Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Altruist
Modern CRM integrated with a modern custodial platform. It’s here!
Integrations /Custodians & Portfolio Management
Modern CRM integrated with a modern custodial platform. It’s here!
Overview
Altruist is a modern custodial solution for financial advisors. The integration with Wealthbox allows advisors to access Altruist account balances, positions, and more details directly on a Wealthbox contact record. Users also have the ability to onboard new clients and open Altruist accounts by pulling contact data directly from Wealthbox.
View Altruist account balances, positions, and more details directly within Wealthbox contact records.Resources
“Partnering with Wealthbox is a direct result of listening to advisors' needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”
Jason Wenk
CEO of Altruist
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