Altruist
Investment Management
active
Altruist is a digital investment platform designed for financial advisors to streamline their operations and enhance client experiences.
Los Angeles, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.0
(2 ratings)Active: 2Former: 0
Features
4.4
(2 ratings)Active: 2Former: 0
Reliability
4.0
(2 ratings)Active: 2Former: 0
Performance
4.2
(2 ratings)Active: 2Former: 0
Security
4.4
(2 ratings)Active: 2Former: 0
Value for Money
4.2
(2 ratings)Active: 2Former: 0
Customer Service
4.4
(2 ratings)Active: 2Former: 0
Ease of Use
4.4
(2 ratings)Active: 2Former: 0
Integrations
4.0
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Altruist
Altruist is a digital investment platform designed for financial advisors to streamline their operations and enhance client experiences.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Automated account opening
portfolio management
performance reporting
client portal
fee billing
Pros
Easy to use
cost-effective
excellent customer support
Cons
Limited integrations
occasional bugs
learning curve for new users