Altruist, based in Venice, CA, is a cutting-edge service tailored for independent financial advisors seeking a progressive custodial solution. This forward-thinking platform offers an array of tools and resources to streamline operations and enhance the overall client experience.
With a focus on empowering RIAs to achieve superior client outcomes, Altruist provides digital solutions for account opening, trading, reporting, and billing all within one seamless interface. The platform also boasts fast, expert chat support and expedited onboarding processes for a swift and convenient experience.
Altruist stands out as a game-changer in the financial advisory industry, offering innovative features such as commission-free trading, fractional shares, and a model marketplace to help advisors craft tailored strategies for their clients. The platform's commitment to delivering efficient, reliable support sets it apart as a go-to choice for advisors looking to optimize their operations.
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