Altruist
Altruist offers a modern custodian platform for RIAs, featuring digital account management, commission-free fractional share trading, and comprehensive portfolio management tools.
Digital Account Management Client Portal
Altruist offers a client portal designed for digital account management. This platform provides clients with the ability to open and fund accounts, manage their finances, and access detailed reports. The intuitive interface simplifies account handling, making it a user-friendly solution for financial management.
Modern Custodian Platform for RIAs
Altruist's custodian platform is tailored exclusively for Registered Investment Advisors (RIAs). This modern platform integrates various functionalities including digital account opening, commission-free fractional share trading, and native billing. It aims to streamline investment advisory services with comprehensive digital tools.
Portfolio Management Tools
Altruist provides a suite of portfolio management tools that cater to various advisory needs. These tools include automated rebalancing, a model marketplace with access to over 350 asset managers, comprehensive portfolio reporting capabilities, and a fully integrated fee billing solution. The platform also offers a free trial for its Portfolio Accounting Software.
Customer Support
Altruist ensures that advisors and clients receive prompt assistance with their offerings. The company provides live chat support, allowing users to resolve their queries quickly. This feature enhances the overall client experience by providing direct access to knowledgeable support staff.
Series E Funding
Altruist has successfully raised $169 million in Series E funding. This investment is aimed at further developing its platform and expanding its services. The significant funding round underscores the company's growth and its commitment to enhancing financial management tools for RIAs.