This month’s updates are all about making financial advice more accessible for your clients while cutting down on busywork for you. With our new Plaid integration — connecting Altruist to thousands of popular finance apps — plus enhancements that reduce manual work, you’ll spend less time on operations and more time strengthening client relationships. Let’s dive in.

Connect Accounts Anywhere with Plaid

We’re making it easier than ever for clients to understand their finances. Through our integration with Plaid Core Exchange, clients can securely share their Altruist account data with thousands of popular financial apps and get a clear view of where they stand.
  • Seamless connectivity: Works with over 2,600 Plaid-supported apps, including budgeting and personal finance tools like Monarch, Rocket Mortgage, Copilot, and more!
  • Secure data sharing: Information such as balances, positions, and transactions is shared via tokenized connections — meaning credentials are never passed to third parties.
  • Client-initiated setup: Connections are always started from the Plaid-supported app to ensure the best experience. Clients should select the option that shows the Altruist logo (not the MX screen-scraping version).

Instantly Sync Data with Advyzon FIX

Our new FIX trading integration with Advyzon creates a smoother, faster bridge between the two platforms. With this integration, your trading workflows become simpler and more reliable.
  • No more manual imports: Trades no longer require uploading or exporting files — the data flows automatically.
  • Real-time sync: View trade data instantly in both Advyzon and Altruist without lag or duplication.
  • Error reduction: Automating the flow of data reduces the risk of mismatches or reporting delays.
  • Advisor efficiency: Spend less time on file management and more time on serving clients.

Access up to $6M in FDIC Protection on High-Yield Cash

We’ve enhanced client protection with access to 3x the FDIC coverage across High-Yield Cash accounts through our partner banks.
  • Expanded protection: Coverage now extends access up to $3M for individual accounts, $6M for joint accounts, and $3M for trust accounts through our partner banks.
  • Multiple bank program: Funds are spread across participating banks to maximize FDIC coverage while maintaining liquidity.
  • Peace of mind: Advisors can confidently present HYC as both a yield-generating and safety-focused solution.

Smarter Filters for Tracking High-Yield Cash

We’ve added powerful new filters to help advisors analyze cash more clearly across households and accounts. These tools give you greater clarity when allocating models, reporting AUM, or discussing cash strategies with clients.
  • Account type filtering: Choose to view only “Investing” accounts, only “High-Yield Cash,” or both.
  • Household-level controls: A simple checkbox lets you exclude High-Yield Cash (HYC) from household metrics.
    • When excluded, “Total Cash” is relabeled as “Uninvested Cash” to reflect investable balances only.
  • Smarter context: Selecting only HYC shows APY alongside balances, while investment-specific columns (e.g., Portfolio, Tax Management, Last Rebalance) are hidden.
  • Better liquidity planning: Advisors can now distinguish between brokerage cash vs. HYC balances when analyzing client liquidity and distributions.

Turn Nitrogen On or Off in Seconds

Advisors asked for more control over their integrations — and we delivered. This self-serve integration puts the power back in your hands.
  • On-demand setup: Connect or disconnect your Nitrogen integration directly in the Advisor Portal, without waiting on support.
  • Streamlined workflows: Reduce the time spent managing integration requests or troubleshooting manual steps. 
  • Advisor control: Stay flexible — turn on the connection when it’s needed and off when it’s not.
Want a deeper dive into 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 how you can get better outcomes for your clients!

High-Yield Cash is offered through a separate account at Altruist Financial LLC (“Altruist Financial”) that is opened solely for participation in High-Yield Cash. Neither Altruist Financial nor any of its affiliates are banks. Altruist Financial deposits cash in the High-Yield Cash account  with one or more banks (“Program Banks” see the Altruist Financial LLC Participating Bank List) that accept and maintain such deposits. Through High-Yield Cash, clients’ cash is deposited into Program Banks where the cash earns a variable interest rate and is eligible for FDIC insurance. FDIC insurance is limited to $250,000 per depositor, per FDIC-insured bank, per ownership category and is subject to conditions. More information can be found in the High-Yield Cash Disclosure Statement and the Altruist Financial LLC Participating Bank List. For more information on FDIC insurance coverage, please visit FDIC.gov.