Connect Altruist to Milemarker

Sync custodial accounts, positions, and transactions from Altruist on a daily feed.

Overview.

Altruist connects to Milemarker to automatically sync account holdings, positions, and transaction data from the custodian. Daily data feeds keep your performance reporting and client dashboards current without manual exports.

How it works.

Milemarker pulls Accounts, Positions, Holdings, Transactions, and Performance from Altruist each day, then normalizes and reconciles the feed into your unified data layer.

How to configure.

Connecting Altruist

In Milemarker, go to Integrations → Custodians & Clearing and select Altruist.
Authorize the connection with your firm's Altruist API credentials.
Choose the accounts and data domains to sync (Accounts, Positions, Holdings, Transactions, Performance).
Set the daily feed window. Milemarker normalizes and reconciles each feed automatically.

Altruist

Altruist is the AI-forward wealth platform and modern custodian that unifies account opening, trading, portfolio management, billing, and reporting — purpose-built for the next generation of RIAs.

Website

altruist.com

Docs

Altruist docs

Support

hello@milemarker.co