Every quarter during Office Hours, we open up the floor to your questions, and once again you delivered. With nearly 1,000 registered to attend, and hundreds of submissions from our last session on June 12, we saw clear themes emerge around platform capabilities, roadmap updates, and what’s next for Altruist.
Also, in case you missed the live session, our hosts Jason and Dan announced a very exciting update that Altruist acquired Thyme, a sleek, modern AI-powered platform that’s redefining productivity for financial advisors. Later this summer, we’ll relaunch Thyme as Hazel, a stand-alone platform for all financial advisors (regardless of where they custody assets). Join the waitlist here to get early access and be among the first to hear updates from the front lines.
Here are the top questions submitted live and during registration, along with our responses.
1. When will additional asset classes become available on Altruist?
We’re actively working on expanding the types of assets you can manage through Altruist, including alternatives and structured products. These are key initiatives on our product roadmap, and expected to be delivered over the next 6-12 months. Stay tuned for updates as we roll out these exciting capabilities.
2. When will the Retirement Dashboard return?
We temporarily took the Retirement Dashboard offline after tax season to make some meaningful upgrades. You can expect it to relaunch in early Q3 with improved functionality and a few new features. Keep an eye on our Ideas Board for a preview of what’s coming.
3. What’s the latest on new account types?
We just completed a round of advisor interviews to help inform a solution for Donor Advised Funds. We will start work on this account type later this year and anticipate it being available to advisors next year. We are also working on rolling out our popular High-Yield Cash Accounts for businesses later this year. Although we don’t yet have a timeline for HSAs and 529s, they are on our long-term roadmap.
4. What improvements are coming to cash management?
We’re investing heavily in banking and cash management features in the second half of this year, including support for mobile check deposits, direct deposit, and checkwriting. Stay tuned to our Ideas Board for timing updates.
5. Will Altruist offer options and margin capabilities?
Yes—eventually. These are complex features, and we’re taking our time to ensure we deliver an innovative and intuitive experience. Margin is on track for 2026, with Options expected in 2027.
6. Do I need TaxIQ to access cross-account wash sale monitoring?
Yes, the Tax Sensitivity component of TaxIQ must be enabled in taxable accounts in the Wash Sale Account Group. This will cause the rebalancer to seek to avoid disallowed losses in those accounts. Tax Sensitivity is available at no additional cost.
7. When will GTC orders and stop-loss functionality be added?
Good-’Til-Canceled (GTC) orders are actively in development and expected to go live in the second half of 2025. Stop-loss orders are not currently on our 2025 roadmap, but we’re tracking demand.
8. Will your upcoming AI platform, Hazel, be integrated with our CRMs?
Absolutely. Hazel will support bi-directional CRM integrations, starting with Wealthbox, Redtail, and Salesforce. More integrations may follow based on advisor demand.
We’re building Altruist with you, not just for you
Your feedback directly shapes our roadmap, and Office Hours is one of our favorite ways to stay connected with what matters most to you. Whether it’s new account types, advanced tools, or AI-powered features like Hazel, we’re building the future of custody with your voice at the center.
Didn’t get your question answered live? Drop us a note or keep an eye out for our next Office Hours in September. We’d love to hear from you.
Also, you can catch the replay from our June 12 2025 session here.
