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Pricing

Flexible Options for Firms 

Billed monthly
Billed annually

Standard

Rep/Advisor Access

$500

$5,000

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) 

 



MOST POPULAR

Pro

Starting at:

$1,250

$12,500

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)

 

 

Enterprise

Starting at:

$1,500

$15,000

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

Questions?

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