Stop accommodating your custodian’s tedious workflows. Save time, cut costs, and start growing more efficiently.
Paper-heavy processes, poor service, and expensive software are dragging down team productivity.
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.
Open, fund, and transfer accounts quickly, without paperwork or statements.
Manage bank transfers for clients with a streamlined authorization process.
Simplify invoicing with flexible, automated schedules or one-offs.
Visualize data like time-weighted returns and net deposits over time.
Provide easy access to accounts, transfers, performance, and documents.
Connect with planning, reporting, risk management, and CRM software.
Get questions answered fast with great support from real people.
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.
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“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”
“Altruist has been a life saver. The user experience is exactly what I wanted for serving my clients. The customer support is phenomenal. The platform saves me so much time as an advisor.”
"My business is currently in a good place with Altruist, managing assets has never taken less of my time, I’ve got nothing but great things to say.”
“I opened an IRA with a client on the phone with me...in under 5 minutes including Beneficiaries and Trusted Contacts.”
“Truly digital ACATs that are fast...fast account opening, great UI/UX (love the minimalist design), fast and awesome support team, automated investing, fee billing, and performance reporting...the best is yet to come!”
“Fantastic platform. Intuitive, simple, efficient. Support team has been a pleasure to work with.”
These testimonials were given by current clients or investors. Neither Altruist nor its affiliates paid for these testimonials, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of these testimonials, the promoting advisors (M. Fox, D. Brooks, S. Rose) received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. These testimonials may not represent the experience of others and it is not a guarantee of results.
These testimonials may not represent the experience of others and it is not a guarantee of results.