Altruist

Robo-Advisors & Wealth Management

Get Verified & Update Profile Claimed profiles go to the top of search results. Get verified now, it takes just a couple minutes. Visit Report

This innovative platform streamlines the client onboarding process, enabling financial advisors to efficiently set up new clients in a matter of minutes while automating administrative tasks to improve operational efficiency. Key features include personalized portfolio management, automated rebalancing, and high-yield cash accounts, all designed to reduce costs and improve client outcomes, making it an ideal solution for both emerging and established registered investment advisors (RIAs) seeking to modernize their practices and focus more on client relationships.

Altruist can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Altruist are:

Ziggma Promoted → Plannr → Adhesion Wealth Advisor Solutions → WBI Investments → Fundment →

Screenshots

YouTube Videos

Details

Altruist Main Features

• Fee Billing
  Set up any billing method that works for you and your clients.
• Integrations
  Connect different tools to work more efficiently.
• Live Support
  Get quick help from trained support staff whenever you need it.
• Start an RIA
  Bring all the important technology together at a low cost to help your business grow.
• Altruist Cash
  Provide clients with a high annual percentage yield (APY) on their cash.
• Client Portal
  Give clients easy access to their investment information.
• Custom Reports
  Create reports that fit your needs and those of your clients.
• Go Independent
  Become an RIA easily with digital bulk transfers and great support.
• Scale Your RIA
  Make your work easier by automating tasks that take a lot of time.
• Client Experience
  Surprise your clients with excellent service and support.
• Fractional Shares
  Trade small parts of shares to meet client needs better.
• Model Marketplace
  Stop paying too much for portfolio management services.
• Advisor Experience
  Get great support and service as an advisor.
• Portfolio Reporting
  Show data clearly and easily to your clients.
• Clearing and Custody
  Work with a custodian that understands the needs of independent advisors.
• Portfolio Management
  Help your clients achieve better results with smart portfolio strategies.
• Automated Rebalancing
  Keep portfolios balanced automatically without extra work.
• Increase Profitability
  Save money by not paying too much for portfolio tools and services.
• Digital Account Management
  Manage accounts online easily and quickly.

Altruist Benefits

• Start an RIA
  Altruist brings all the necessary technology together, making it easier and cheaper to grow your firm.
• Go Independent
  Altruist helps you become a Registered Investment Advisor (RIA) easily with digital tools and support.
• Scale Your RIA
  You can automate tasks to save time and reduce mistakes, allowing your team to focus on important work.
• Get Live Support
  You can get quick help from trained experts whenever you need it, making your work smoother.
• Invest Efficiently
  Altruist allows you to create investment strategies that fit your clients' needs without extra costs.
• Delight Your Clients
  Your clients will enjoy fast onboarding and easy access to their investment information.
• Increase Profitability
  Using Altruist, you can stop paying too much for extra services and keep more money for your business.
• Simplify Your Tech Stack
  You can manage account opening, funding, reporting, and billing in one place, making everything faster and easier.

Who should use Altruist?

• New RIAs
  They will find it simple to start their own firm with all the necessary technology in one place.
• Growing RIAs
  They can scale their business by reducing paperwork and improving efficiency with automation.
• Clients of Advisors
  They benefit from faster service and better access to their investment information.
• Tech-Savvy Advisors
  They can enjoy a modern platform that makes trading and reporting quick and easy.
• Independent Financial Advisors
  They can use Altruist to manage their clients' accounts easily and save time with automated tools.

Verified Badge

<a href="https://saasbrowser.com/en/saas/100181/altruist" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/ebtnaoamhb8jc2rcnq8lstckxfdc" alt="Altruist - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

<a href="https://saasbrowser.com/en/saas/100181/altruist" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/9ddw9ij0zwaf0drxwhdhk4ac7x8y" alt="Altruist - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

Altruist Alternatives

Ziggma Promoted

A comprehensive investment management platform provides tools for tracking an...

Plannr

This innovative platform streamlines the management of client relationships a...

Adhesion Wealth Advisor Solutions

A comprehensive platform designed for financial advisors streamlines investme...

WBI Investments

A comprehensive wealth management platform streamlines the investment process...

Fundment

This platform revolutionizes the investment process by providing financial ad...

Privé

This platform offers a comprehensive, AI-powered solution designed to streaml...

Technologies Used

View All Technologies