Altruist

The traditional custody model is dissolving as technology shifts value from asset holding to integrated services, compelling advisors to orchestrate specialized 'alt-custody' stacks for competitive advantage.

AI execution tools are transforming advisor profit and loss statements by reallocating capital from operational expenses to growth drivers, creating new revenue opportunities and solidifying firm value.

The great tech‑stack debate A decade ago an advisor’s “tech stack” was a cobbled‑together CRM and…