Clearing & Custody
Simplify your operations with digital workflows that replace time-consuming admin work.
Schedule and automate repetitive tasks like rebalancing, deposits and withdrawals, RMDs, and more.
Give clients assurance with our excess SIPC policy, regulatory oversight, and Asset Protection Guarantee.
Open accounts in minutes and streamline client onboarding with ACATs initiated in under 60 seconds.
Same day settlement helps put your clients' money to work and give you a clearer picture of your business.
Proactive notifications make it easier to manage transfers, account opening, and rebalancing.
Excess SIPC coverage, active cybersecurity monitoring, and an Asset Protection Guarantee go above and beyond industry standard policies. Visit altruist.com/security to learn more.
Kiplinger Wealth Advisors
This testimonial was given by a current client or investor. 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). As of the date of this testimonial, 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.
Implement the personalization your clients want at the scale your practice needs.
Simplify portfolio management with access to over 350 asset managers at an industry low cost.
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
Generate a complete, digestible picture of client performance in just a few clicks.
Partner with a custodian that helps you deliver remarkable experiences (and doesn't market to your clients).
From technology to service, get more value from a custodian that's entirely focused on RIAs.
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