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Flexible Options for Firms 

Billed monthly
Billed annually


Rep/Advisor Access



per firm; plus low monthly rep/advisor fee

Get Access Now
Get Access Now

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) 




Starting at:



includes up to 25 rep/advisor users

Schedule Call
Schedule Call

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)




Starting at:



includes up to 25 rep/advisor users

Schedule call
Schedule call

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

AltaTrust-logo-1 APXEnergy-logo AshfordSecurities-logo baseline-logo bdpholdings-logo bluerock-logo Boomerang-logo bourne-logo bvcapital-logo CAI-logo Calamar-logo Caliber-whitespace-logo cantor-logo CapitalSquare-logo Carter-logo CIM-logo clearsky-logo CNL-logo Core-logo CottonwoodCommunities-logo CoveCapital-logo Croatan-logo e2Companies-logo empirereality-logo ExchangeRight-logo fourspring-logo gladstone-logo Greenbacker-logo HamiltonPoint-logo hartman-logo Hines-logo Inland-logo iCapEquity-logo Incommercial-logo Inspired-logo InvestX-logo JBCapital-logo Kingsbarn-logo lateral-logo Legendary-logo legion-logo Leitbox-logo lex-logo lighthouselife-logo LivingstonStreetCapital-logo mackenzie-logo MDS-logo MCI MHCCapital-logo MHP-logo MillGreen-logo montage-whitespace-logo moody-logo NAIlegacy-logo NetLease-logo Nexpoint-logo parsonex-logo Passco-logo peachtree-logo PREPproperty-logo prospectcapital-logo RKProperties-logo Sealy-logo Shopoff-logo Smartstop-logo Southwestern-logo sovereign-logo starboard-logo StratCap-logo TimeEquities-logo trilogy-logo triton-logo truelife-logo TwoRoads-logo UrbanCatalyst-logo USEnergy-logo versity-logo Vint-logo Walton-logo waveland-logo WilliamWarren-logo


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