Altruist provides a comprehensive custodian solution tailored for Registered Investment Advisors (RIAs), enabling efficient client account handling, performance tracking, and personalized branding.

Key Features

Asset Protection Guarantee Ensures security and compliance similar to Charles Schwab and Fidelity.

• Bolsters client trust with robust insurance coverage.
• Aligns with industry-leading compliance standards.

Unified Client Management Tools Offers a single source of truth for statements, documents, performance, and account management.

• Centralized access to all client-related information.
• Simplifies workflows for advisors and clients.

Web and Mobile Access Provides clients with a web-based portal and native mobile apps for iOS and Android.

• Enables real-time access to account details.
• Enhances connectivity and engagement through user-friendly interfaces.

Paperless Workflows Supports fast account opening, bank linking, beneficiary management, and transfers.

• Reduces manual paperwork.
• Speeds up administrative processes for advisors and clients.

Customizable Branding Allows RIAs to add their name, photo, and logo across the platform.

• Strengthens client relationships by creating a personalized experience.
• Makes the platform feel like an extension of the advisor's practice.

Benefits

Enhanced Client Experience Streamlined tools ensure smooth interactions between advisors and clients.

• Improves client satisfaction with easy-to-use interfaces.
• Reduces response times with engaged service teams.

Operational Efficiency Integrated features eliminate common pain points for RIAs.

• Simplifies fee billing processes to avoid revenue loss.
• Provides quick insights into portfolio performance with minimal effort.