All-in-one custodian and portfolio management, easy account opening and transfer processes, very high-quality support, clean look and feel, advisor-focused and constantly seeking improvement, don't have to question their intentions or wonder if they're going to stab me in the back

I got started with Altruist around the end of 2021, when I took my advisory practice independent and left the hybrid BD/RIA platform that I had been serving clients through previously. Altruist has gained a lot of new capabilities in the time since then but I've always been steadily impressed with their quality of support for advisors and the pace they've rolled out new features. As a vertically-integrated tech stack, Altruist substitutes for multiple other software tools which would have been impractical for me to use as I was starting up my own practice. They also have convenient back-end integrations with other advisor technologies, so it can be very open-ended. I came to Altruist having very little prior software tech stack, but I can also see how a larger practice could still integrate the tools they liked and keep using them. Altruist's software saves me a ton of time and makes it easy to automate various aspects of practice management. There's a lot less drudgery involved with account opening, transfering, rebalancing, and so on - the sort of activities that drain time away from my main focus which is keeping up with the needs of my clients.

Altruist's processes and integrations are seamless and easy. There is not any noise on their platform - it's intuitive and saves us many hours a week by reducing the time spent on account openings, maintenance, trading/rebalancing, as well as billing. Customer support is also fantastic!