The platform is intuitive and easy to use. It flawlessly combines portfolio management/trading, performance reporting, and fee billing into a nice-looking product/interface.

Altruist $0 asset minimums breakdown barriers for the advisory industry, as it allows start-up financial advisors to build their business from scratch. Digital ACATS, digital account opening, simply bank connection, smartphone app make the platform a breeze to use for end clients. Altruist's customer service is helpful, quick, and responsive, in stark contrast to the customer service of legacy custodians, based on my prior experience. Review collected by and hosted on G2.com.

The platform is just 2-3 years old, so there is still plenty of room for improvement. A pain point is the inability to open certain investment accounts (529 education accounts, HSAs, accounts for non-profits/endowments). The trading system could be further refined and include more information about tax gains/loss implications. Integrations with financial planning software is a highly anticipated feature. While Altruist does not yet have all the bells and whistles, it gets the essential things right and has indicated that many popular feature requests are under development. Review collected by and hosted on G2.com.

They put user experience first. Everything is designed well to ensure maximum convenience. My clients love it because it is so much easier to use than other custodians. No paperwork. Everything is quick, simple, and elegant. Review collected by and hosted on G2.com.

No complaints. They are constantly working to improve the platform and take recommendations from the advisors they serve on which features to add next. New features added consistently. Review collected by and hosted on G2.com.

I love the ease of use, beautiful tools, and automation that Altruist provides. It helps me scale my RIA in ways that other platforms don't. It's become an integral part of my firm. Review collected by and hosted on G2.com.

It's a newer platform so there are still some rough edges. Some account types are missing. Also, there are not many integrations yet. But these things are on the roadmap. Review collected by and hosted on G2.com.

Their website is easy and intuitive to use, their support is responsive and they releasing new features and capabilities at an astonishing rate. Review collected by and hosted on G2.com.

They only support basic account types and their model market is limited. At the rate they're moving though, I think this will be resolved soon. Review collected by and hosted on G2.com.

What I like best about Altruist is the fantastic customer support! They also provide me with free performance reporting, fee billing, and a robust client portal. Lastly, Altruist makes me feel "future proof." Review collected by and hosted on G2.com.

They lack integrations and features most advisory firms require. I have complete confidence that a year from now, I will take this comment back :) Review collected by and hosted on G2.com.

Ease! I was nervous when I started my own firm that I wouldn't be able to keep up with all the paperwork and processes. Altruist makes onboarding clients and opening accounts super easy. Review collected by and hosted on G2.com.

There's not much too dislike. There are still some account types that aren't available but new capabilities seem to be popping up weekly. Review collected by and hosted on G2.com.