{"id":4900,"date":"2025-11-24T21:28:37","date_gmt":"2025-11-24T21:28:37","guid":{"rendered":"https:\/\/altruist.com\/?p=4900"},"modified":"2026-01-20T20:58:15","modified_gmt":"2026-01-20T20:58:15","slug":"all-new-altruist-november-product-updates","status":"publish","type":"post","link":"https:\/\/altruist.com\/news\/all-new-altruist-november-product-updates\/","title":{"rendered":"All new @ Altruist \u2013\u2028November product updates"},"content":{"rendered":"<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"height:2px\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background\"><\/div>\n<\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f2b7d165 wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-right-style:none;border-right-width:0px;border-bottom-color:#000000;border-bottom-width:2px;border-left-style:none;border-left-width:0px;margin-bottom:var(--wp--preset--spacing--800);padding-bottom:var(--wp--preset--spacing--2400);--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h4 class=\"wp-block-heading\" id=\"structured-products-now-on-altruist\">Structured products now on Altruist<\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Structured products are now available on the Altruist platform, giving advisors a new way to help clients earn more and protect what they&rsquo;ve built. Everything can be traded, custodied, and managed in one place, simplifying access to sophisticated investment options.<\/p>\n\n\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"898\" height=\"1024\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-1-898x1024.png\" alt=\"\" class=\"wp-image-4902\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-1-898x1024.png 898w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-1-263x300.png 263w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-1-768x876.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-1-1347x1536.png 1347w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-1.png 1414w\" sizes=\"auto, (max-width: 898px) 100vw, 898px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph has-border-color has-blue-third-color has-text-color has-link-color has-cta-default-font-size wp-elements-36dc2ec96dc6adc5cfe13e08a232f211 has-display-inline-block\" style=\"border-color:#8390FF;border-width:3px;border-radius:8px;font-style:normal;font-weight:700;padding:15px 18px\">How it works<\/p>\n\n\n<ul class=\"wp-block-list wp-block-list\">\n<li>Offer structured products directly through Altruist.<\/li>\n\n\n\n<li>Trade and custody alongside other client assets.<\/li>\n\n\n\n<li>Manage strategies seamlessly without external custodians.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f2b7d165 wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-right-style:none;border-right-width:0px;border-bottom-color:#000000;border-bottom-width:2px;border-left-style:none;border-left-width:0px;margin-bottom:var(--wp--preset--spacing--800);padding-bottom:var(--wp--preset--spacing--2400);--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image alignleft size-large is-resized\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"158\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Group-2087329534-1024x158.png\" alt=\"\" class=\"wp-image-4904\" style=\"width:265px;height:auto\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Group-2087329534-1024x158.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Group-2087329534-300x46.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Group-2087329534-768x118.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Group-2087329534.png 1053w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Altruist data just found its voice in Hazel. The new Altruist x Hazel AI integration turns live custodial records into instant answers&mdash;giving advisors on-demand visibility into household concentration, sector or asset exposure, beneficiary summaries, and more. It&rsquo;s an industry-first step toward truly intelligent wealth management.<\/p>\n\n\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"598\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-2-1024x598.png\" alt=\"\" class=\"wp-image-4905\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-2-1024x598.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-2-300x175.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-2-768x448.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-2.png 1412w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph has-border-color has-blue-third-color has-text-color has-link-color has-cta-default-font-size wp-elements-36dc2ec96dc6adc5cfe13e08a232f211 has-display-inline-block\" style=\"border-color:#8390FF;border-width:3px;border-radius:8px;font-style:normal;font-weight:700;padding:15px 18px\">How it works<\/p>\n\n\n<ul class=\"wp-block-list wp-block-list\">\n<li>Ask Hazel questions about client portfolios or households.<\/li>\n\n\n\n<li> Get instant answers sourced directly from live custodial data.<\/li>\n\n\n\n<li>View insights on exposure, concentration, and beneficiaries&mdash;all in chat.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f2b7d165 wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"border-radius:0px;border-right-style:none;border-right-width:0px;border-bottom-style:none;border-bottom-width:0px;border-left-style:none;border-left-width:0px;margin-bottom:var(--wp--preset--spacing--800);padding-bottom:var(--wp--preset--spacing--2400);--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h4 class=\"wp-block-heading\" id=\"new-member-details-page\">New Member Details page<\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">The new Member Details page gives admins and firm owners a clearer view of every team member&rsquo;s access to client accounts. Quickly review roles, permissions, and account group or account assignments, all from one place.<\/p>\n\n\n<figure class=\"wp-block-image size-large\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"899\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-3-1024x899.png\" alt=\"\" class=\"wp-image-4906\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-3-1024x899.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-3-300x264.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-3-768x675.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Image-3.png 1414w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph has-border-color has-blue-third-color has-text-color has-link-color has-cta-default-font-size wp-elements-36dc2ec96dc6adc5cfe13e08a232f211 has-display-inline-block\" style=\"border-color:#8390FF;border-width:3px;border-radius:8px;font-style:normal;font-weight:700;padding:15px 18px\">How it works<\/p>\n\n\n<ul class=\"wp-block-list wp-block-list\">\n<li>View individual member profiles in detail.<\/li>\n\n\n\n<li>Oversee your team&rsquo;s account groups and assignments&nbsp;<\/li>\n\n\n\n<li>Review and adjust team permissions as needed.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group is-style-altruist-group-dark has-background-color has-green-primary-background-color has-text-color has-background has-link-color wp-elements-cda57072287898736dbfe2c115a93ae1 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:8px;padding-top:var(--wp--preset--spacing--600)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h5 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-b78a1f8e14713e16ac6f87caf81118ef\" id=\"want-a-deeper-dive-into-these-new-features\">Want a deeper dive into these new features?<\/h5>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph has-black-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-8ddc6181859b09c81e37f08c5865cf87\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Let us know. We&rsquo;re here to support you every step of the way. Click below to set up time with an Altruist sales representative to discover how Altruist can help your firm do more.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-buttons is-style-default is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-altruist-button-dark\" style=\"padding-top:var(--wp--preset--spacing--300);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--300);padding-left:var(--wp--preset--spacing--1200)\"><a class=\"wp-block-button__link has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/altruist.com\/talk-to-us\/\" style=\"padding-top:var(--wp--preset--spacing--300);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--300);padding-left:var(--wp--preset--spacing--1200);padding:var(--wp--preset--spacing--300) var(--wp--preset--spacing--1200)\">Speak with our team<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--2400)\">\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-8c56f330e78cc1d5eb1bd798353c3846\" style=\"font-size:12px\">Structured products are complex investment vehicles that involve significant risks and may not be suitable for all investors. These securities are typically unsecured debt obligations of the issuing bank and are subject to the credit risk of the issuer. Structured products are not deposits, are not insured by the FDIC, and are not guaranteed by any bank or government agency.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-3f952d80a688020529d660855eaa49c7\" style=\"font-size:12px\">Investment returns and principal repayment depend on the performance of one or more underlying assets and on the terms of each specific note. Any references to defined outcomes, income potential, or downside protection are hypothetical and not guaranteed. Structured products may have limited or no secondary market and should generally be held to maturity.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-71e41e86c1b4141e7621cf2de48d6d03\" style=\"font-size:12px\">Altruist Financial LLC (&ldquo;Altruist&rdquo;) does not issue structured products. All structured notes available through Altruist are issued by third-party banks and distributed through external wholesalers. Altruist provides trade processing, custody, and reporting functionality only and does not recommend or endorse any particular issuer, wholesaler, or product.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color wp-elements-593c7e3cc131d9475cc6bc8e182c75f5\" style=\"font-size:12px\">Fees, costs, and embedded issuer charges may apply and could reduce overall returns. Please refer to the Altruist Financial LLC Fee Schedule and the offering documents provided by the product issuer for additional information.&nbsp; <br>Structured products are intended for investors who understand the risks associated with derivative-based investments. Advisors are responsible for assessing suitability prior to recommending any structured product investment.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This month, we\u2019re focused on simplifying your day, giving you clearer insights, and adding more ways to get things done on the Altruist platform. Explore new investment options, improved support, and powerful integrations \u2014 all coming to Altruist this November.<\/p>\n","protected":false},"author":3,"featured_media":4901,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"_article_types":"article","footnotes":""},"categories":[79],"tags":[86],"class_list":["post-4900","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-newsletter"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>All new @ Altruist \u2013\u2028November product updates - Altruist<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/news\/all-new-altruist-november-product-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"All new @ Altruist \u2013\u2028November product updates - Altruist\" \/>\n<meta property=\"og:description\" content=\"This month, we\u2019re focused on simplifying your day, giving you clearer insights, and adding more ways to get things done on the Altruist platform. Explore new investment options, improved support, and powerful integrations \u2014 all coming to Altruist this November.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/altruist.com\/news\/all-new-altruist-november-product-updates\/\" \/>\n<meta property=\"og:site_name\" content=\"Altruist\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-24T21:28:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-20T20:58:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/altruist.com\/wp-content\/uploads\/2025\/11\/Artwork-2-1024x492.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"492\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Pablo Rosa\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@altruist\" \/>\n<meta name=\"twitter:site\" content=\"@altruist\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Pablo Rosa\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"15 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/all-new-altruist-november-product-updates\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/all-new-altruist-november-product-updates\\\/\"},\"author\":{\"name\":\"Pablo Rosa\",\"@id\":\"https:\\\/\\\/altruist.com\\\/#\\\/schema\\\/person\\\/15e5d1a041fcfab4ffce118e89145803\"},\"headline\":\"All new @ Altruist \u2013\\u2028November product updates\",\"datePublished\":\"2025-11-24T21:28:37+00:00\",\"dateModified\":\"2026-01-20T20:58:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/all-new-altruist-november-product-updates\\\/\"},\"wordCount\":477,\"publisher\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/all-new-altruist-november-product-updates\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cdn.prod.altruistnet.tech\\\/wp-content\\\/uploads\\\/2025\\\/11\\\/Artwork-2.png\",\"keywords\":[\"Newsletter\"],\"articleSection\":[\"Company news\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/all-new-altruist-november-product-updates\\\/\",\"url\":\"https:\\\/\\\/altruist.com\\\/news\\\/all-new-altruist-november-product-updates\\\/\",\"name\":\"All new @ Altruist \u2013\\u2028November product updates - 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