Altigo Pricing 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)

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

Pricing

Flexible Options for Firms

Standard

$500

$5,000

MOST POPULAR

Pro

$1,250

$12,500

Enterprise

$1,500

$15,000

Altigo Partner Asset Managers

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