Wealthbox + Altruist

Modern CRM integrated with a modern custodial platform. It’s here!

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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.
View Altruist account balances, positions, and more details directly within Wealthbox contact records.

Resources

Recorded webinar

How Advisors Use Altruist and Wealthbox to Manage Client Accounts

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Blog post

Altruist Partners with Wealthbox to Help Advisors Build and Scale Their Firms

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Jason Wenk
“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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