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.
“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.”
CEO of Altruist