The next-generation custodian for RIAs. Unlock the full potential of your firm with a custodian that seamlessly integrates essential RIA technology with exceptional customer service. Our intuitive platform simplifies account opening, trading, reporting, and billing—offering a comprehensive,...
The next-generation custodian for RIAs. Unlock the full potential of your firm with a custodian that seamlessly integrates essential RIA technology with exceptional customer service. Our intuitive platform simplifies account opening, trading, reporting, and billing—offering a streamlined...
Elevate your firm with a custodian designed for Registered Investment Advisors (RIAs)—offering cutting-edge technology and exceptional customer service. At Altruist, we provide a seamless, all-in-one platform that simplifies account opening, trading, reporting, and billing. Our intuitive...