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Why Windle Wealth is moving $150m to Altruist

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The 'Little Things' That Helped This $480M Firm Choose Altruist

The 'Little Things' That Helped This $480M Firm Choose Altruist

Learn how Financial Plans & Strategies, a $480M firm, delivers exceptional client outcomes, builds strong relationships, and leverages Altruist for growth.
08/28/2024

Case Studies

Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Advisor A.J. Toce takes us through his journey from repairing iPhones to founding Toce Financial Group, transitioning clients to Altruist, and streamlining services with efficient tools.
06/17/2024
Exponential growth and exceptional client service–Firebrand does both.

Exponential growth and exceptional client service–Firebrand does both.

See how Amy Barnes is able to sustain new client momentum and rapid firm growth with lightning-fast onboarding and highly efficient portfolio management.
11/20/2023
How Steward Reduced Client Onboarding Time by 91%

How Steward Reduced Client Onboarding Time by 91%

Learn how Ami Shah reduced end-to-end onboarding by 11 hours -- and the impact of having significantly more time to give back to the people she serves.
11/20/2023
Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Learn why Windle Wealth is moving $150m of client assets from TD Ameritrade to Altruist before the impending Schwab conversion.
05/22/2023
Derek Notman increased revenue while saving clients up to 50%

Derek Notman increased revenue while saving clients up to 50%

Since switching to Altruist, Derek Notman has reduced clients’ fees by 10-50% while increasing his firm’s earnings.
09/29/2022
How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

RIAs care about growth, efficiency, and profitability. See why this firm sought a new custody solution, and how they're saving time & and money with Altruist.
09/06/2022