Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Self-clearing custodian and wealth platform built for independent RIAs, unifying custody, trading, and reporting.
Description
Altruist provides a custodian and all-in-one wealth platform for independent RIAs, combining account opening, trading, model portfolios, billing, performance reporting, and custody in a single system.
Integrations
Altruist has 10 integrations in our directory
Search below to find what you're looking for
- Advyzon Level 3
- BillFin Level 3
- Black Diamond Level 3
- blueleaf Level 3
- ByAllAccounts Level 2
- Capitect Level 3
- eMoney Advisor Level 3
- Ethos ESG Level 3
- Income Lab Level 3
- Kwanti Level 3
- MoneyGuide Level 3
- Morningstar Direct Advisory Suite Level 3
- MyComplianceOffice Level 3
- Nitrogen Wealth Level 3
- Orion Advisor Services Level 3
- Panoramix Level 3
- Plaid Level 3
- PowerAdvisor Level 3
- Redtail Level 3
- RightCapital Level 3
- Salesforce Level 2
- SmartRIA Level 3
- StratiFi Level 3
- Tamarac Level 3
- Wealthbox Level 2
- YourStake Level 3
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
Glossary
Developer sandbox URL
Yes
