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Flexible Options for Asset Managers

Billed annually
Billed monthly


$5,000 implementation fee per fund, plus:



recurring fee

Schedule Call
Schedule Call


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

Schedule Call
Schedule Call

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





Feel free to reach out to us at sales@altigo.com.