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  • 4.8 / 5.0 (396)
    56+ References
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    21+ References
  • 4.8 / 5.0 (314)
    15+ References

Altruist Testimonials

  • “That bar is very high for the average person. I think that's why we're seeing so many people failing financially in America.”

  • "Deliver the highest level of customer service.”

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  • Reference Rating
    4.7 / 5.0
    Customer References56 total
    About

    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

  • Reference Rating
    4.7 / 5.0
    Customer References21 total
    About

    CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

  • Reference Rating
    4.7 / 5.0
    Customer References15 total
    About

    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

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