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Client Onboarding
Client Onboarding for Financial Services
Onboarding that once took days now takes minutes, with 30+ account types and single-session batch openings on one consolidated, digital-first platform.
Portfolio Management
RIA Portfolio Management Software
Deliver personalization at scale.
Operations
Operations
Automate administrative work.
For Advisors
Breakaway Advisors
Breakaway Advisors
Launch your firm with a true partner.
Established RIAs
Established RIAs
Drive better client outcomes.
Enterprise RIAs
Enterprise RIAs
Scale faster at lower costs.
For Clients
Meet Altruist
Meet Altruist
Learn how a modern custodian benefits you and your advisor.
Understand Our Security
Understand Our Security
Review our security measures, insurance policies, and compliance standards.
Use The Platform
Use The Platform
Watch walkthrough videos to get comfortable using Altruist.
Grow Your Cash
Grow Your Cash
Earn a competitive yield on individual, joint, trust, and business cash accounts.
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Platform
Client Onboarding
Portfolio Management
Operations
For Advisors
Breakaway Advisors
Established RIAs
Enterprise RIAs
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For Clients
Meet Altruist
Understand Our Security
Use The Platform
Grow Your Cash
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Altruist named custodial partner for $900M Lifeworks Advisors
February 7, 2026
Altruist named custodial partner for $900M Lifeworks Advisors
