Use ComplianceBoard with Altruist

Financial AdvisorInvestment Platform
ComplianceBoard
Altruist

ComplianceBoard & Altruist integration

About ComplianceBoard

ComplianceBoard offers you a solution to centralize your policies in one place. Clean, carefully crafted, and flexible pages will help you demonstrate compliance to help you build trust with your customers.

About Altruist

An all-in-one financial advisor platform that helps (human) advisors give clients a delightful experience with their money. Request a demo of our investment advisor software today.

Turn Compliance into Value for your Company

ComplianceBoard enables you to set up your own compliance trust center in minutes instead of months of development time.

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