Digital account opening and funding, native billing and reporting, fractional shares, an intuitive interface, and so much more.
See if you’re a fitGet stellar customer service and software for account opening, trading, reporting, and billing — all in one streamlined solution.
Get started for free*Simplify your tech stack, deliver a seamless client experience, and spend more time on the work that matters most to you.
Live chat means your questions are answered faster. Get help from our experts in minutes, not days.
Serve more clients at a lower cost. Improve your margins and avoid the scaling pains.
Check out this 60 second video to see how Altruist can make life better for clients and advisors.
See if you’re a fitBenefits for fast-growing RIAs
Bring account opening, funding, reporting, and billing into a single, automated platform. It’s digital, fast, and the first 100 accounts are free.
Craft strategies for unique client needs with commission-free fractional share1 trading, a model marketplace, and automated rebalancer.
Lightning fast onboarding and immediate, convenient access to the investment management information most relevant to them.
Original content from Altruist
Sign up to receive insightful, actionable, and relevant content for independent financial advisors.
See how a vertically-integrated custodian can help you streamline operations, slash overhead, and exceed client expectations.
Get started for free*
Quiet Wealth Management
Storyline Financial Planning
Gray Bridge Capitol
Christensen Group
Open World Financial Life Planning
Ithaca Wealth Management
These testimonials were given by current clients or investors. Neither Altruist nor its affiliates paid for these testimonials, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of these testimonials, the promoting advisors (D. Hicks, A. Newman, A. Chalekian, D. Brooks, S. Rose, M. Fox) received compensation or other benefits from Altruist through the promoting advisors’ participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisors’ part and may have influenced the views expressed by the promoting advisors. 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 advisors’ conflicts of interest when expressing their views about Altruist or Altruist’s affiliates, please see the promoting advisors’ advisory program brochures, available at https://adviserinfo.sec.gov/.
These testimonials may not represent the experience of others and are not a guarantee of results. Some account types may not yet be available, processing times may vary.
Make a seamless transition to the
custodian built 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.
1Fractional shares may not be marketable or transferable to another brokerage account.
