Custodian
CSV import
Altruist
Upload 1 Altruist holdings report and match every account in it to its household at once.
1 upload covers every client in your report. Export a holdings report from Altruist, upload it to Kerdora, and Kerdora matches each account in it to its household.
What you get
Bulk matching. Kerdora matches accounts to households automatically, tells you how many it matched, and lists the rest for you to assign or skip.
Help on hard matches. When an account name doesn’t match cleanly, Kerdora suggests a household and you confirm it.
New or existing accounts. Put holdings into an account already in a client’s plan, or create a new account with its type filled in.
You review first. Nothing imports until you confirm your matches.
What moves where
Into Kerdora
Holdings
Every account in your report
Back to Altruist
Nothing. It’s a file upload, so nothing connects to your Altruist account. Upload a new report whenever you want fresh holdings.
Set it up
Turn on Altruist Import in Kerdora’s Settings.
In Altruist, export a holdings report. Altruist’s extended report, with all fields, matches more accurately.
Upload it in Kerdora, review your matches, and confirm.