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Altruist launches New Integrations, boosting RIA efficiency

The modern custodian adds software integration partners across financial planning, CRM, reporting, and risk analysis to help advisors save time and streamline their practice.

BusinessWireDecember 8, 20232 min

Altruist, the modern custodian built exclusively for Registered Investment Advisors (RIAs), proudly announces six new powerful integrations, helping independent advisors simplify and streamline critical business workflows. Orion, Redtail, Kwanti, Moneyguide, IncomeLab and eMoney join an impressive list of existing integration partners that includes Wealthbox, Right Capital, Black Diamond, Advyzon and Nitrogen. Altruist advisors can look forward to additional integrations with ACA, SmartRIA, Morningstar and ByAllAccounts in early 2024.

“Disconnected tech is a massive pain point for advisors,” said Jason Wenk, Founder and CEO of Altruist. “Teams waste resources on duplicate data entry, manual reconciliation, and inconsistencies that can impact reporting and billing. When the tools play well together, you get faster account opening, higher quality data, simplified workflows… firms reclaim a lot of time which drives better client service and better outcomes.”

Alongside a fast-growing roster of integration partners, RIAs that custody with Altruist get built-in performance reporting, fee billing, automated rebalancing, portfolio accounting, and an intuitive client portal at no additional cost. The company also offers seamless connections with accounts held at Schwab, Fidelity, and Pershing. The first 100 third-party connected accounts are free, then only $1 per account per month thereafter.

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