Release Altruist data to Slant - Slant docs

Enable the Slant integration in Altruist

Open Settings → Custodian → Altruist in Slant. The setup dialog walks you through each step and saves your progress, so you can close it and come back.

In the Altruist Advisor Portal, open Settings → Integrations.
Find the Slant CRM card and select Connect.
Authorize the feed.

Altruist confirms that your Slant data feed is active and shows the Altruist rep code(s) associated with your data. Confirm in Slant once the feed is enabled.

Add your rep codes

Enter the rep code(s) Altruist showed you. Slant then lists your books for each code. Choose which books should receive those accounts; you can change this later in Books & codes. Rep codes are verified automatically. Your account data begins appearing after the next nightly delivery, and Slant emails you when the connection is live.

Household linking

Altruist files do not include tax IDs or phone numbers, so Slant links accounts to households by owner names. Review the suggested matches under linking accounts. Return to Settings → Integrations in the Altruist Advisor Portal and disconnect Slant CRM. For integration questions on the Altruist side, contact partnersupport@altruist.com.

⌘I