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.
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Pricing
Starting Price:
$1 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Altruist
Founded: 2018
United States
altruist.com/product/
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Product Details
Platforms Supported
Cloud
iPhone
Android
Training
Documentation
In Person
Support
Phone Support
Online