• March 2024

    New in March 2024: Altruist Cash, digital journaling, beneficiary management improvements, and more.

  • New in February 2024: Retirement Trust accounts, Morningstar Wealth integration, and more.

  • January

    New in January 2024: New House Account Dashboard, Fee Billing Enhancements, and More

  • December 2023

    New in December 2023: RMD report, business account types, ACA integration

  • Altruist November 2023 updates

    New in November 2023: ACAT tracking, Orion, and new marketplace models

  • Altruist updates October 2023

    New in October 2023: Redtail integration, expanded joint account types

  • Altruist September 2023 updates

    New in September 2023: Kwanti Integration, Roth Solo 401(k) accounts, PIMCO Models

  • Altruist updates August 2023

    New in August 2023: MoneyGuide sync, multiple account opening, holdings level performance, and more

  • June 2023 overlayed on illustration of waterfalls.

    New in June 2023: eMoney Integration, Link Held-Away Accounts, New LLC Corporation Client Accounts

  • Altruist May updated 2023

    New in May 2023: Advanced Analytics Upgrade, Benchmark Expansion