Amoreg × Altruist
Amoreg reads the firm’s custodial data at Altruist, households, accounts, positions, cost basis and transactions, as of the prior business day.
- Kind
- Workspace integration
- Connected by
- The firm, through an admin
- How
- An admin signs in at Altruist; there is no credential to type
- Access
- Read only, as of the prior business day
What Amoreg does with Altruist.
- 01
Households and accounts
The households and accounts the connecting advisor’s Altruist login can see.
- 02
Positions and transactions
Positions, cost basis and transactions as of the prior business day’s close.
- 03
Read only
Amoreg reads; it never trades, moves money or changes anything at the custodian.
Ask in plain words. Tag @Altruist.
Mention it in any chat and Eve reads what the request needs, cites what it used, and asks before anything that sends.
How it connects. The firm, through an admin.
- 1An admin opens Compliance, then Integrations, and connects Altruist.
- 2An admin signs in at Altruist; there is no credential to type.
- 3Every member’s Eve can use it; the credential is stored encrypted and never shown again.
- AltruistRead only, as of the prior business dayConnected
- Connected byAn organization adminAdmin
- Used byEvery member’s Eve, in this organization onlyFirm
Who connects Altruist. Firms like these.
It comes up most around compliance monitoring programme, beneficial owner and fit and proper.
Questions.
Who connects Altruist?
An organization admin connects Altruist once, for the whole firm. It stays with the firm when people leave.
What can Amoreg see in Altruist?
Read only, as of the prior business day. An admin signs in at Altruist; there is no credential to type, so Amoreg reaches no more than that connection allows.
Does Amoreg change anything in Altruist on its own?
No. Eve acts only when someone asks, and anything that sends email waits for that person’s approval of the exact message.