Grow your book of business


Altruly helps financial advisors acquire new clients, onboard them with lightning speed and increase AUM.

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Why Altruly?

American donors spend $380-billion on charitable donations per year ($13-billion by Canadians). Ensure that these funds are included in a comprehensive wealth management plan by offering an Altruly Donor Advised Fund account to your clients. Donor Advised Fund accounts are loved because they consolidate charitable activity, simplify tax-filing, control privacy and increase charitable impact with tax-free growth.

How it works

Altruly offers a Donor Advised Fund product platform that fits into any size wealth management firm.

  • Serve your client's philanthropic interests with numerous benefits
  • Low-touch product that increases AUM with instant onboarding and minimal administration
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