Altruist
HQ Address
300 S. Pearl Expressway, Suite 250, Dallas, TX 75201, United States
Website Address
Business introduction
Stronger relationships. Better outcomes
Switch to the platform of choice for RIAs who want modern technology, lower fees, and more time to do the real work of advising clients
We’re a modern custodian
We only work with RIAs and advisors who have a fiduciary responsibility to their clients.
Our mission is to make financial advice better, more affordable, and accessible to everyone.
We do this by simplifying everything RIAs need to do their best work—onboarding, funding, trading, portfolio management, billing, reporting, and more—in ways that help their clients keep fees low and reach their goals faster.
Altruist Solutions
Fee Billing
Flexible Control how and when you get paid, and easily customize billing for both common and unique circumstances. Efficient Save time on fee calculations and data reconciliation with complete-in-minutes workflows. Compliant Ensure your billing is mistake-free, trackable, and ready for audit at any time. ...
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Compliance & Regulation
Hazel
Hazel preps you for your day, so you stay client-focused Start each morning with a daily digest feed. Hazel scans your inbox, calendar, and CRM to surface what truly matters. For every client on your schedule, Hazel delivers a tailored briefing so you walk in prepped and confident. Hazel takes notes while......
business needs
view solutionModel Marketplace
Altruist is a modern custodian built for independent financial advisors. Our Model Marketplace offers a TAMP alternative, with features and flexible investment strategies from world-class managers in an integrated advisor experience. Low, transparent fees Choose from 500+ models that cost 3x cheaper than your average TAMP, with some starting at 0 bps. Built-in......
business needs
view solutionPortfolio Management
Advise your clients your way Manual trading Manually trade fractional shares of stocks and ETFs commission-free. Automated rebalancing Keep your clients invested, risk-aligned, and on-track with our powerful and versatile rebalancer. Fully customizable Mix and match by building your own custom models and UMAs. ...
business needs
view solutionStreamlined Operations
How about de-papering? Save time (and trees) Initiate transfers from other institutions with digital ACATs that eliminate paperwork and statements. Transfer in bulk Work with our dedicated transition team to move your entire book of business. Get answers on-demand Explore Altruist’s deep training resources at any point in your transition process to gain clarity and continue......
business needs
- Business Process Management & Outsourcing
- Client Onboarding & Identity Verification
- Compliance & Regulation
