Business Wire
New integrations enable real-time execution and full operational visibility for enterprise RIAs
Altruist, the modern custodian built for RIAs, today announced new institutional-grade FIX trading integrations with Orion and Advyzon. These integrations allow for orders to be submitted in real-time for execution at Altruist from the platforms advisors already use—eliminating manual trade files and accelerating operational efficiency for large, growth-focused firms.
The launch is designed to meet the needs of multi-advisor RIAs operating at scale, offering streamlined workflows without compromising their preferred systems. Altruist empowers firms to preserve workflows with their preferred tech stack while benefiting from a modern custodian—automated execution, operational transparency, and scale-ready infrastructure.
“For advisors who’ve built their businesses around tools like Advyzon and Orion, but lacked a modern custodian to match, we’re solving that,” said Jason Wenk, founder and CEO of Altruist. “You can now custody assets with Altruist and submit orders directly from the platforms your team already loves with no duplicate processes, no switching screens, no trade files.”
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Altruist’s FIX infrastructure was purpose-built to support the complexity and scale of enterprise RIAs. Key capabilities include:
Seamless Execution: Direct FIX trading from Orion Eclipse and Advyzon
Real-Time Visibility: Live connection monitoring via a dedicated UI
Digital Efficiency: Guided workflows for Average Price and Error Accounts setup
Firmwide Oversight: Unified Firm Accounts dashboard for billing, corrections, and oversight
Integration setup is fast and fully digital, with most firms live within a few business days. Once connected, advisors can place trades in Orion’s Eclipse trading platform or Advyzon’s Quantum and route them directly to Altruist’s trading engine, streamlining front-to-back execution without introducing new tools or workflows.
Early adopters have reported significant reductions in trading friction, improved operational speed, and enhanced client satisfaction, demonstrating the power of this seamless integration. Access to Orion and Advyzon integrations is available to all Altruist users today, with additional platform connections planned for later this year.
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