Altruist
14 reviews
- 1 profiles
- 3 categories
Average star rating
5.0
Serving customers since
2018
Altruist Reviews
AM
Andrew M.
Altruist has helped save so much time & stress in back-office, while giving clients a UX they love
Altruist's processes and integrations are seamless and easy. There is not any noise on their platform - it's intuitive and saves us many hours a week by reducing the time spent on account openings, maintenance, trading/rebalancing, as well as billing. Customer support is also fantastic!
CF
Cole F.
Altruist is a Game Changer for Advisors Craving Efficiency
I love the efficiency, simplicity, and intuitiveness of the platform. If you are an advisor that has ever dealt with clunky software or archaic processes and thought, "Why can't I just ____?", Altruist has likely already implemented that feature. Plus, their support team is quick, knowledgeable, and kind.
SF
Steve F.
Founder at Invest Your FaithAltruist is a strong new player in the custodial space. Great strategy and strong culture.
I like the ease of being able to open accounts and initiate ACAT transfers. I also like the culture of the firm.
About
What is Altruist?
Altruist is a financial technology company that offers a commission-free, integrated digital platform for financial advisors. The platform aims to streamline and modernize the process of managing clients' portfolios by providing tools for account opening, portfolio management, reporting, and more. Altruist's goal is to make financial advising more accessible and efficient by using technology to reduce costs and enhance the user experience for both advisors and their clients. The company is dedicated to enabling financial advisors to offer better services and achieve improved outcomes for their clients.
Details
Year Founded
2018
Website
altruist.comHunting for software insights?
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