Audience

Businesses and companies looking for a solution to manage their operations, open accounts, and improve customer experience

About Altruist

Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.

Pricing

Starting Price:
$1 per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Altruist
Founded: 2018
United States
altruist.com/product/

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
Android
Training
Documentation
In Person
Support
Phone Support
Online

Altruist Frequently Asked Questions

Q: What kinds of users and organization types does Altruist work with?
Q: What languages does Altruist support in their product?
Q: What kind of support options does Altruist offer?
Q: What other applications or services does Altruist integrate with?
Q: Does Altruist have a mobile app?
Q: What type of training does Altruist provide?
Q: Does Altruist offer a free trial?
Q: How much does Altruist cost?

Altruist Product Features

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported