A platform offering integrations for financial planning, CRM, risk analysis tools, and portfolio management to streamline workflows and enhance visibility.

Key Features

Integration with Financial Planning Tools Connect Altruist with financial planning and reporting software.

• Access daily account balances, positions, and cost basis details.
• Generate comprehensive client performance reports.

CRM Integration Eliminate manual data entry by syncing client information directly from CRM systems.

• Open and fund accounts digitally.
• Import client data seamlessly.

Portfolio Aggregation and Fee Billing Aggregate portfolio data across custodians for accurate fee billing and reporting.

• Simplify billing processes.
• Ensure comprehensive portfolio visibility.

Plaid Integration for Wealth Overview Enable clients to link external investment and depository accounts for a 360-degree wealth view.

• Enhance client insights.
• Improve financial planning accuracy.

Benefits

Streamlined Operations Simplify workflows and reduce manual tasks.

• Integrate various tools into a single platform.
• Save time on administrative work.

Enhanced Client Insights Gain a complete view of client wealth and performance.

• Improve financial advice quality.
• Strengthen client relationships with personalized insights.

Secure Integrations Ensure data security with stringent controls and agreements with integration partners.

• Reduce vulnerabilities in data handling.
• Maintain compliance standards effectively.