Offering Showcase
All of your offerings available to your distribution at the click of a mouse, all in one place.
Your alts program,
your way.
Invite distribution to your own branded portal to view only your offerings or meet them where they already are by adding your offerings to your partners' portal on the platform.
Eliminate paper-based subscription documents. Alts subscriptions can be completed electronically in minutes—with NIGOs under 5%.
Improve relationships with your distribution. The intuitive workflow provides your distribution partners with a lightning fast subscription process that will make it easier to do business with you.
Focus on selling, not follow up. The transaction activity dashboard provides visibility into the status of investments eliminating time wasted on phone and email back-and-forth.
Accelerated investment cycle time. Investments can be completed from start to finish in hours, not days—allowing clients to be invested in your offerings sooner.
The integrations you need. Altigo makes the entire investment process seamless with integrations with transfer agents and custodians.
If you're not on Altigo, you're missing out.
The numbers don't lie. Altigo’s advisor user base now exceeds 200 transactional broker-dealer and RIA firms, with over 200 alternative investment offerings currently “live” and accepting investments on Altigo.
Altigo supports a range of alternative investment offerings from 100+ sponsors, including non-listed REITs, qualified opportunity zone funds, non-listed preferreds, interval funds, direct private placements, DSTs, private equity funds, and non-listed BDCs.
Offering Showcase
Smart Workflow
Save your distribution partners hours of work with an information collection workflow that pre-fills investor info and validates data in real time.
Supporting Documents
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.
Transaction Activity Dashboard
Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “in flight”.
SOC 2 Type II Audited
Altigo has completed an independent SOC 2 Type II audit, demonstrating our commitment to data security, availability, and confidentiality.
Secure User Interface
When entering investor information in Altigo, data is encrypted and highly sensitive fields have a second encryption layer.
Restricted Data Access
PII is accessible only by authorized personnel at your firm, the offering sponsor and select Sr. IT staff at Altigo on an as-needed basis.
Data Monitoring and Recovery
Altigo’s firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.
Hear directly from one of our sponsor partners on Altigo.
James Brunger, Chief Sales Officer at Capital Square, shares how Altigo has helped contribute to his firm's growth.
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"I would highly recommend Altigo to others because of the ease of inputting information for reps, ease of processing through BD channels for operations, and knowing subdocs are thorough and complete once received."
Craig Cooper
Chief Operating Officer, CORE Pacific Advisors
"Cantor Fitzgerald was the first sponsor to sign up with Altigo when it launched in 2019 as we shared a common vision for using technology to make it easier for advisors to do alts business. We are thrilled with the progress that the entire industry has made by embracing Altigo as a solution that makes alts investments incredibly easy."
Jay Frank
President, Cantor Fitzgerald Asset Management
"Altigo has made it much easier for our distribution partners to do business with us. Every subscription we've received through Altigo so far has been in good order, the first time. As we scale our digital operations, we expect to see significant time and cost savings."