Scale with a custody platform built for RIAs.

Stop accommodating your custodian’s tedious workflows. Save time, cut costs, and start growing more efficiently.

Talk to us

Scale your RIA Scale your RIA

Overpriced tech can’t fix the problems your custodian creates.

Paper-heavy processes, poor service, and expensive software are dragging down team productivity.

scale

Where's your effort going?

And what would you rather be putting it towards?

17

hours per week on work unrelated to client activities or business development.¹

$59

per account for fee billing and performance reporting software (on the low end).²

8+

different technologies to manage your practice.

Features built for scaling

account types

Digital Account Management

Open, fund, and transfer accounts quickly, without paperwork or statements.

Learn more
ACAT transfer selection

Digital MMAs

Manage bank transfers for clients with a streamlined authorization process.

Learn more
invoicing

Automated Fee Billing

Simplify invoicing with flexible, automated schedules or one-offs.

Learn more
portfolio vs benchmark comparison

Integrated Reporting

Visualize data like time-weighted returns and net deposits over time.

Learn more
Digital Client Portal

Intuitive Client Portal

Provide easy access to accounts, transfers, performance, and documents.

Learn more
selection of integrations

Seamless Integrations

Connect with planning, reporting, risk management, and CRM software.

Learn more
chat support message

Live Chat Support

Get questions answered fast with great support from real people.

Learn more

Contact our scale up specialists today

Talk to us

Run the practice you envisioned.

Simplify and streamline your operations at an industry low cost.

With the ability to open, fund, transfer, report, invest, and bill in minutes, you can free up human capital to focus on planning, client relationships, and acquisition.

all-in-one financial advisor platform

Digital Move Money Authorizations take the unnecessary back-and-forth out of deposits and withdrawals.

text between client and advisor

No more waiting on hold only to get unsatisfactory answers. Live chat support means faster issue resolution and real human service.

live chat support

Give clients transparent access to important information — statements, tax documents, invoices, activity, and performance are only ever a few clicks away.

Altruist product screen

A fully digital suite of practice and portfolio management technology for $1 per account per month. And the first 100 accounts are free.

Keep in mind, other brokerage service fees may apply on your client's assets. Please see our fee schedule on our Legal page to learn more.

Talk with our new RIA experts

Contact our scale up specialists today

Talk to us

Upgrade your operations.

Switch to Altruist and get the technology and service your RIA deserves.

Talk to us Get started free