News
Altruist Integrates With Wealthbox For Seamless User Experience
Altruist, providers of a custodial solution for financial advisors, has integrated with Wealthbox CRM. Through the integration, advisors can combine their customer data in Wealthbox with the custodial data available on the Altruist platform, add new clients with a single click, and open accounts on Altruist in less than 30 seconds. “Partnering with Wealthbox is […]