FIX Trading Integration is here.
The modern custodian linked up with your trading tech.
Say goodbye to manual trade file exports and imports, eliminate opportunities for error, and enjoy real-time visibility into your clients’ Orion Eclipse and Advyzon* accounts, all from the comfort of your Altruist dashboard.
*Advyzon integration coming soon.
“For advisors who’ve built their businesses around tools like Advyzon and Orion, but lacked a modern custodian to match, we’re solving that. You can now custody assets with Altruist and submit orders directly from the platforms your team already loves with no duplicate processes, no switching screens, no trade files.”
Jason Wenk, CEO and Founder
Your platforms, connected.
One seamless workflow for portfolio management. Make trades on your partner platform as usual, see it all from your Altruist perspective.
Easy set-up.
Initiate a one-time, all-digital set-up, and see your FIX trading accounts embedded into your dashboard forever after.
Automatic, clear visibility.
View real-time FIX trade data, streaming and live; no delays or need to switch platforms. Get complete client account visibility, all from your RIA dashboard.
Precise data.
No more manual file exports and imports that could lead to data incongruities, errors, or trade reporting delays.
More time for your client relationships.
Spend less time managing platforms, files, and reports. Gain time for connecting with clients and reviewing portfolio data, together.
Upgrade to the custodian built for modern RIAs.
Simplify your tech stack, reduce overhead, delight your clients, go fully digital, and grow your business like it’s 2025.