Industry experts working in collaboration with Altigo.
CUSTODIANS
Fifteen custodians participate with Altigo, with a few of the firms represented here. Their forms and paperwork are available within the Altigo workflow for ease of compiling and processing.
FUND ADMIN AND TRANSFER AGENTS
On behalf of mutual clients, Altigo collaborates with the following firms for fund formation, automated client onboarding, record keeping, and shareholder servicing.
CRM INTEGRATIONS
API integrations allow advisor and fund manager users to sync client data and transactions to eliminate manual entry.
DUE DILIGENCE AND RESEARCH REPORTS
Third-party due diligence, legal opinions and research reports on offerings available within Altigo are provided in coordination with the following firms.
OTHER PLATFORM COLLABORATORS
Other partners including advisor education and training, advisor membership platforms and electronic signature solutions.
