Trading, built
around your firm
Your strategy, your way, on one seamless platform.
Whole or fractional
Trade whole or fractional shares of stocks or ETFs—no commissions, no idle cash.
Fully digital
Research and trade fixed income, integrated on Altruist end to end.
Up in minutes
Offer structured products through your preferred partners, with trades set up in under 10 minutes.
Fractional equity and ETF trading
Stocks or ETFs,
on your terms
Stay consistent with your strategy across every client.
Commission-free
Benefit from no per-trade fees on equity and ETF trades—fractional or whole shares.*
Fractional share investing
Trade the share amount you decide is best for your clients—whole or fractional.
Your call, every trade
Place fractional trades manually with full advisor discretion, integrated directly into the platform.
*Other fees may apply. See Altruist Fee Schedule.
Fixed income
Fixed income in a few clicks
Trade on one platform, and spend less time doing it.
Fast screens
Browse pricing and inventory with advanced filtering across US Treasuries, Corporates, Municipals, and more.
Deeper data at your fingertips
Historical yield, maturity, and pricing graphs for every security—clean and right where you need them.
Click, trade, save
Quick-and-easy order creation with smart-order routing. Enter your quantity, confirm, and done.
Altruist provides fixed income data and activity to advisors’ clients through a partnership with Moment Technology, Inc (“Moment”). Data received is not from Altruist Financial, LLC, but instead from Moment. Fixed income investing involves risk and an investor may experience, but not limited to, a loss of principal related to interest rates, credit risk, market valuations, market liquidity, and other factors. Altruist does not guarantee that security prices provided by Moment are more favorable than those available through other sources. Advisors are encouraged to perform their own due diligence before investing in fixed income securities.
Structured products
Structured products, simplified
Expand what you can offer clients, right inside Altruist.
Trade with your preferred partner
Work with the partners you already trust—BondNav, iCapital, Halo, and more—fully integrated into our platform, with no trading commissions or markups.
From an hour to under 10 minutes
Upload a simple trade file, and Altruist handles the rest—reconciliation, custody, the whole thing.
Every position, all in one place
Holdings, settlement status, and daily price updates for every structured note, right alongside the rest of your clients’ accounts.
Structured products are complex investment instruments that may not be appropriate for all clients. They carry risks, including potential loss of principal, limited liquidity, and exposure to the issuer’s credit risk. Advisors should evaluate each client’s investment objectives, risk tolerance, and liquidity needs before recommending these products. Advisors are responsible for reviewing all offering documents and ensuring clients understand the structure, risks, and costs prior to investing.