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.

Today, 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.

To discover more about Altruist's integrations, visit altruist.com/integrations.

ABOUT ALTRUIST

Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at https://www.altruist.com and follow Altruist on Twitter @altruist.

Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client's assets. Please see the Altruist Financial LLC and Altruist LLC Fee Schedules and Subscription Pricing on altruist.com/legal to learn more.

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

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