Introducing Altruist's Simply Better Pricing. Learn More.

Close
Use cases
Product
Customers
Blog

Log in

See if you’re a fit

Back

Use cases

Go independent

Everything you need to become an RIA

Scale your RIA

Eliminate inefficiencies with automation

Increase profitability

Lower fees for you and your clients

Start up

Bring critical tech under one roof

Essential tools on a scalable, open platform.

Product

Portfolio Management

Drive better client outcomes

Portfolio Reporting

Present data effortlessly

Model Marketplace

Stop overpaying your TAMP

Altruist Cash

Offer industry-leading APY

Client Experience

Exceed expectations

Fee Billing

Accommodate any billing arrangement

Advisor Experience

Enjoy a new standard of support

Integrations

Unlock productivity

Clearing and Custody

Eliminate your biggest pain points by partnering with the modern custodian built exclusively for RIAs.

Learn more

Blog

See all blogs

Become an RIA

Launch your new firm with ease

Marketing

Grow faster with best practices

Scale

Technology, process, people

Advisory

Drive better client outcomes

Company Insights

Everything newsworthy at Altruist

Original content

Podcasts

Never miss an episode

Webinars

Catch our latest conversation

Get stellar customer service and software — all in one streamlined solution. Explore product

Case study

Learn more

Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

See for yourself

Take a self-guided tour

Get time savings and personalization without the 50+ bps price tag. Explore product

E-books

Road to $100 Million

5 strategies to accelerate your growth

Custodian Buyer's Guide

Everything you need to know

RIA Launch Kit

Your guide to going independent

The 8-Week Roadmap to a Killer Financial Advisor Event-1

8-Week Advisor Event Roadmap

Plan and execute client-generating events

Log in See if you’re a fit

Thank you!

About Us
Careers
Contact
Blog
Podcasts
Webinars
Client Hub
Client Setup
Execution Quality

Use Cases

Go Independent
Scale Your RIA
Increase Profitability
Start an RIA

Clearing & Custody

Digital Account Management
Intraday Rebalancing
Real-Time Data
Enhanced Account Protection

Portfolio Management

Fractional Shares
Model Marketplace
Automated Rebalancing
Direct Indexing

Fee Billing

Custom Schedules
Exceptions and Minimums
Fee Reporting
Co-Branded Invoices

Portfolio Reporting

Performance Communications
Custom Reports
Benchmarks
Analytics

Client Experience

Client Portal
Digital Account Management
Co-Branding
Accessible Information
About Altruist

Advisor Experience

Transition Services
Live Support
Product Roadmap
Bi-Weekly Releases

Integrations

Data Sync
Account Opening
Portfolio Accounting
Held-Away Linking

Security
Privacy Policy
Terms
Sitemap
Legal

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC . Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck