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“I opened an IRA with a client on the phone with me...in under 5 minutes including Beneficiaries and Trusted Contacts.”
“Truly digital ACATs that are fast...fast account opening, great UI/UX (love the minimalist design), fast and awesome support team, automated investing, fee billing, and performance reporting...the best is yet to come!”
“Altruist has been a life saver. The user experience is exactly what I wanted for serving my clients. The customer support is phenomenal. The platform saves me so much time as an advisor.”
“Fantastic platform. Intuitive, simple, efficient. Support team has been a pleasure to work with.”