Today we’re pleased to announce that Altruist, an all-in-one custodial solution for modern financial advisors, is now integrated with Wealthbox. The integration signifies Altruist’s and Wealthbox’s shared commitment to support independent financial advisors and provide an all-around enhanced experience for them and their clients.
The integration, available now, allows financial advisors to create new accounts easily and efficiently. Advisors can now combine their customer data in Wealthbox with the custodial data available on the Altruist platform—with no manual re-entry required.
“Partnering with Wealthbox is a direct result of listening to advisors’ needs,” said Jason Wenk, founder and CEO of Altruist. “Altruist’s top priority is helping RIAs and their clients. Collaborating with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”
“We share a vision with Altruist to help RIAs of all sizes grow by providing a powerful, seamless user experience,” said John Rourke, co-founder and CEO of Wealthbox. “That’s one of the many reasons why we’re happy to integrate with Altruist and further enhance advisors’ workflows.”