Software that connects to Altruist

The rule: every tool we list that names a live connection to Altruist, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Altruist

3

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Names Altruist, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Data moves with Altruist; the vendor doesn't say which way Direction not stated: combines CRM data with Altruist account data	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Slant	Takes data from Altruist Data in: account data, nightly	Checked on the vendor's site · Oct 6Slant docs: release Altruist data to Slant	$150 a month for one person Connection cost: not stated on the Slant pages we read (Oct 7).

Planning tools that connect to Altruist

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Altruist Data in: position-level account data	Checked on the vendor's site · Oct 6RightCapital help centre: Altruist integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from Altruist Data in: linked investment accounts	Checked on the vendor's site · Oct 6Income Lab help centre: Altruist integration	$165.83 a month for one person Connection cost: not stated on the Income Lab pages we read (Oct 7).
MoneyGuide	Takes data from Altruist Data in: client accounts	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
FinDash	Takes data from Altruist Data in: account balances, holdings, cost basis, transactions and account details, synced daily	Checked on the vendor's site · Oct 6FinDash help centre: Altruist Custodial	$239.20 a month for one person The plan has a 2-user minimum Connection cost: FinDash sells one workspace at one price ($299 a month for 2 seats on monthly billing), and the plan lists custodial feeds among what it includes. Checked on the vendor's site · Oct 6FinDash pricing page
eMoney Advisor	Takes data from Altruist Data in: account data, through an advisor aggregation connection	Checked on the vendor's site · Oct 6eMoney press release: new aggregation connections (Aug. 17, 2023)The source is from Aug 17, 2023; ask whether it still works this way.	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Altruist

1

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
PitCrew	Names Altruist, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.