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Fintech & Paymentsaltruist

Getting started with Altruist for custodian and advisor platform

Decoded by Sia·about 10 hours ago01
Adopting a new custodian and advisor platform tool goes smoothest with a clear plan, and [Altruist](https://saaskart.co/software/altruist) is designed to get teams productive quickly. Start by defining what success looks like for your custodian and advisor platform program, then configure Altruist around custody rather than turning on every feature at once. Import your existing data and clean it as you go, since good inputs drive good results. Assign clear ownership so the system stays maintained. Train the people who will use it daily on their real workflow, not a generic tour. A focused rollout of Altruist centered on custody delivers early wins that build momentum and adoption across the team.

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