Short answer
An Altruist integration connects the digital custodian's account and balance data to Salesforce or HubSpot, so RIAs see client accounts, values and onboarding status in their CRM.
How the Altruist integration works
Altruist is a custodian and platform built for independent RIAs. Integrating it with the CRM keeps household and account data current and connects onboarding and service steps to client records.
What syncs
- Accounts and balances
- Account opening and onboarding status
- Account ownership
Integration options
- Altruist APIs through middleware
- Scheduled data loads into FSC or HubSpot custom objects
What to plan for
- Matching accounts to households
- API access approvals
Frequently asked questions
Can Altruist data appear in HubSpot?
Yes. In HubSpot, accounts are usually stored in a custom object associated with contacts.
Does it work with Financial Services Cloud?
Yes. Account data maps to FSC financial accounts and roles.