# Altruist

[altruist.com](https://altruist.com/)

The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting. Altruist's RIA performance reporting software generates thorough, digestible portraits of client performance with just a few clicks. Altruist offers tax management software with automated tax-loss harvesting to help advisors manage taxes across portfolios.

[Welcome \| Altruist](https://altruist.com/) · [RIA Performance Reporting Software - Altruist](https://altruist.com/portfolio-reporting) · [Tax management and tax-loss harvesting software - Altruist](https://altruist.com/tax-management)

Researched 2026-11-10

## Products

### Hazel

Deploy AI agents that handle financial planning, admin, and client work faster than humanly possible.

[AI Platform for Wealth Management \| Hazel AI](https://hazel.ai/) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://hazel.ai/)

### Onboarding

Streamline client onboarding for financial services with onboarding software from Altruist.

[Client onboarding for financial services - Altruist](https://altruist.com/client-onboarding) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/client-onboarding)

### Fully paid lending

With Altruist’s Fully Paid Lending program, clients can earn income on eligible stock positions they already own.

[Fully Paid Lending - Altruist](https://altruist.com/fully-paid-lending) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/fully-paid-lending)

### Trading

Stocks, ETFs, fixed income, and structured products—on one seamless platform built around your firm, and how you work.

[Trading - Altruist](https://altruist.com/trading) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/trading)

### Fee billing

Use our RIA fee billing software to get simplified, efficient, and full-service fee billing place.

[RIA Fee Billing Software - Altruist](https://altruist.com/fee-billing) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/fee-billing)

### Portfolio reporting

Altruist's RIA performance reporting software generates thorough, digestible portraits of client performance with just a few clicks.

[RIA Performance Reporting Software - Altruist](https://altruist.com/portfolio-reporting) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/portfolio-reporting)

### Security

Learn about Altruist's approach to being a custodian and what specific measures are in place to protect and secure client assets.

[Understand our security - Altruist](https://altruist.com/strength-stability-and-protection) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/strength-stability-and-protection)

### Alternatives

Get everything you need to offer alternative investments, including discovery, subscriptions, and custody, in one place.

[Alternative Investments - Altruist](https://altruist.com/alternatives) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/alternatives)

### Tax management

Altruist offers tax management software with automated tax-loss harvesting to help advisors manage taxes across portfolios.

[Tax management and tax-loss harvesting software - Altruist](https://altruist.com/tax-management) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/tax-management)

### Donor-advised funds

Open and manage donor-advised funds on Altruist, alongside every other account in a household.

[Donor-Advised Funds - Altruist](https://altruist.com/donor-advised-funds) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/donor-advised-funds)

### Personalized indexing

Align portfolios with client values in a few clicks and rely on trusted values screens powered by Smartleaf and MSCI.

[Personalized Indexing - Altruist](https://altruist.com/personalized-indexing) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/personalized-indexing)

### Model marketplace

Altruist’s Model Marketplace is a TAMP alternative that helps advisors outsource portfolio research and implementation at a fraction of the cost.

[Model Marketplace - Altruist](https://altruist.com/model-marketplace) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/model-marketplace)

### Options

15 less than Fidelity and Schwab.

[Options Trading Platform - Altruist](https://altruist.com/options) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/options)

### High-yield cash

Open a high-yield cash account today and get fast account opening, easy access, zero minimums, no annual fees, and unlimited transfers.

[High-Yield Cash Account - Altruist](https://altruist.com/cash) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/cash)

### SBLOC

SBLOC with Altruist is the flexible, low-interest way to offer liquidity to your clients, whilekeeping their investments working.

[SBLOC - Altruist](https://altruist.com/sbloc) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/sbloc)

### Margin

With margin loans on Altruist, get same-day cash for clients at industry-low interest rates ranging from 5.0%–6.25%.

[Margin Loans - Altruist](https://altruist.com/margin) · [Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/margin)

### Altruist

Save 13 weeks and thousands on software costs every year with Altruist.

[Welcome \| Altruist](https://altruist.com/) · [Product page](https://altruist.com/)

## Customer feedback

[What's wrong in being altruist?](https://reddit.com/r/PeterExplainsTheJoke/comments/1wiwfgw/whats_wrong_in_being_altruist)

2026-09-17T15:01:21.000Z · [Reddit](https://reddit.com/r/PeterExplainsTheJoke/comments/1wiwfgw/whats_wrong_in_being_altruist)

[Any experience with Altruist? : r/CFP](https://reddit.com/r/CFP/comments/1ehkn0e/any_experience_with_altruist)

Excerpt: I launched a mega small RIA (~7m AUM, all fee based, all WFH, no staff) in September of 2019 with a custodian called Shareholder Service Group, which ...

[Reddit](https://reddit.com/r/CFP/comments/1ehkn0e/any_experience_with_altruist)

[Switch to Altruist : r/CFP](https://reddit.com/r/CFP/comments/1qvbyqd/switch_to_altruist)

Excerpt: I went from another custodian to Altruist. I like it a lot. Easy, sleek, and the tech isn't bad at all. Not sure why anyone is worried about VC ...

[Reddit](https://reddit.com/r/CFP/comments/1qvbyqd/switch_to_altruist)

[Done with Altruist, any other decent custodians? : r/CFP](https://reddit.com/r/CFP/comments/1hvywof/done_with_altruist_any_other_decent_custodians)

Excerpt: Currently using Schwab and Altruist. I like Altruists platform, but the support has just become intolerable. I don’t have all day to try and get a ...

[Reddit](https://reddit.com/r/CFP/comments/1hvywof/done_with_altruist_any_other_decent_custodians)

[Altruist Products \| Read 16 Reviews on ...](https://g2.com/sellers/altruist)

Excerpt: Watch your firm thrive while Hazel writes follow-up emails, parses documents ... Altruist Reviews. Sort By: Most Recent, Sort By: Highest Rated, Sort By ...

[Review sites](https://g2.com/sellers/altruist)

[Read Customer Service Reviews of www.altruist.com](https://trustpilot.com/review/www.altruist.com)

Excerpt: 2 people have already reviewed altruist.com. Read about their experiences and share your own!

[Review sites](https://trustpilot.com/review/www.altruist.com)

[Best in Investments & Wealth United States](https://trustpilot.com/categories/investments_wealth?page=342)

Excerpt: altruist.com. www.altruist.com. TrustScore 3.5 out of 5. 3.31 review. United States · Investment Servicealso inNon-Bank Financial ServiceAlternative Financial ...

[Review sites](https://trustpilot.com/categories/investments_wealth?page=342)

## Marketing & Ads

### Altruist Corp

Google · Altruist Corp

First shown 2026-05-27 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR03225529312698433537) · [Creative image](https://jtmwyd.com/media/images/88f1fb87e3e655c9aec4fdb1443cab365c5a87b6cd5f66850bf54ab2bff80cfa)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-27 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR03225529312698433537) · [Creative image](https://jtmwyd.com/media/images/3ec60fd210a06ed18fa4ec4e7c7cd2b99ef9528ab1d0a966616a7d83ad31f779)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-27 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR14491413248059899905) · [Creative image](https://jtmwyd.com/media/images/e6ebca04007b6fff1d95b1c7bd41e63bdef636825858cce68131a1570bb6b6bc)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-27 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR01654190857164685313) · [Creative image](https://jtmwyd.com/media/images/e514fe0bf5bac6216945e43e745c9003760ede06bb3451fcf471da85b9f95dd5)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-27 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR01654190857164685313) · [Creative image](https://jtmwyd.com/media/images/eddc8c67ee7cf975e12a94e5abc2f8ebd80765d9d5cdcccc60f324d54dbfe8ee)

Landing-page snapshot: The ad library did not provide a destination URL.

### Explore the Hazel Tax Planning Agent

LinkedIn · Altruist

Hazel can help advisors complete tax plans faster than traditional tax planning software, allowing them to increase the number of tax plans they complete each season. Book a demo with the Hazel team to see how the Hazel Tax Planning Agent could help your firm.

Call to action: Request Demo

[Original ad](https://www.linkedin.com/ad-library/detail/1652529536) · [Creative image](https://jtmwyd.com/media/images/6e115cfcad2ec4ea0513d634055bdf9540c784ae7170c8e545fcf9d80aecea44)

Landing-page snapshot: The ad library did not provide a destination URL.

### Explore the Hazel Tax Planning Agent

LinkedIn · Altruist

The Hazel Tax Planning Agent can help advisors unravel tough tax planning challenges in minutes. Book a demo with our team to what it can do.

Call to action: Request Demo

[Original ad](https://www.linkedin.com/ad-library/detail/1652751716) · [Creative image](https://media.licdn.com/dms/image/v2/D5610AQGtPpPlYHvqbg/image-shrink_1280/B56aFZcZsLKQAk-/0/1792501980694/12001200Valueprop5gif?e=2147483647&v=beta&t=SzrCUgzkMvNGWdtzVFIN0jqiM4HC7eTttBogo0Y-XZk)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-02-12 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR14720788622202634241) · [Creative image](https://jtmwyd.com/media/images/4c0e5ee991e26bf3a4c1610b569397d86080b4b43ab4a395820e1002194171d0)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-06 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR02864553323107713025) · [Creative image](https://jtmwyd.com/media/images/bd13113c2661c966041085dea4e69979334de777ca99ae0d047d7e64b8a86e7e)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-06 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR02864553323107713025) · [Creative image](https://jtmwyd.com/media/images/149a3ddc47c94e294196f59420da3a68e141f5e64bfe54f31b113f683c01dc07)

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### Explore the Hazel Tax Planning Agent

LinkedIn · Altruist

Hazel automatically ingests and synthesizes data from financial documents, client meetings, and more. Book a demo with our team to find out how fast you can move when manual data entry isn't holding you back.

Call to action: Request Demo

[Original ad](https://www.linkedin.com/ad-library/detail/1652723406) · [Creative image](https://jtmwyd.com/media/images/ff53348c8919dfc3cf4fbc85929bcf076f9faaaa8688d1fd7c36784c9aaadc9f)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-06 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR02177057564439609345) · [Creative image](https://jtmwyd.com/media/images/3187c09f85cc6317d9a02b47f087a144f3c208f97117aeb37a7c13d6b22a85fd)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-15 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR14851671531435589633) · [Creative image](https://jtmwyd.com/media/images/d86e433f66aaf289af1375d270297f043be37118c02324ad0f79ddae3876bb0e)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-15 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR14851671531435589633) · [Creative image](https://jtmwyd.com/media/images/5814e875f709b305bf4762166df0136096d5d939fab374897b8d2e533a86743c)

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### Altruist Corp

Google · Altruist Corp

First shown 2026-05-27 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR01558251432484798465/creative/CR07686975588405346305) · [Creative image](https://jtmwyd.com/media/images/483d62157d1e39ca081cafea36fed3dcedaf3e845695ff5bc2ed19d83e0424e0)

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### Explore offerings

LinkedIn · Altruist

Private equity, real estate, and infrastructure sit in the same client accounts as everything else—so you can sign, custody, report, and bill in one place.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1637275076) · [Creative image](https://jtmwyd.com/media/images/c30527f01f462711620b6d8f516be3503c595aa27b99e6d6fb4e3ca695b7b29c)

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### No AUM minimums

LinkedIn · Altruist

Choosing your next custodian? Advisors rated Altruist the \#1 custodian in 2026 according to the T3/Inside Information Software Survey, with no AUM minimums and digital onboarding that takes minutes, not days.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1664969846) · [Creative image](https://jtmwyd.com/media/images/ca50d02393ee7aef6449365e01375ca71a004020a6799664f7653e4ec4b62a65)

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### Explore the Hazel Tax Planning Agent

LinkedIn · Altruist

When unexpected tax planning issues arise, Hazel can help you course-correct in minutes. Book a demo with our team to see how.

Call to action: Request Demo

[Original ad](https://www.linkedin.com/ad-library/detail/1652634826) · [Creative image](https://jtmwyd.com/media/images/62b5e0b48efc93283eb15826bcc059988328b9a973bf26acdbe4a0eeeb421524)

Landing-page snapshot: The ad library did not provide a destination URL.

### No AUM minimums

LinkedIn · Altruist

Thinking about a custodian change? Hear how fast the move to Altruist can be.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1675923996) · [Creative image](https://jtmwyd.com/media/images/ad08cd6d514d588d33e8dd04399a8b85b35e844c5d9ed5af408e4313e80aec9c)

Landing-page snapshot: The ad library did not provide a destination URL.

### No AUM minimums

LinkedIn · Altruist

Choosing your next custodian? Advisors rated Altruist the \#1 custodian in 2026 according to the T3/Inside Information Software Survey, with no AUM minimums and digital onboarding that takes minutes, not days.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1675895406) · [Creative image](https://jtmwyd.com/media/images/ca50d02393ee7aef6449365e01375ca71a004020a6799664f7653e4ec4b62a65)

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### Website marketing

#### Demo - Altruist

See custody, account opening, trading, portfolio management, billing, and reporting running in one live walkthrough.

[Demo - Altruist](https://altruist.com/demo) · [Original page](https://altruist.com/demo)

Observed 2026-11-10

#### Contact - Altruist

Support resources for advisors and clients using the Altruist portal. Help center articles, contact information, and more.

[Contact - Altruist](https://altruist.com/contact) · [Original page](https://altruist.com/contact)

Observed 2026-11-10

## New pages

Archive dates show when an archived copy was found, not when the page was published.

Modified dates describe updates, not original publication.

### [All New @ Altruist – October 2026 Product Updates](https://altruist.com/news/all-new-altruist-october-2026-product-updates)

- Modified 2026-10-29 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-10-29 — [Publisher RSS / Atom feed](https://altruist.com/feed/)
- Published 2026-10-29 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-october-2026-product-updates)

### [The firm that goes deeper than the balance sheet](https://altruist.com/advisor-stories/the-firm-that-goes-deeper-than-the-balance-sheet)

- Modified 2026-11-04 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-10-12 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [9 steps to grow your financial advisor business](https://altruist.com/insights/9-steps-to-grow-your-financial-advisor-business)

- Modified 2026-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-10-09 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [3 high-impact portfolio management moves. And how to automate them.](https://altruist.com/insights/high-impact-portfolio-management-moves-and-how-to-automate-them)

- Modified 2026-10-29 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-10-09 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [Altruist adds donor-advised funds so advisors can manage charitable giving in-platform](https://altruist.com/news/altruist-adds-donor-advised-funds-so-advisors-can-manage-charitable-giving-in-platform)

- Modified 2026-10-06 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-10-06 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [All New @ Altruist – September 2026 Product Updates](https://altruist.com/news/all-new-altruist-september-product-updates)

- Modified 2026-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-09-29 — [Publisher RSS / Atom feed](https://altruist.com/feed/)
- Published 2026-09-29 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-september-product-updates)
- Modified 2026-10-14 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-september-product-updates)

### [How passkeys protect your firm from phishing](https://altruist.com/insights/how-passkeys-protect-your-firm-from-phishing)

- Modified 2026-09-25 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-09-24 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [Altruist expands alternatives marketplace with pre-IPO investment opportunities](https://altruist.com/news/altruist-expands-alternatives-marketplace-with-pre-ipo-investment-opportunities)

- Modified 2026-09-24 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-09-24 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [Altruist CEO Jason Wenkunveils new product updates](https://altruist.com/events/altruist-ceo-jason-wenk-unveils-new-product-updates)

- Modified 2026-10-09 — [Publisher sitemap · last modified](https://altruist.com/events-sitemap.xml)
- Modified 2026-10-09 — [Publisher page metadata](https://altruist.com/events/altruist-ceo-jason-wenk-unveils-new-product-updates)
- Published 2026-09-23 — [Publisher page metadata](https://altruist.com/events/altruist-ceo-jason-wenk-unveils-new-product-updates)

### [Arca Partners With Altruist to Power Its Wealth Management Platform](https://altruist.com/news/arca-partners-with-altruist-to-power-its-wealth-management-platform)

- Modified 2026-09-10 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-09-10 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [Hazel is on a mission to collapse the tech stack for financial advisors](https://altruist.com/insights/hazel-is-on-a-mission-to-collapse-the-tech-stack-for-financial-advisors)

- Modified 2026-09-03 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-09-03 — [Publisher RSS / Atom feed](https://altruist.com/feed/)

### [All New @ Altruist – August Product Updates](https://altruist.com/news/all-new-altruist-august-product-updates)

- Modified 2026-09-01 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-08-31 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-august-product-updates)
- Modified 2026-09-01 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-august-product-updates)

### [All New @ Altruist – July Product Updates](https://altruist.com/news/all-new-altruist-july-2026-product-updates)

- Modified 2026-08-04 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-07-30 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-july-2026-product-updates)
- Modified 2026-08-04 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-july-2026-product-updates)

### [All New @ Altruist – June Product Updates](https://altruist.com/news/all-new-altruist-june-product-updates-2026)

- Modified 2026-07-07 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-07-02 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-june-product-updates-2026)
- Modified 2026-07-07 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-june-product-updates-2026)

### [All New Altruist – May Product Updates](https://altruist.com/news/all-new-altruist-may-product-updates)

- Modified 2026-06-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
- Published 2026-06-09 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-may-product-updates)
- Modified 2026-06-09 — [Publisher page metadata](https://altruist.com/news/all-new-altruist-may-product-updates)

### [All New @ Altruist – March product updates](https://altruist.com/news/all-new-altruist-march-product-updates)

- Modified 2026-06-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)
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### [Understanding structured products](https://altruist.com/products/what-are-structured-products)

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### [the breakaway chronicles brandon lockwood](https://altruist.com/advisor-stories/the-breakaway-chronicles-brandon-lockwood)

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### [the breakaway chronicles bob gavlak](https://altruist.com/advisor-stories/the-breakaway-chronicles-bob-gavlak)

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### [100m ria download](https://altruist.com/100m-ria-download)

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### [essential cybersecurity strategies for independent investment advisors](https://altruist.com/insights/essential-cybersecurity-strategies-for-independent-investment-advisors)

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### [How Automated Tax Management Benefits Clients and Advisors](https://altruist.com/products/introducing-tax-management)

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### [Streamline Retirement Income Management with Altruist + Income Lab](https://altruist.com/products/integration-with-income-lab)

- Published 2023-11-28 — [Publisher page metadata](https://altruist.com/products/integration-with-income-lab)
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### [what is a breakaway advisor](https://altruist.com/insights/what-is-a-breakaway-advisor)

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### [5 ways to improve ria productivity](https://altruist.com/insights/5-ways-to-improve-ria-productivity)

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### [altruist unveils hazel](https://altruist.com/news/altruist-unveils-hazel)

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### [all new altruist january 2026 product updates](https://altruist.com/news/all-new-altruist-january-2026-product-updates)

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### [Model Marketplace 2024 recap](https://altruist.com/products/model-marketplace-2024-recap)

- Published 2025-01-22 — [Publisher page metadata](https://altruist.com/products/model-marketplace-2024-recap)
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### [the ai playbook for rias](https://altruist.com/the-ai-playbook-for-rias)

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### [how to sell your advisory firm](https://altruist.com/insights/how-to-sell-your-advisory-firm)

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### [all new altruist october product updates](https://altruist.com/news/all-new-altruist-october-product-updates)

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### [all new altruist november product updates](https://altruist.com/news/all-new-altruist-november-product-updates)

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### [all new altruist december product updates](https://altruist.com/news/all-new-altruist-december-product-updates)

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### [building a team](https://altruist.com/insights/building-a-team)

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### [6 common form adv mistakes](https://altruist.com/insights/6-common-form-adv-mistakes)

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### [february 2025](https://altruist.com/news/february-2025)

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### [clarity advisors](https://altruist.com/advisor-stories/clarity-advisors)

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### [how altruist compares to the big two custodians](https://altruist.com/insights/how-altruist-compares-to-the-big-two-custodians)

- Modified 2025-12-22 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [introducing high yield cash at altruist](https://altruist.com/products/introducing-high-yield-cash-at-altruist)

- Modified 2025-12-22 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to start a new ria](https://altruist.com/insights/how-to-start-a-new-ria)

- Modified 2025-12-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [datos award best innovation clearing and custody](https://altruist.com/news/datos-award-best-innovation-clearing-and-custody)

- Modified 2025-12-01 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [altruist partners with ritholtz wealth management to expand access to financial advice](https://altruist.com/news/altruist-partners-with-ritholtz-wealth-management-to-expand-access-to-financial-advice)

- Modified 2025-12-01 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [altruist welcomes bone fide wealth](https://altruist.com/news/altruist-welcomes-bone-fide-wealth)

- Modified 2025-11-25 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [serving clients with equity compensation](https://altruist.com/insights/serving-clients-with-equity-compensation)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [serving self employed business owners](https://altruist.com/insights/serving-self-employed-business-owners)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [differences between gen x and millennials](https://altruist.com/insights/differences-between-gen-x-and-millennials)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [peak retirement planning](https://altruist.com/advisor-stories/peak-retirement-planning)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [2025 t3 survey results](https://altruist.com/insights/2025-t3-survey-results)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [new altruist cbo rich rao](https://altruist.com/news/new-altruist-cbo-rich-rao)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [using client testimonials compliantly](https://altruist.com/insights/using-client-testimonials-compliantly)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [why panoramic financial switched to altruist](https://altruist.com/advisor-stories/why-panoramic-financial-switched-to-altruist)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [echo45](https://altruist.com/advisor-stories/echo45)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [altruist acquires thyme](https://altruist.com/news/altruist-acquires-thyme)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Dispelling 7 myths about Altruist’s Model Marketplace](https://altruist.com/products/model-marketplace-myths)

- Published 2024-12-06 — [Publisher page metadata](https://altruist.com/products/model-marketplace-myths)
- Modified 2025-11-05 — [Publisher page metadata](https://altruist.com/products/model-marketplace-myths)
- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Direct Indexing, simplified](https://altruist.com/news/direct-indexing-simplified)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [FIX is Here: Trading on Orion and Advyzon is now directly integrated with Altruist](https://altruist.com/news/fix-integration-orion-advyzon)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Introducing Altruist One: The custodian pricing model, reimagined](https://altruist.com/products/altruist-one)

- Published 2025-07-28 — [Publisher page metadata](https://altruist.com/products/altruist-one)
- Modified 2025-11-05 — [Publisher page metadata](https://altruist.com/products/altruist-one)
- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [august 2025](https://altruist.com/news/august-2025)

- Modified 2025-11-05 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [join altruist cash](https://altruist.com/join-altruist-cash)

- Modified 2025-10-31 — [Publisher sitemap · last modified](https://altruist.com/page-sitemap.xml)

### [A New Standard for Custodian Cash Management](https://altruist.com/products/altruist-cash-announcement)

- Published 2024-03-27 — [Publisher page metadata](https://altruist.com/products/altruist-cash-announcement)
- Modified 2025-10-30 — [Publisher page metadata](https://altruist.com/products/altruist-cash-announcement)
- Modified 2025-10-30 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [series f](https://altruist.com/news/series-f)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [october 2024](https://altruist.com/news/october-2024)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [february 2023](https://altruist.com/news/february-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [march 2023](https://altruist.com/news/march-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [june 2023](https://altruist.com/news/june-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [september 2023](https://altruist.com/news/september-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [august 2023](https://altruist.com/news/august-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [october 2023](https://altruist.com/news/october-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [november 2023](https://altruist.com/news/november-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [december 2023](https://altruist.com/news/december-2023)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [july 2024](https://altruist.com/news/july-2024)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [august 2024](https://altruist.com/news/august-2024)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [november 2024](https://altruist.com/news/november-2024)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [december 2024](https://altruist.com/news/december-2024)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [january 2025](https://altruist.com/news/january-2025)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [march 2025](https://altruist.com/news/march-2025)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [april 2025](https://altruist.com/news/april-2025)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [may 2025](https://altruist.com/news/may-2025)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [june 2025](https://altruist.com/news/june-2025)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [july 2025](https://altruist.com/news/july-2025)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [model marketplace advisor 123](https://altruist.com/products/model-marketplace-advisor-123)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [We’re Eliminating PAS Fees for Altruist Brokerage Accounts](https://altruist.com/products/eliminating-pas-fees)

- Published 2023-09-21 — [Publisher page metadata](https://altruist.com/products/eliminating-pas-fees)
- Modified 2025-10-14 — [Publisher page metadata](https://altruist.com/products/eliminating-pas-fees)
- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Introducing the Altruist + ACA integration for ESG analysis](https://altruist.com/products/integration-with-aca)

- Published 2023-12-18 — [Publisher page metadata](https://altruist.com/products/integration-with-aca)
- Modified 2025-10-14 — [Publisher page metadata](https://altruist.com/products/integration-with-aca)
- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Introducing the Altruist and ByAllAccounts Integration](https://altruist.com/news/integration-with-byallaccounts)

- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Introducing the Altruist + Smartria Integration for trade monitoring](https://altruist.com/products/integration-with-smartria)

- Published 2024-04-18 — [Publisher page metadata](https://altruist.com/products/integration-with-smartria)
- Modified 2025-10-14 — [Publisher page metadata](https://altruist.com/products/integration-with-smartria)
- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Maximizing Client Returns with TaxIQ](https://altruist.com/products/maximizing-client-returns-with-taxiq)

- Published 2024-07-11 — [Publisher page metadata](https://altruist.com/products/maximizing-client-returns-with-taxiq)
- Modified 2025-10-14 — [Publisher page metadata](https://altruist.com/products/maximizing-client-returns-with-taxiq)
- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Advisor Portal Updates: Improved Navigation and Global Search](https://altruist.com/products/advisor-portal-updates)

- Published 2024-09-18 — [Publisher page metadata](https://altruist.com/products/advisor-portal-updates)
- Modified 2025-10-14 — [Publisher page metadata](https://altruist.com/products/advisor-portal-updates)
- Modified 2025-10-14 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [linkedin marketing for financial advisors](https://altruist.com/insights/linkedin-marketing-for-financial-advisors)

- Modified 2025-10-11 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [steve lockshin power of being independent](https://altruist.com/advisor-stories/steve-lockshin-power-of-being-independent)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [content marketing masterclass part 1](https://altruist.com/insights/content-marketing-masterclass-part-1)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [content marketing masterclass part 3](https://altruist.com/insights/content-marketing-masterclass-part-3)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [the breakaway chronicles jon henderson](https://altruist.com/advisor-stories/the-breakaway-chronicles-jon-henderson)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [altruism in financial advice](https://altruist.com/news/altruism-in-financial-advice)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [why financial advisors need to care more about design](https://altruist.com/insights/why-financial-advisors-need-to-care-more-about-design)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [checklist for starting an ria](https://altruist.com/insights/checklist-for-starting-an-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [the financial advisors guide to client happiness](https://altruist.com/insights/the-financial-advisors-guide-to-client-happiness)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to set up your ria compliance program](https://altruist.com/insights/how-to-set-up-your-ria-compliance-program)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [attract clients and grow you ria](https://altruist.com/insights/attract-clients-and-grow-you-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [3 marketing tips for the forward thinking financial advisor](https://altruist.com/insights/3-marketing-tips-for-the-forward-thinking-financial-advisor)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [building your ria from the ground up](https://altruist.com/insights/building-your-ria-from-the-ground-up)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [5 ways to make marketing simple for your firm](https://altruist.com/insights/5-ways-to-make-marketing-simple-for-your-firm)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [perfect the client experience](https://altruist.com/insights/perfect-the-client-experience)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to find the best consultant for your firm](https://altruist.com/insights/how-to-find-the-best-consultant-for-your-firm)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to identify your client avatar](https://altruist.com/insights/how-to-identify-your-client-avatar)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [a financial advisors guide to podcasting](https://altruist.com/insights/a-financial-advisors-guide-to-podcasting)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [choosing the best custodian for your ria](https://altruist.com/insights/choosing-the-best-custodian-for-your-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [embracing your niche](https://altruist.com/insights/embracing-your-niche)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [content marketing growth](https://altruist.com/insights/content-marketing-growth)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [4 ways to target your niche client](https://altruist.com/insights/4-ways-to-target-your-niche-client)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [gaining more client referrals](https://altruist.com/insights/gaining-more-client-referrals)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [voice marketing](https://altruist.com/insights/voice-marketing)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [mastering a great digital first impression](https://altruist.com/insights/mastering-a-great-digital-first-impression)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [8 signs its time to break away from the wirehouse](https://altruist.com/insights/8-signs-its-time-to-break-away-from-the-wirehouse)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [upcoming tax bill](https://altruist.com/insights/upcoming-tax-bill)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [esg controversies and opportunities](https://altruist.com/insights/esg-controversies-and-opportunities)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [altruist ceo jason wenk tells his story](https://altruist.com/news/altruist-ceo-jason-wenk-tells-his-story)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [growing your client base through social media](https://altruist.com/insights/growing-your-client-base-through-social-media)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Why Altruist Changed From FIFO to MinTax Cost Basis](https://altruist.com/products/cost-basis-reporting)

- Published 2021-09-17 — [Publisher page metadata](https://altruist.com/products/cost-basis-reporting)
- Modified 2025-10-09 — [Publisher page metadata](https://altruist.com/products/cost-basis-reporting)
- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [the value of authenticity](https://altruist.com/insights/the-value-of-authenticity)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [mike policar](https://altruist.com/advisor-stories/mike-policar)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [bill mcnabb guiding principles](https://altruist.com/insights/bill-mcnabb-guiding-principles)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [what advisors need to know about crypto](https://altruist.com/insights/what-advisors-need-to-know-about-crypto)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [8 ways to scale your growing ria](https://altruist.com/insights/8-ways-to-scale-your-growing-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [helping clients navigate market volatility](https://altruist.com/insights/helping-clients-navigate-market-volatility)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to choose a custodian 7 questions every ria should ask](https://altruist.com/insights/how-to-choose-a-custodian-7-questions-every-ria-should-ask)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [introducing the tech enabled advisor](https://altruist.com/insights/introducing-the-tech-enabled-advisor)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [3 ways to use benchmarking](https://altruist.com/insights/3-ways-to-use-benchmarking)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Announcing Altruist ’ s integration with RightCapital](https://altruist.com/insights/rightcapital-integration)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to build an ria that scales](https://altruist.com/insights/how-to-build-an-ria-that-scales)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [leap of faith](https://altruist.com/advisor-stories/leap-of-faith)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [ugmas and utmas](https://altruist.com/insights/ugmas-and-utmas)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to leave a broker dealer to start an ria](https://altruist.com/advisor-stories/how-to-leave-a-broker-dealer-to-start-an-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to leave a regional bank to start an ria](https://altruist.com/insights/how-to-leave-a-regional-bank-to-start-an-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [ria portfolio management software](https://altruist.com/insights/ria-portfolio-management-software)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [becoming a multi million dollar ria](https://altruist.com/advisor-stories/becoming-a-multi-million-dollar-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [9 must have tools for financial advisors](https://altruist.com/insights/9-must-have-tools-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [what 9 advisors wish they knew before starting an ria](https://altruist.com/insights/what-9-advisors-wish-they-knew-before-starting-an-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how kiplinger wealth advisors transitioned to altruist](https://altruist.com/advisor-stories/how-kiplinger-wealth-advisors-transitioned-to-altruist)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [what does it cost to start your own ria](https://altruist.com/insights/what-does-it-cost-to-start-your-own-ria)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [registering your ria state or sec](https://altruist.com/insights/registering-your-ria-state-or-sec)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to transition clients to your new firm](https://altruist.com/insights/how-to-transition-clients-to-your-new-firm)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [derek notman altruist](https://altruist.com/advisor-stories/derek-notman-altruist)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in new york](https://altruist.com/insights/how-to-become-an-ria-in-new-york)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Everything You Need to Know About Performance Reporting Software](https://altruist.com/products/performance-reporting-software-for-rias)

- Published 2022-11-04 — [Publisher page metadata](https://altruist.com/products/performance-reporting-software-for-rias)
- Modified 2025-10-09 — [Publisher page metadata](https://altruist.com/products/performance-reporting-software-for-rias)
- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Better Portfolio Construction with Unified Managed Accounts](https://altruist.com/products/unified-managed-accounts)

- Published 2022-11-10 — [Publisher page metadata](https://altruist.com/products/unified-managed-accounts)
- Modified 2025-10-09 — [Publisher page metadata](https://altruist.com/products/unified-managed-accounts)
- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in new jersey](https://altruist.com/insights/how-to-become-an-ria-in-new-jersey)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in colorado](https://altruist.com/insights/how-to-become-an-ria-in-colorado)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [3 insights on ria industry](https://altruist.com/insights/3-insights-on-ria-industry)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in tennessee](https://altruist.com/insights/how-to-become-an-ria-in-tennessee)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [switch from tda to altruist](https://altruist.com/insights/switch-from-tda-to-altruist)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in minnesota](https://altruist.com/insights/how-to-become-an-ria-in-minnesota)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [seo for financial advisors](https://altruist.com/insights/seo-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in georgia](https://altruist.com/insights/how-to-become-an-ria-in-georgia)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [features of a modern ria custodian](https://altruist.com/insights/features-of-a-modern-ria-custodian)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [shrinking the wealth gap](https://altruist.com/insights/shrinking-the-wealth-gap)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [the next chapter of altruist](https://altruist.com/news/the-next-chapter-of-altruist)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [silicon valley bank and cash management](https://altruist.com/news/silicon-valley-bank-and-cash-management)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [altruist acquires ssg](https://altruist.com/news/altruist-acquires-ssg)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [managing legacy positions](https://altruist.com/insights/managing-legacy-positions)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [series d](https://altruist.com/news/series-d)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor meeting script](https://altruist.com/insights/financial-advisor-meeting-script)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor website best practices](https://altruist.com/insights/financial-advisor-website-best-practices)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [top 15 financial advisor podcasts](https://altruist.com/insights/top-15-financial-advisor-podcasts)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor interview questions](https://altruist.com/insights/financial-advisor-interview-questions)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor business plan](https://altruist.com/insights/financial-advisor-business-plan)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [crm software for financial advisors](https://altruist.com/insights/crm-software-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to become an ria in south dakota](https://altruist.com/insights/how-to-become-an-ria-in-south-dakota)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [introducing new cfo marc greenberg](https://altruist.com/news/introducing-new-cfo-marc-greenberg)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [marketing automation for financial advisors](https://altruist.com/insights/marketing-automation-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor webinar marketing](https://altruist.com/insights/financial-advisor-webinar-marketing)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [email marketing for financial advisors](https://altruist.com/insights/email-marketing-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [google ads for financial advisors](https://altruist.com/insights/google-ads-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [marketing plan for financial advisors](https://altruist.com/insights/marketing-plan-for-financial-advisors)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [windle wealth](https://altruist.com/advisor-stories/windle-wealth)

- Modified 2025-10-09 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how altruist protects client information](https://altruist.com/news/how-altruist-protects-client-information)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [digital marketing guide for financial advisors](https://altruist.com/insights/digital-marketing-guide-for-financial-advisors)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [content marketing for financial advisors](https://altruist.com/insights/content-marketing-for-financial-advisors)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [facebook ads for financial advisors](https://altruist.com/insights/facebook-ads-for-financial-advisors)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [social media marketing](https://altruist.com/insights/social-media-marketing)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [direct mail marketing](https://altruist.com/insights/direct-mail-marketing)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [referral marketing ideas](https://altruist.com/insights/referral-marketing-ideas)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor event marketing](https://altruist.com/insights/financial-advisor-event-marketing)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [hybrid work model](https://altruist.com/news/hybrid-work-model)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [offline marketing](https://altruist.com/insights/offline-marketing)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [financial advisor networking strategies](https://altruist.com/insights/financial-advisor-networking-strategies)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [blog marketing for financial advisors](https://altruist.com/insights/blog-marketing-for-financial-advisors)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [why firebrand wealth chose altruist](https://altruist.com/advisor-stories/why-firebrand-wealth-chose-altruist)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how steward reduced client onboarding time](https://altruist.com/advisor-stories/how-steward-reduced-client-onboarding-time)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [what is a tamp](https://altruist.com/insights/what-is-a-tamp)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [optimizing after tax returns](https://altruist.com/insights/optimizing-after-tax-returns)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [2023 in review](https://altruist.com/news/2023-in-review)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [scaling with ai technology](https://altruist.com/insights/scaling-with-ai-technology)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [5 key tools for breakaway advisors](https://altruist.com/insights/5-key-tools-for-breakaway-advisors)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [2024 predictions](https://altruist.com/advisor-stories/2024-predictions)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [2024 t3 survey](https://altruist.com/insights/2024-t3-survey)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [the advisor journey steve sanduski](https://altruist.com/advisor-stories/the-advisor-journey-steve-sanduski)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [sec outsourcing rule](https://altruist.com/insights/sec-outsourcing-rule)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [opportunity in secondaries](https://altruist.com/insights/opportunity-in-secondaries)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how to market to gen x](https://altruist.com/insights/how-to-market-to-gen-x)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [series e](https://altruist.com/news/series-e)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [toce financial altruist transition](https://altruist.com/advisor-stories/toce-financial-altruist-transition)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [how does altruist make money](https://altruist.com/news/how-does-altruist-make-money)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [content marketing masterclass part 2](https://altruist.com/insights/content-marketing-masterclass-part-2)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [Answers to the Altruist Community’s TaxIQ questions](https://altruist.com/products/taxiq-faqs)

- Published 2024-07-25 — [Publisher page metadata](https://altruist.com/products/taxiq-faqs)
- Modified 2025-10-08 — [Publisher page metadata](https://altruist.com/products/taxiq-faqs)
- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [why fps chose altruist](https://altruist.com/advisor-stories/why-fps-chose-altruist)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [2024 kitces marketing survey](https://altruist.com/insights/2024-kitces-marketing-survey)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [lockwood wealth strategies breakaway decision](https://altruist.com/advisor-stories/lockwood-wealth-strategies-breakaway-decision)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [why pacific wealth advisory services moved to altruist](https://altruist.com/advisor-stories/why-pacific-wealth-advisory-services-moved-to-altruist)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [ria tax planning](https://altruist.com/insights/ria-tax-planning)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [robinhood ria custody](https://altruist.com/insights/robinhood-ria-custody)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [2024 in review](https://altruist.com/news/2024-in-review)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [new altruist cto sumanth sukumar](https://altruist.com/news/new-altruist-cto-sumanth-sukumar)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [office hours with jason wenk q1 2025](https://altruist.com/news/office-hours-with-jason-wenk-q1-2025)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [office hours with jason wenk and dan skiles q2 2025](https://altruist.com/news/office-hours-with-jason-wenk-and-dan-skiles-q2-2025)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [office hours q2 2025 q and a](https://altruist.com/news/office-hours-q2-2025-q-and-a)

- Modified 2025-10-08 — [Publisher sitemap · last modified](https://altruist.com/post-sitemap.xml)

### [request submitted](https://altruist.com/request-submitted)

- Modified 2025-09-12 — [Publisher sitemap · last modified](https://altruist.com/page-sitemap.xml)

### [ria profile](https://altruist.com/ria-profile)

- Modified 2025-05-21 — [Publisher sitemap · last modified](https://altruist.com/page-sitemap.xml)

## Contact

### Email

- [support@altruist.com](mailto:support@altruist.com) — [Source](https://altruist.com/fully-paid-lending/)

### Contact forms

- [Contact](https://altruist.com/contact/) — [Source](https://altruist.com/)
- [Contact](https://altruist.com/talk-to-us/) — [Source](https://altruist.com/)

## Sources

1. [Welcome \| Altruist](https://altruist.com/) — altruist.com · Retrieved 2026-11-10
2. [Alternative Investments - Altruist](https://altruist.com/alternatives) — altruist.com · Retrieved 2026-11-10
3. [High-Yield Cash Account - Altruist](https://altruist.com/cash) — altruist.com · Retrieved 2026-11-10
4. [Client onboarding for financial services - Altruist](https://altruist.com/client-onboarding) — altruist.com · Retrieved 2026-11-10
5. [Demo - Altruist](https://altruist.com/demo) — altruist.com · Retrieved 2026-11-10
6. [Donor-Advised Funds - Altruist](https://altruist.com/donor-advised-funds) — altruist.com · Retrieved 2026-11-10
7. [RIA Fee Billing Software - Altruist](https://altruist.com/fee-billing) — altruist.com · Retrieved 2026-11-10
8. [Fully Paid Lending - Altruist](https://altruist.com/fully-paid-lending) — altruist.com · Retrieved 2026-11-10
9. [Integrations - Altruist](https://altruist.com/integrations) — altruist.com · Retrieved 2026-11-10
10. [Margin Loans - Altruist](https://altruist.com/margin) — altruist.com · Retrieved 2026-11-10
11. [Model Marketplace - Altruist](https://altruist.com/model-marketplace) — altruist.com · Retrieved 2026-11-10
12. [Options Trading Platform - Altruist](https://altruist.com/options) — altruist.com · Retrieved 2026-11-10
13. [Personalized Indexing - Altruist](https://altruist.com/personalized-indexing) — altruist.com · Retrieved 2026-11-10
14. [RIA Performance Reporting Software - Altruist](https://altruist.com/portfolio-reporting) — altruist.com · Retrieved 2026-11-10
15. [SBLOC - Altruist](https://altruist.com/sbloc) — altruist.com · Retrieved 2026-11-10
16. [Understand our security - Altruist](https://altruist.com/strength-stability-and-protection) — altruist.com · Retrieved 2026-11-10
17. [Tax management and tax-loss harvesting software - Altruist](https://altruist.com/tax-management) — altruist.com · Retrieved 2026-11-10
18. [Trading - Altruist](https://altruist.com/trading) — altruist.com · Retrieved 2026-11-10
19. [Why Altruist Changed From FIFO to MinTax Cost Basis - Altruist](https://altruist.com/products/cost-basis-reporting) — altruist.com · Retrieved 2026-11-10
20. [Everything You Need to Know About Performance Reporting Software - Altruist](https://altruist.com/products/performance-reporting-software-for-rias) — altruist.com · Retrieved 2026-11-10
21. [Contact - Altruist](https://altruist.com/contact) — altruist.com · Retrieved 2026-11-10
22. [Talk to us - Altruist](https://altruist.com/talk-to-us) — altruist.com · Retrieved 2026-11-10
23. [AI Platform for Wealth Management \| Hazel AI](https://hazel.ai/) — hazel.ai · Retrieved 2026-11-10

---

JTMWYD — Just tell me what you do.