Honest comparison
Altruist vs WealthScan
Custodian-built advisor and client portal. Here's an honest look at where each platform shines and how to decide.
What Altruist is
Altruist is a modern custodian with an integrated portfolio + client portal experience.
Where Altruist shines
- Tight custodian-to-portal integration.
- Modern UX for advisors and clients.
- Competitive fee structure.
Best for: RIAs using Altruist as their custodian.
Where WealthScan is different
- WealthScan is custodian-neutral — works regardless of where assets are held.
- The triad (advisor, CPA, attorney) coordinates in the same workspace.
- Focused on the full household, not just managed assets.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.