Built for Breakaway Advisors
It’s how you grow your dream RIA.
Choose modern custody made exclusively for independent advisors—save time, cuts costs, exceed client expectations, and watch your business bloom.
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The problems we’re solving:
We design-out the common obstacles that get in the way of organic growth. We’ve already nixed paperwork, needless platform switching, hard-to-reach customer service, NIGO issues, and we’ve integrated a lot of often far flung technology into one, connected platform. Clients who work with Altruist-powered advisors can feel good about their money, knowing their advisors have the tools to do their best work.
Share a seamless platform with clients.
With the Altruist mobile app, your clients can easily view their accounts, track investment progress, make deposits and withdrawals, and update info whenever needed.
Over 4,900 RIAs trust Altruist to help them grow.
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Truly digital ACATs that are fast…the best is yet to come!”
Donovan Brooks, Storyline Financial Planning
This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s 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.