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Altruist Reviews, Pricing, Features & Alternatives in 2026

Altruist is an all-in-one wealth management platform that streamlines financial planning, investment management, and client reporting, helping advisors efficiently manage client portfolios and deliver transparent advice.

Wealth Management Software Financial Planning Software Investment Management Software Client Portal Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Altruist?

Wealth Management Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Altruist?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

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Based on 0 reviews

Ratings Breakdown

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1 ★
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Secondary Ratings

Ease of Use
0.0
Value for Money
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Customer Support
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Functionality
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