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Submitted URL: http://altruist.com/
Effective URL: https://altruist.com/
Submission: On August 01 via manual from US — Scanned from DE
Effective URL: https://altruist.com/
Submission: On August 01 via manual from US — Scanned from DE
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Looking for an alternative to Schwab? Learn More * Use Cases * Go Independent * Scale your RIA * Increase Profitability * Start an RIA * Product * Self-Clearing Custodian * Portfolio Management * Model Marketplace * Fee Billing * Portfolio Reporting * Client Experience * Advisor Experience * Explore Product * Customers * Resources * Blog * Webinars * Podcasts * The Road To $100M * Content Marketing Playbook * RIA Launch Kit * Sign in * Talk to us THE ONLY MODERN CUSTODIAN BUILT EXCLUSIVELY FOR RIAS. Run the practice you envisioned with the software and service you deserve. Talk to us GO INDEPENDENT. Become an RIA with the convenience of digital bulk transfers and high-touch support. SCALE YOUR RIA. Eliminate inefficiencies and free up your team by automating paper-heavy, error-prone admin work. INCREASE PROFITABILITY. Stop overpaying your TAMP for portfolio research, implementation, and back office tools. START AN RIA. Unlock time and budget for growth by bringing critical tech under one roof, at an industry-low price. GO INDEPENDENT. Become an RIA with the convenience of digital bulk transfers and high-touch support. Learn More SCALE YOUR RIA. Eliminate inefficiencies and free up your team by automating paper-heavy, error-prone admin work. Learn More INCREASE PROFITABILITY. Stop overpaying your TAMP for portfolio research, implementation, and back office tools. Learn More START AN RIA. Unlock time and budget for growth by bringing critical tech under one roof, at an industry-low price. Learn More THE FREEDOM TO GROW YOUR BUSINESS, YOUR WAY. Get stellar customer service and software for account opening, trading, reporting, and billing — all in one streamlined solution. Get started for free* Simplify your tech stack, deliver a seamless client experience, and spend more time on the work that matters most to you. Live chat means your questions are answered faster. Get help from our experts in minutes, not days. Serve more clients at a lower cost. Improve your margins and avoid the scaling pains. WHY ADVISORS ARE CHOOSING ALTRUIST Check out this 60 second video to see how Altruist can make life better for clients and advisors. Talk to us Benefits for fast-growing RIAs SIMPLIFY YOUR RIA SOFTWARE Bring account opening, funding, reporting, and billing into a single, automated platform. It’s digital, fast, and the first 100 accounts are free. INVEST EFFICIENTLY AND EFFECTIVELY Craft strategies for unique client needs with commission-free fractional share1 trading, a model marketplace, and automated rebalancer. GET LIVE, FAST, EXPERT SUPPORT Registered Investment Advisors of any size and scale can expect reliable chat support from highly trained customer service agents. DELIGHT YOUR CLIENTS Lightning fast onboarding and immediate, convenient access to the investment management information most relevant to them. Original content from Altruist Sign up to receive insightful, actionable, and relevant content for independent financial advisors. Email address* utm_source utm_medium utm_campaign utm_content utm_term pageurl As featured in OVER 1,500 RIAS TRUST ALTRUIST TO HELP THEM GROW THEIR BUSINESS. See how a vertically-integrated custodian can help you streamline operations, slash overhead, and exceed client expectations. Get started for free* “I OPENED AN IRA WITH A CLIENT ON THE PHONE WITH ME...IN UNDER 5 MINUTES INCLUDING BENEFICIARIES AND TRUSTED CONTACTS.” CURTIS BAILEY CFP, CFA Quiet Wealth Management “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!” DONOVAN BROOKS, CFP Storyline Financial Planning “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.” MADDOX SOUTHARD Gray Bridge Capitol “FANTASTIC PLATFORM. INTUITIVE, SIMPLE, EFFICIENT. SUPPORT TEAM HAS BEEN A PLEASURE TO WORK WITH.” SPENCER ROSE Christensen Group “MY BUSINESS IS CURRENTLY IN A GOOD PLACE WITH ALTRUIST, MANAGING ASSETS HAS NEVER TAKEN LESS OF MY TIME, I’VE GOT NOTHING BUT GREAT THINGS TO SAY.” IAN BLOOM, CFP®, RLP® Open World Financial Life Planning “DIGITAL ACATS, DIGITAL ACCOUNT OPENING, SIMPLE BANK CONNECTION, SMARTPHONE APP MAKE THE PLATFORM A BREEZE TO USE FOR END CLIENTS.” MATTHEW F. Ithaca Wealth Management These testimonials were given by current clients or investors. Neither Altruist nor its affiliates paid for these testimonials, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of these testimonials, the promoting advisors (D. Hicks, A. Newman, A. Chalekian, D. Brooks, S. Rose, M. Fox) received compensation or other benefits from Altruist through the promoting advisors’ participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisors’ part and may have influenced the views expressed by the promoting advisors. 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 advisors’ conflicts of interest when expressing their views about Altruist or Altruist’s affiliates, please see the promoting advisors’ advisory program brochures, available at https://adviserinfo.sec.gov/. These testimonials may not represent the experience of others and are not a guarantee of results. Some account types may not yet be available, processing times may vary. TRUE INDEPENDENCE AWAITS. Make a seamless transition to the custodian built for RIAs. Talk to us *Free trial offer applies to Altruist’s Portfolio Accounting Software (PAS) only. Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client's assets. Please see the Altruist Financial LLC and Altruist LLC Fee Schedules and Subscription Pricing on altruist.com/legal to learn more. 1Fractional shares may not be marketable or transferable to another brokerage account. Close All-in-one custodial solution for modern advisors. * Use Cases * Go Independent * Scale your RIA * Increase Profitability * Start an RIA * Product * Self-Clearing Custodian * Portfolio Management * Model Marketplace * Fee Billing * Portfolio Reporting * Client Experience * Advisor Experience * Explore Product * Customers * Resources * Blog * Webinars * Podcasts * The Road To $100M * Content Marketing Playbook * RIA Launch Kit * Sign in * Talk to us * About Us * Careers * Contact * Blog * Podcasts * Webinars 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 Advisor Experience * Transition Services * Live Support * Product Roadmap * Bi-Weekly Releases * 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