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Lower costs and increase productivity with the only fully-integrated, digital platform for financial advisors.

Subscription Pricing

What’s the cost to use the Altruist platform? 

One dollar per account per month, with your first one hundred accounts free every month.

 

What’s our billing cycle and when do we bill? 

We bill on the first day after your trial period ends. That becomes the date we bill your account each month. 

 

How do we define account types for billing purposes? 

Any account we support is considered a separate account. A joint account is considered one account.

 

What is the billing date?

Each customer is billed monthly based on their subscription start date. The first billing date is the first day after the end of the trial period.

 

What happens if I sign up mid-month? 

You can sign up on any date and are billed the first day after the end of your trial period.

 

What happens if I add an account or remove an account mid-month? 

You can add or remove accounts at any time and we will prorate based on the number of days each account has been active in the billing period. 

 

What are the terms around the trial period?  

One month free trial, then billing starts. 

 

How do we treat cancellations and refunds? 

On cancellation, customers will have access until the end of their billing period since billing is in advance.

 

What happens if my card is declined or I fail to make a payment? 

We have a ten-day grace period, after which the account is paused. You can continue to manage Altruist brokerage accounts but cannot access custodian data feeds. 

 

What payment options do you support? 

For now, we offer credit cards but plan to make ACH transfers available shortly.

 

How do we bill archived accounts? 

We do not charge for archived accounts.

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