Altruist is a modern custodial platform that enables independent financial advisors to manage accounts, facilitate trading, and generate reports seamlessly. The integration with Wealthbox allows advisors to synchronize client account information from Altruist directly into their Wealthbox CRM, making client management more efficient and minimizing manual data entry. By linking Altruist with Wealthbox, advisors can streamline workflows and access critical account data in one place.
Key Features
- View Altruist account details directly within Wealthbox contact records.
- Easily navigate to Altruist from Wealthbox for deeper portfolio analysis.
- Sync key client and account data between Altruist and Wealthbox.
- Automatically link client accounts to reduce manual data entry
How to Enable the Integration
- Log in to your Wealthbox account.
- Go to the Applications page by selecting the three dots in the top right-hand corner of your Wealthbox page and find Altruist in the list.
- Click Settings to the right of Altruist, then select Connect and follow the prompts to authenticate your Altruist account.
- Once authorized, Wealthbox will sync client accounts from Altruist and display relevant data within client records.
How Does the Altruist Integration Work?
A Webinar on the Integration of Altruist + Wealthbox: Watch Now