Tax management
Tax management, fully loaded
Built-in tax-management tools that work across accounts and households, so you don’t have to.
Let our tax tools do the heavy lifting
Move clients forward, without a huge tax bill
Set a capital gains budget, and the rebalancer does the heavy lifting—weighing tax impact against tracking error to propose tax-aware trades, within your limits, on your schedule.
Transition legacy positions, on your terms
Start with what a client already holds. Then map a tax-aware path to a target portfolio, using gains budgets to compare transition scenarios before acting.
Automate tax management across the book
Let the system scan daily for tax-loss harvesting opportunities and rebalance without triggering unnecessary gains.
Coordinate tax strategy across the household with asset location
Choose where assets should sit across a household for tax efficiency, and the system rebalances from there. Save those choices as defaults to streamline setup for new households.
Show clients what tax management is doing for them
Pull up a built-in report before the client meeting. It totals the year for you: every loss harvested, every gain taken, and what that meant for the client’s tax bill.
Tax Management tools are available for Advisor use only. Altruist does not provide tax or legal advice.
Altruist Donor-Advised Funds
Turn appreciated securities into charitable giving
01
Open and manage DAFs in minutes
Set up or transfer in a DAF account in a few clicks. Fund it with cash or appreciated securities from a taxable account.
02
Invest DAF assets into any model or portfolio you choose
Assign any model from the Altruist Model Marketplace, or build something more tailored with custom models, UMAs, or personalized indexing.
03
Make giving easier for your clients
Clients can recommend grants to 1.8M+ charities directly from their Altruist account or mobile app.
04
No opening, balance, or grant minimums.
Any client can start a DAF and grant any amount. With fees starting at 50 bps¹ a year, tax-efficient giving makes sense for more of your book.
Make the most of
tax management with Altruist
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Run your firm your way
Use our platform to power your vision and spend less time on ops — so you can focus on what matters.
¹Rates shown reflect publicly published base rates as of Oct 2026 and are subject to change without notice.
Altruist LLC (“Altruist”) offers registered investment advisors (“Advisors”) using the Altruist platform a suite of tax management tools (“Tax Management Tools”) which Advisors can use to provide tax management services to their clients. Tax Management Tools are available to Advisors through Altruist’s rebalancing software. The Altruist Tax Management Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.
Tax laws and regulations are complex and subject to change, which can materially impact investment results. Altruist believes the information provided herein is accurate but does not guarantee that the information herein is accurate, complete, or timely. Altruist makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Advisors are solely responsible for monitoring client accounts to ensure Rebalancer and Tax Management Tools and settings are operating as intended. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance. Review the “Altruist Tax Management Tools and Rebalancer Disclosures” on altruist.com/legal for more information.
Donor-advised fund accounts are sponsored by Endaoment, a 501(c)(3) public charity that is the legal owner of DAF assets and the customer of record on the account. Contributions are irrevocable. Grant and investment recommendations are advisory only and subject to Endaoment’s approval. The DAF account is charged an asset-based platform fee, billed monthly. See the Altruist Financial LLC Fee Schedule. Investments are subject to market risk, including possible loss of value. Altruist does not provide tax or legal advice and you should consult a tax advisor for tax impacts. Donors cannot receive a benefit from fund allocations. Custody and brokerage services provided by Altruist Financial LLC, member FINRA/SIPC.
All screens shown are illustrative. Client names, account numbers, holdings, and figures are hypothetical and shown solely to demonstrate platform functionality. They do not represent actual accounts, actual clients, or actual investment results.