Altrata

Altrata

Corma ties each Altrata login to a named employee, starts offboarding when people leave and keeps the Altrata contract, its users and its renewal in view.

The Corma and Altrata integration gives IT and finance one record of who holds an Altrata login, what the subscription costs and when it renews. Altrata is a people intelligence provider that helps organizations connect with business leaders, alumni and wealthy individuals. It took its name in 2022, when Euromoney People Intelligence rebranded, and its brands are BoardEx, Boardroom Insiders, RelSci, WealthEngine and Wealth-X.

Key takeaways

  • Altrata licenses its subscription products to the client's Authorized Users, with the details set in each customer's Order Form.
  • Altrata's product terms require usernames and passwords to stay secure and limited to individual use, and make the client responsible for all use by its Authorized Users.
  • When an Altrata contract ends, the client must delete all licensed data in its possession, including data that users downloaded.
  • WealthEngine, an Altrata brand, sizes accounts by user seats and lets every user with access spend the shared credits by default.

Why does every Altrata login need an owner?

Altrata data is licensed, not bought. The Altrata Product Terms grant access to Authorized Users, meaning the employees, agents or individuals the client authorizes. Each login must stay individual, and the client answers for everything done with it. A shared password, or the account of a former employee that still works, is therefore a contract issue as much as a security one.

Usage is the second point. In WealthEngine, the number of user seats in the subscription sets how many users an account can have, and by default every user with access can use up the subscription's credits. Downloads count too, since licensed data must be deleted when the contract ends. Public documentation on Altrata user administration is limited, so IT needs its own record of who has access.

How Corma governs Altrata

  • One record of logins: Corma ties each Altrata account to a named employee, so an account whose owner has left stands out and can be closed.
  • Offboarding that closes access: when someone leaves, a leaver workflow in the IT workflow builder removes their Altrata access or routes the task to the account admin, with a clear audit trail.
  • Requests before logins: employees ask for Altrata through a self-service app store, and a manager or the account admin approves before a new login is created.
  • Contract and renewal: the Altrata subscription, its cost and its renewal date sit in SaaS subscription management, so you can check the number of Authorized Users against your Order Form before you renew.

Frequently asked questions

Does Altrata offer SSO or SCIM?

Altrata's public pages do not document SSO or SCIM provisioning for its platform, so check what your contract includes with your Altrata account team. Where no API is available, Corma can work through browser-based agents, which act in the web interface like an admin would.

Which products belong to Altrata?

Altrata includes BoardEx, Boardroom Insiders, RelSci, WealthEngine and Wealth-X, and its terms of use state that Altrata is part of Delinian. If several teams buy different products, Corma shows which subscriptions you pay for and who uses them.

Where is Corma data hosted?

Corma runs on AWS, with web servers and databases in data centers inside the European Union. Data is encrypted in transit and at rest, and Corma is ISO/IEC 27001:2022 certified.

Want to know who can still open your Altrata data? Book a Corma demo.

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