The easiest way to deliver tax savings to clients

The easiest way to deliver tax savings  to clients.

A seamlessly integrated investment experience built for helping financial advisors and their clients grow.

Open new accounts, trade, bill, and report performance all in one spot while providing your clients with a beautiful experience through our mobile app.

Automate tax loss harvesting, tax-sensitive rebalancing, and more.

Customer Relationship Summary

1.The Journal of Wealth Management, 2016. The Role of ETFs in Active Tax Management. Past performance never guarantees future performance. The referenced research did not consider Altruist LLC or its TaxIQ Tools and is included for educational purposes only. Results will vary based on several factors, including, but not limited to, the tax management strategies utilized, a client’s individual tax situation, and the prevailing market conditions.

Altruist LLC (“Altruist”) offers registered investment advisers (“Advisors”) using the Altruist platform a suite of tax management tools (“TaxIQ Tools”) which Advisors can use to provide tax management services to their clients. Tax IQ Tools are available to Advisors through Altruist’s rebalancing software. The Altruist TaxIQ Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.  

Tax laws and regulations are complex and subject to change, which can materially impact investment results. Altruist believes the information provided herein is accurate but does not guarantee that the information herein is accurate, complete, or timely. Altruist makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Advisors are solely responsible for monitoring client accounts to ensure Rebalancer and TaxIQ Tools and settings are operating as intended. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance. Review the “Altruist TaxIQ Tools and Rebalancer Disclosures” on altruist.com/legal for more information.  

Altruist Corp offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Clearing and custody of securities provided by Altruist Financial LLC. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.

© 2024 Altruist Corp.  Check the background of Altruist Financial LLC on FINRA's BrokerCheck.

Tax-aware rebalancing

Make tax-smart tradeoffs between tax impact and tracking of your client's portfolio target allocation.  

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Let us show you how a modern custodian can help your RIA streamline operations, slash overhead, and exceed client expectations.

See if you're a fit

Make the most of TaxIQ.

Custom tax rate settings

Set personalized short term and long term tax rates to anticipate the tax consequences of a realized gain or loss.  

Tax loss harvesting (TLH)

Turn on TLH to opportunistically realize losses and reduce clients’ total tax burden when rebalancing.

TaxIQ can increase
after-tax returns with two clicks.

With Americans spending roughly one third of their lifetime earnings on taxes, tax management strategies can help capture up to 2% tax alpha annually for some clients¹.

What once required highly quantitative, time-intensive analysis, is now available to every advisor and any client on Altruist.

Tax-Efficient
Model Marketplace

A tax-smart upgrade to the Model Marketplace.

Pair TaxIQ with Altruist Direct Indexing.

In Altruist Strategist model portfolios, you can invest your  clients directly in hundreds of the largest U.S. stocks to reduce costs, increase transparency, and capture tax benefits for
your clients.

TLH is free in any fee-based model.

Now, alongside time savings and easy-to-implement personalization, Model Marketplace users also get automated tax management.  

¹TaxIQ Tools are available for Advisor use only. Altruist does
not provide tax or legal advice.