Wealth & Private Banking › Portfolio & Wealth Management › Tax-Loss Harvesting

Altruist

Modern custodian and all-in-one platform for RIAs with built-in trading, rebalancing and tax management.

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Overview

Altruist is a custodian and software platform built exclusively for registered investment advisors, combining account opening, trading, reporting and billing in one place. Its portfolio management tools include model-based rebalancing and automated tax-loss harvesting to help advisors run tax-aware portfolios at scale.

Designed to replace fragmented advisor tech stacks, Altruist integrates custody and software so RIAs can manage client accounts end to end from a single system.

Key Features

+ Automated tax-loss harvesting
+ Model-based portfolio rebalancing
+ Integrated custody and trading
+ Performance reporting and billing
+ Streamlined account opening
+ Single platform for the advisor workflow

Integrations

Open APICustodians

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