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Altruist

Custodian | https://altruist.com/

Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app.

Data into Capitect

  • Accounts
  • Daily balances
  • Daily positions
  • Daily cost basis & unrealized gain/loss (coming soon)
  • Daily transactions

Data from Capitect

  • Management fee file

Instructions

  1. Log in to Capitect.
  2. Go to Integrations > Data Sources > Altruist > Edit.
  3. Click the Link button, which forwards you to Altruist where you can enter your Altruist credentials.
  4. You should be redirected to Capitect with your rep codes listed.