ABOUT Altruist: “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.”
WHAT ARE THE INTEGRATION POINTS BETWEEN ALTRUIST AND REDTAIL CRM?
Altrust will pull contact records from Redtail into Altruist to prepopulate contact information fields when users are opening accounts.
The following fields are synced.
- First Name, Last Name
- Primary Email
- Primary Phone
- Primary Address, City, State, ZIP
- Date of Birth
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.