Pricing
Flexible Options for Firms
Billed monthly
Billed annually
Standard
Rep/Advisor Access
$500
$5,000
per firm; plus low monthly rep/advisor fee
Unlimited access to approved offerings from all Altigo partner asset managers
Firm-branded portal |
Firm-branded DocuSign |
Electronic subscription documents |
Docusign routing to client, advisor, home office and asset manager |
Custodian forms included |
Proprietary firm document setup and integration (up to 5) |
MOST POPULAR
Pro
Starting at:
$1,250
$12,500
includes up to 25 rep/advisor users
Includes all features in Standard package, PLUS:
Unlimited home office and assistant logins |
Firm review dashboard |
Proprietary firm document setup and configurable workflows (up to 10) |
Redtail CRM integration |
AI Insight integration |
Additional sponsor and proprietary offering setup upon request (implementation fee may apply) |
Enterprise
Starting at:
$1,500
$15,000
includes up to 25 rep/advisor users
Includes all features in Pro package, PLUS:
Single Sign-on |
Supervision Assistant |
Automated blotter generation |
Books & records integration |
Commission processing integration |
CRM/client data integration |
Implementation fee may apply for custom integrations |
Altigo Partner Asset Managers













































































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