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.
On behalf of mutual clients, Altigo collaborates with the following firms for fund formation, automated client onboarding, record keeping, and shareholder servicing.
API integrations allow advisor and fund manager users to sync client data and transactions to eliminate manual entry.
Third-party due diligence, legal opinions and research reports on offerings available within Altigo are provided in coordination with the following firms.
Other partners including advisor education and training, advisor membership platforms and electronic signature solutions.