Altigo Pricing for Asset Managers

Billed annually

Billed monthly

$5,000 implementation fee per fund, plus:

$5,000

recurring fee

Offering document mapping, inclusive of all share classes and updates

Additional required documents capture (trust agreements, accreditation evidence, etc)

Unlimited electronic subscription (via Docusign) and manual subscription capabilities

Intermediary portal for RIA/BD reps and advisors to use

Reusable client profile and investor data for repeat subscriptions

Accept/reject subscription document email

Dedicated business hours, Altigo support staff, and live chat

Minimum of 2 funds per year. $2,000 implementation fee for each additional fund, plus:

recurring fee

Includes all features in Standard package, PLUS:

Whitelabeled portal for fund manager review

Transaction activity dashboard

CSV with data export

Automated document routing to fund admin/transfer agent

Managing broker-dealer routing and review

Document storage/retention for 2 years

Offering feature email sent to Altigo BD/RIA users