You take care of the investments.
We’ll take care of the rest.
Money and life decisions are keeping your client up at night.
altruWisdom for advisors gives your clients the answers to their questions before they become worries. Our digital knowledge center is a library of financial and life concepts explained in simple terms. Easily select the knowledge package, seamlessly attach it to a trackable email and share it with your client.
Benefits for the advisor
More Time in Your Day
Spend less time responding to basic financial questions and dedicate more time to attracting new business.
KYC (Know Your Client) 2.0
Satisfy the demanding regulatory requirements by educating your clients on all applicable topics and tracking the email opens.
Grow Your Business
Attract new clients with a value add service and retain your existing customers by seamlessly educating them on new concepts and opportunities.
Built with the unique requirements of financial professionals in mind, our tech is secure and easy to navigate.
altruWisdom for advisors allows you to control what you send to your clients based on their needs, and will free up time for you to focus on your business, all while ensuring your clients are taken care of.
It’s easy to get started
Request Your Demo
Request your demo below and one of our specialists will reach out to you to schedule a live demo of our knowledge centre.
Our support specialist will remotely on-board you and your team to ensure everyone is familiar with the altruWisdom tools and features.
Our team is here for your team, 7 days a week. You can chat with us live, call or email our support team with any technical questions.