Altruist's Advisor Experience provides RIAs with a unified platform combining custody and technology to simplify operations and enhance client service.

Key Features

Integrated Custody and Technology Platform A single platform combining custody services with critical technology tools.

• Streamlines operations by integrating custody and portfolio management.
• Reduces the need for multiple service providers.

Expert Support Team Provides fast and personalized support for advisors.

• Average response time under 40 seconds.
• 99% satisfaction rate from users.

Tailored Onboarding Process Simplifies transitions with customized plans and digital onboarding.

• Bulk transitions facilitated by experienced professionals.
• Client-friendly onboarding experience.

Advisor-Focused Community Engagement Interactive tools for advisors to influence product development.

• Submit feature requests and upvote ideas via an Idea Portal.
• Bi-weekly updates with new features and functionalities.

Cost-Efficient Portfolio Management Access to over 350 asset managers at competitive costs.

• Simplifies portfolio management tasks.
• Fully integrated fee billing solution to eliminate compliance issues.

Benefits

Streamlined Operations Combines custody and technology in one platform to improve efficiency.

• Reduces operational complexity.
• Saves time and resources for RIAs.

Enhanced Client Service Delivers tools and support to meet client expectations effectively.

• Provides a personalized client experience at scale.
• Generates clear performance reports quickly.

Improved Advisor Collaboration Encourages community-driven development of platform features.

• Allows advisors to shape the tools they use daily.
• Promotes innovation through regular updates.