Altruist

Altruist is a comprehensive platform designed to support independent financial advisors by streamlining their workflow and enhancing client interactions. The app provides an all-in-one solution that simplifies financial management, making it easier for advisors to deliver high-quality advice efficiently. Key features include tools that reduce barriers to effective financial planning, allowing advisors to focus on building strong client relationships and providing personalized guidance.

The platform offers advanced capabilities that enable advisors to manage client accounts effectively, including optional permissioning features that give them greater control over client experiences. By leveraging technology to automate routine tasks, Altruist helps advisors become more efficient and effective in their roles. This approach not only benefits advisors but also ensures that clients receive more accessible and affordable financial advice. Overall, Altruist aims to modernize the financial advisory industry by making financial planning more accessible and user-friendly for both advisors and their clients.