit

Run the practice you envisioned.

Simplify and streamline your operations at an industry low cost.
With the ability to open, fund, transfer, report, invest, and bill in minutes, you can free up human capital to focus on planning, client relationships, and acquisition.
all-in-one financial advisor platform
Digital Move Money Authorizations take the unnecessary back-and-forth out of deposits and withdrawals.
text between client and advisor
No more waiting on hold only to get unsatisfactory answers. Live chat support means faster issue resolution and real human service.
live chat support
Give clients transparent access to important information — statements, tax documents, invoices, activity, and performance are only ever a few clicks away.
Altruist product screen

A fully digital suite of practice and portfolio management technology. Built exclusively for RIAs.

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.

Insights from industry experts

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Resources to help you scale your firm

Upgrade your operations.

Switch to Altruist and get the technology and service your RIA deserves.

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