We’re thrilled to announce a game-changing partnership between Smartria and leading RIA custodian Altruist with the integration of our compliance software into the Altruist platform.

At Smartria, we’ve always believed that compliance should be simple, intuitive, and, above all, effective. Streamlining compliance through technology has been in our DNA from the very start. Our award-winning compliance software is designed to improve operations, automate workflows, and provide real-time insights—all while ensuring regulatory adherence and client trust.

Now, with our integration into the Altruist platform, Altruist advisors and Chief Compliance Officers (CCOs) have access to a comprehensive compliance solution that simplifies regulatory tasks, making compliance management more efficient and effective.

Efficiency Redefined: Say goodbye to manual compliance tasks and hello to efficiency. Smartria’s seamless integration with Altruist means less time spent on paperwork and more time focused on what truly matters—serving your clients and growing your business.

Our automated platform ensures users are always audit-ready with real-time data and integrates seamlessly with your existing tools, reducing manual oversight and freeing up time for strategic initiatives.

Proactive Risk Management: With Smartria and Altruist, compliance isn’t just reactive; it’s proactive. Our advanced monitoring tools and risk alerts empower RIAs to stay ahead of potential issues, protecting both their firm and their clients from harm.

This collaboration marks Altruist’s first step into integrating specialized compliance management software. The partnership allows for seamless data transfer from Altruist to Smartria, and enables comprehensive monitoring of trade activities. Through this powerful integration, firms can better protect client assets and information, ensure regulatory compliance, and maintain fiduciary transparency. Additionally, our platform offers secure, permission-based storage and automates the onboarding process, fostering a robust culture of compliance.

Our adaptable, automated systems revolutionize compliance management by providing instant risk detection and clear reporting. Direct data feeds from Altruist streamline the collection of trade confirmations and enable early detection of ethical concerns or front-running activities. We’re delighted to be able to bring these advancements to Altruist advisors, making it simple for them to meet compliance demands efficiently and effectively.

If you’re already working with Altruist, you can initiate this interaction by emailing their customer service team at [email protected] or calling 833-497-6278. After activation, log into Smartria, navigate to Settings > Integrations, and connect to Altruist (under Custodian Data). Smartria will then regularly update data from Altruist to ensure continuous monitoring.