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Custodians integration
Altruist
Connected to your client work.
Link Altruist custodian accounts to existing households and bring account data into your Investipal workflow.
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Altruist
InvestipalCustodian accounts
Trusted by leading advisory firms
Inside the workflow
Connect accounts to the household.
Bring custodian account data into the client picture.
Bring in custodian account data.
Use the Altruist custodian account connection in Investipal.
Link accounts to existing households.
Match unassigned custodian accounts to the relevant households.
Review the household picture.
Use the linked account data alongside the client information already in your workflow.
A few things to know.
What does the Altruist connection do?
Link Altruist custodian accounts to existing households and bring account data into your Investipal workflow.
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