Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Altruist

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 users to combine customer data in Wealthbox with the custodial data available on the Altruist platform—with no manual re-entry required.

Import clients from Wealthbox into Altruist with the click of a button.

Resources

Blog Post

“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

Get started with Wealthbox + Altruist

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