Rest assured that only approved offerings are visible on the dashboard and reps are only able to access product they are authorized to sell.
Reduce your operational burden by eliminating time wasted filling out and correcting error-prone alts paperwork. Our smart workflow combines electronic subscription documents, proprietary broker-dealer paperwork, custodian forms, and e-signature capabilities to ensure speedy and accurate transaction processing the first time, every time.
De-risk your alts program directly within the platform with business rules, data validation and the ability to flag investments that don't meet home office standards.
Flexibility to build your alts program your way. We do not screen offerings or change your existing workflows.
Security of client PII. With Altigo’s secure transmission of client files, reps no longer email PDFs containing vulnerable PII.
Everyone’s on the same page. Reps transact all product the same way. Clients receive one DocuSign envelope. Home office receives alts “paperwork” from one source. Offering status is updated in real time.
Ability to manage the exceptions, rather than having valuable human capital tied up with mountains of frustrating, incorrect, incomplete paperwork.
Reputation for supporting reps with the technology they need, and a solid answer when top producers ask how you will support their alts business in the recruiting process.
“Altigo has drastically improved our representatives’ and clients’ alternative investing processing experience. The ease of use, ability to access sponsor documents in one intuitive portal, electronic signature, and straight through processing have exponentially streamlined the process, resulting in a much faster turnaround time.”
"Altigo is so good, so intuitive, so efficient that we've quintupled our production year over year in alternatives. Our reps find offerings on Altigo easier to transact than the old paper docs. Altigo has become indispensable to us and the ace up our sleeve when we’re competing with other firms out there."
"These guys have been absolutely great. They went to our conference, they talked to our reps, they did individual training—they walked us through the entire process. Change from the old-fashioned way of submitting paperwork can be difficult but the continued training, communication and support from the team truly sets Altigo and the team apart.”
"The home office is prioritizing automation to scale up our services and provide a centralized alts subscription process for our reps. The quick turnaround time exceeded our expectations, and our reps are completing transactions in minutes. Straight-through processing lowered our operational burdens since using Altigo.”
A member of our Altigo sales team will be thrilled to walk you through the platform and answer any questions.