Altruist CorpAltruist is a financial technology company founded in 2018, headquartered in Los Angeles. It operates as a modern custodian specifically designed for independent financial advisors (RIAs), providing a streamlined platform for account opening, trading, reporting, and billing. The company focuses on making financial planning more accessible and efficient, allowing advisors to serve clients with lower costs and improved service quality.
Vendor
Altruist Corp
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- Advisor Experience
A comprehensive custody and technology platform tailored for Registered Investment Advisors (RIAs), offering integrated tools, expert support, and streamlined processes.
- Altruist Cash
Streamlined cash management solution offering competitive yields, FDIC insurance, and flexibility for financial advisors and their clients.
- Client Experience
A custodian platform designed for RIAs, offering tools for seamless client account management, portfolio tracking, and personalized experiences.
- Fee Billing
Altruist's fee billing solution is designed to simplify and automate the billing process for financial advisors, ensuring accuracy and compliance while reducing administrative time.
- Integrations
A platform offering integrations for financial planning, CRM, risk analysis tools, and portfolio management to streamline workflows and enhance visibility.
- Model Marketplace
Altruist's Model Marketplace offers a low-cost, easy-to-use platform for model portfolio investing with advanced tax efficiency tools.
- Portfolio Management
A portfolio management tool enabling financial advisors to personalize and manage client investments efficiently and cost-effectively.
- Portfolio Reporting
Altruist's Portfolio Reporting offers a comprehensive view of client performance, simplifying portfolio management and enhancing client communication with customizable reports and analytics.