Case Study: Steward reduces client onboarding time with Altruist

How Steward Reduced Client Onboarding Time by 91%

Steward, a financial advisory firm for first-generation high earners founded by Ami, faced a significant challenge with a cumbersome and time-consuming client onboarding process. Their goal of providing a tech-enabled, client-first experience was hampered by legacy custodians that required excessive paperwork and created a poor first impression. This inefficiency prevented the firm from focusing on high-value activities for its clients.

By switching its custodial services to Altruist, Steward implemented a far more efficient and streamlined onboarding solution. The result was a 91% reduction in the end-to-end onboarding time, decreasing the process from 12 hours to just 1 hour. This massive time savings allows Steward to onboard more families from its waitlist and reallocate hundreds of hours toward deepening client relationships and delivering greater value.

Steward

Ami Shah

Chief Executive Officer