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Industry experts working in collaboration with Altigo.


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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.

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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.

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CRM INTEGRATIONS



API integrations allow advisor and fund manager users to sync client data and transactions to eliminate manual entry.

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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.

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OTHER PLATFORM COLLABORATORS



Other partners including advisor education and training, advisor membership platforms and electronic signature solutions.

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