About Altruist
Altruist is a custodian built for independent RIAs, combining custody, trading and reporting in one advisor platform.
Altruist + Slant
In the Altruist Advisor Portal, open Settings → Integrations and connect the Slant CRM card. Enter the rep codes Altruist shows you, and choose which books receive them. Codes are verified automatically.
Altruist files don't include tax IDs, so Slant suggests household matches by owner name for you to review.
Linked accounts show a portfolio balance, asset composition, positions, recent transactions and a 90-day balance chart on the client's Custodian tab, and their market value counts toward the client's AUM. A guided setup dialog in Settings saves your progress and emails you when the connection is live.
Common use cases
Portfolio on every client record
See balances, holdings, transactions and balance history from Altruist on the client's Custodian tab, with the total in the record's header.
AUM that keeps itself current
Each linked account's market value counts toward the client's AUM.
Accounts on the right households
Slant suggests household matches by owner name, and you confirm them from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
