Modern portfolio management and custody for RIAs.
"Altruist is a modern, integrated platform designed for independent Registered Investment Advisors (RIAs). It combines portfolio management, custody, reporting, and billing into a single, streamlined solution, enabling advisors to reduce operational overhead and enhance client service."
"Altruist provides RIAs with a unified platform for portfolio management and custody, streamlining operations and improving client engagement."
How Altruist integrates into institutional RIA stacks.
Native partner ecosystem data is currently being mapped.
Addepar: Holistic portfolio management and performance reporting.
Smarter investing, simplified. Powering RIA growth.
Tamarac: Integrated technology for RIA growth.
Empowering RIAs with custody, trading, and support.
Jump: Streamline your portfolio management and reporting.
Orion: Portfolio Management, Trading, and Client Experience.
