Altruist Alternatives (January 2026)

Altruist – The modern custodian built for independent financial advisors

https://altruis.com/

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

4.1/5

235+ reviews

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Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Investment Portfolio Management Software for Advisors | FinFolio

http://www.finfoli

.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Altvia Private Equity Software | Built for Alternative Investments

https://altvi

.com/

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

RightCapital: Make Financial Planning a Breeze.

https://www.rightcapita

.com/

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

The Modern Retirement and Savings Platform | Vestwell

https://vestwel

.com/

Vestwell is a digital savings platform redefining the way workplace plans are powered today for the benefit of advisors, employers, and employees alike.

Advisor Workstation | Financial Advisor Tool | Morningstar

https://www.morningsta

.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

PreciseFP | Financial Planning Software for Financial Advisors

https://precisef

.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Home - InvestCloud

https://investclou

.com/

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.