How Advisors Use Altruist and Wealthbox to Manage Client Accounts Replay
April 19, 2023

Watch this previously recorded live webinar to see how improvements to the Altruist + Wealthbox integration allow advisors to access Altruist financial accounts from within Wealthbox.

This webinar will cover:

  • How Altruist’s all-in-one investment platform allows advisors to deliver a seamless client experience, and spend more time scaling their business.
  • How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  • How advisors use the integration between Altruist and Wealthbox to see account information within the Wealthbox contact record.
  • The benefits of the Altruist and Wealthbox integration, and how to get started with ease.

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

© 2023 Altruist Corp

3030 S La Cienega Blvd Culver City, CA 90232