Overview

This integration offers a frictionless experience to RIAs that want to pair Altruist’s digital account opening and trading with Kwanti’s powerful suite of portfolio analytics. Advisors now have at their fingertips an end-to-end system that will better showcase their value propositions, while driving workflow efficiencies and increasing capacity, scale, and productivity.

Accounts held at Altruist can now be linked into Kwanti, with portfolio data refreshed every night from Altruist to Kwanti. Both positions and history are transferred – meaning that portfolio performance takes into account transactions and cash flows.