Customers
Learn how thousands of advisors save time, reduce costs, and deliver great independent financial advice to more people with Altruist.
Automate manual tasks with digital account opening, funding, trading, reporting, and billing in one solution.
Get fast, expert service by phone, email, or chat from a support team that boasts a 99% satisfaction rate.2
Submit feature requests, upvote ideas, and share feedback with an online community exclusively for RIAs.
*Free trial offer applies to Altruist’s Portfolio Accounting Software (PAS) only. Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client's assets. Please see the Altruist Financial LLC and Altruist LLC Fee Schedules and Subscription Pricing on altruist.com/legal to learn more.
Real stories from RIAs who made the switch.
Check out this 60 second video to see how Altruist can make life better for clients and advisors.
Check out this 60 second video to see how Altruist can make life better for clients and advisors.
Read how Altruist has impacted the lives of independent advisors and their clients.
“Choosing Altruist to help me serve the sort of people I've known my whole life in rural Kansas was a no-brainer.”
“Hands down the most listening, actively engaged, caring company I’ve ever experienced. I’ve yet to have an engagement with anyone there that was less than stellar.”
“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.”
This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from advisors and on assets in accounts. As of the date of this testimonial, the promoting advisor (B.Maize, C.Bailey, D.Brooks, J. Walter, J. Castelli, K. Lum, I. Bloom, M. Fox, A. N'jie-Konte, D. Hicks, M. Pashman and D. Windle) received compensation or other benefits from Altruist through their participation in one or more of Altruist’s programs, which created a conflict of interest on the promoters part and may have influenced the view(s) expressed. For details on compensation, benefits, and conflicts of interest, see altruist.com/RIA-testimonial. For more about the promoter’s conflicts of interest, see their advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.
Deliver remarkable client experiences (and never compete for your clients).
Implement the personalization your clients want at the scale your practice needs.
Access over 350 models from best-in-class asset managers at an industry low cost.
Say goodbye to revenue loss and compliance headaches with fully integrated fee billing.
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