Altruist Adds Donor-Advised Funds so Advisors Can Manage Charitable Giving In-Platform

LOS ANGELES–(BUSINESS WIRE)–Altruist, an AI-forward wealth technology and custody platform for advisors, today added donor-advised funds to the platform. Advisors can now open, fund, invest, and manage a donor-advised fund for clients in minutes, and clients can recommend grants themselves, all without a separate system. Opening an advisor-managed donor-advised fund has typically meant long setup times, a separate portal and login, and minimums that put the option out of reach for many client

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