Altruist: Built to work with the systems you trust

Integrate with dozens of vendors and partners including custodians, CRMs, planning, portfolio management, and compliance platforms, ensuring you have the client and portfolio data you need, where and when you need it.

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Explore integrations

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Advyzon

All-in-one software

AssetBook

Portfolio management/reporting

BillFin

Billing

Black Diamond

All-in-one software

Blueleaf

Portfolio management/reporting

ByAllAccounts

Account aggregation

Capitect

Portfolio management/reporting

Chicago Clearing

Legal services

eMoney

Financial planning

Ethos ESG

Portfolio analytics

IncomeLab

Financial planning

Kwanti

Risk analysis

MoneyGuidePro

Financial planning

MyComplianceOffice

Compliance

Nitrogen

Risk analysis

Orion

All-in-one software

Panoramix

Portfolio management/reporting

Plaid Core Exchange

Account aggregation

PowerAdvisor

Portfolio management/reporting

Redtail

CRM

RightCapital

Financial planning

Salesforce FSC

CRM

SmartRIA

Compliance

Stratifi

Risk analysis

Tamarac

All-in-one software

TriState Capital Bank

Bank/lending

Vise

Portfolio management/reporting

Wealthbox

CRM

YourStake

Portfolio analytics