---
title: "Altruist Launches AI Financial Planning Agent"
date: 2026-08-31
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6a96b58a35894e1f925e68f1286d8787&url=https%3a%2f%2ffinance.yahoo.com%2ftechnology%2fai%2farticles%2faltruist-launches-ai-financial-planning-203129638.html&c=16150987960098420288&mkt=en-us
description: "The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete."
---

# Altruist Launches AI Financial Planning Agent

The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete.

*Published: 2026-08-31*