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Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

via 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.”

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.

To learn more about how Altruist can transform your trading experience, visit Altruist.com or contact the Altruist team for a personalized demo.

*FIX integration with Advyzon will be available on the Altruist platform soon.

ABOUT ALTRUIST

Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at https://www.altruist.com and follow Altruist on Twitter @altruist.

Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client's assets. Please see the Altruist Financial LLC and Altruist LLC Fee Schedules and Subscription Pricing on altruist.com/legal to learn more.

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2025 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

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