Altruist, the modern custodian built for RIAs, has appointed Sumanth Sukumar as its Chief Technology Officer (CTO). Sumanth brings extensive experience in developing and scaling complex […]
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
Kwanti announced a new integration with Altruist. Accounts held at Altruist can now be linked into Kwanti, with portfolio data refreshed every night from Altruist to […]