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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Advyzon
All-in-one softwareAssetBook
Portfolio management/reportingBillFin
BillingBlack Diamond
All-in-one softwareBlueleaf
Portfolio management/reportingByAllAccounts
Account aggregationCapitect
Portfolio management/reportingChicago Clearing
Legal serviceseMoney
Financial planningEthos ESG
Portfolio analyticsIncomeLab
Financial planningKwanti
Risk analysisMoneyGuidePro
Financial planningMyComplianceOffice
ComplianceNitrogen
Risk analysisOrion
All-in-one softwarePanoramix
Portfolio management/reportingPlaid Core Exchange
Account aggregationPowerAdvisor
Portfolio management/reportingRedtail
CRMRightCapital
Financial planningSalesforce FSC
CRMSmartRIA
ComplianceStratifi
Risk analysisTamarac
All-in-one softwareTriState Capital Bank
Bank/lendingVise
Portfolio management/reportingWealthbox
CRMYourStake
Portfolio analytics