Each month, we bring new tools and enhancements to help you work smarter and serve clients better.

Managing client accounts just got a whole lot easier. With two new tools—FIX Trading Integration and the Insufficient Funds Report—you can streamline trade execution and stay ahead of cash shortfalls, all from within your Altruist dashboard.

Whether you’re placing trades or preparing for scheduled transfers, we’ve got you covered with smarter workflows and real-time visibility.

FIX Trading Integration: Real-Time Trading, Zero Hassle

Say goodbye to manual trade file exports and imports. With FIX Trading Integration, you now get real-time visibility into your clients’ Orion Eclipse and Advyzon* accounts—without ever leaving your Altruist dashboard.

What you can do:

• Eliminate manual trade file workflows—and the risk of costly errors
• Monitor trades in real time, directly from your dashboard
• Seamless support for both Orion Eclipse and Advyzon* accounts

It’s effortless connectivity built to simplify your operations and keep you focused on what matters most: serving your clients.

*Integration with Advyzon currently in beta.

Insufficient Funds Report: Stay Ahead of Failed Transfers

Avoid surprises. The new Insufficient Funds Report helps you proactively manage cash shortfalls before they disrupt scheduled transfers.

Schedule transfers with confidence—today’s balance is no longer a limitation. Our predictive funding alert checks every upcoming transfer and spots shortfalls days in advance, so you can take action before it’s too late.

What you can do:

• View a centralized report of upcoming scheduled transfers at risk of failing due to insufficient funds
• Get notified in-app when transfers are approaching and funds are low—within a 7-day window
• Receive a daily digest email summarizing all affected accounts, so you’re never caught off guard
• Monitor ACH withdrawals, check distributions, outgoing journals, and wire transfers in one place
• Download reports to easily review and triage upcoming deficits, empowering you to act quickly on insufficient fund scenarios

It’s a powerful new way to protect client experience and reduce operational friction—built right into your Altruist dashboard.

Want a deeper dive into any of these new features? Let us know. We’re here to support you every step of the way. 

Click here to set up time with an Altruist Sales representative to discover the Altruist platform!