Integrations
Integrate your tech stack, simplify your workflows, and get full visibility into every client account.
Streamline your operations by integrating with your favorite financial planning, CRM, risk analysis tools and more.
Integrations that actually work. Fundamental to grow your business, we obsess over configuration details and connectivity to ensure stability.
We limit vulnerabilities through stringent security controls and data access agreements with every integration partner.
Seamlessly access daily account balance, positions, and cost basis details from Altruist directly within popular financial planning, reporting, and risk analysis software.
Eliminate manual re-entry by directly importing clients from your preferred CRM when you open and fund accounts on Altruist 100% digitally.
Aggregate portfolio data from multiple custodians for comprehensive, accurate fee billing and reporting on Altruist.
Invite your clients to provide you with a 360-degree view of their wealth by linking external investment and depository accounts through our integration with Plaid.
Tyler Purcell
Kiplinger Wealth Advisors
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.
This testimonial may not represent the experience of others and it is not a guarantee of results.
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
Generate a complete, digestible picture of client performance in just a few clicks.
Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.
Partner with a custodian that helps you deliver remarkable experiences (and doesn't market to your clients).
From technology to service, get more value from a custodian that's entirely focused on RIAs.
Implement the personalization your clients want at the scale your practice needs.
Simplify portfolio management with access to over 350 asset managers at an industry low cost.
Learn more about our products
Sign up to receive insightful, actionable, and relevant content for independent financial advisors.
