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Enterprise Solutions for Broker-Dealers.

Automate your most tedious and manual compliance-related tasks.

Free yourself from endless alts paperwork.

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.

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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.

 

Hear directly from one of our broker-dealer partners on Altigo.

Drew Jackson, President and CEO at Concorde Investment Services, shares how Altigo has helped streamline his business on a panel discussion hosted by BlueVault.

Book a Demo


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"I cannot emphasize enough how much Altigo has simplified the purchase application process. If a client is investing in 4 different products, the first purchase agreement can be completed in 10 minutes instead of 30, with subsequent ones in even less time. The time saved provides more time to reach out to present and future clients."
Frank Piscitelli
Registered Rep, Archer Investors
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"The speed and ease of completing paperwork with Altigo greatly improves the alternative investment process, especially with multiple investments. The ability to copy previously entered investor data in a new subscription has allowed me to diversify client assets into multiple offerings without spending hours manually inputting the same information."
Rick Martinez
Registered Rep, Great Point Capital
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"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.”
Rick Carlesco
CEO, IBN Financial Services


Altigo features

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Firm Permissions

Rest assured that only approved offerings are visible on the dashboard and reps are only able to access product they are authorized to sell.

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Supporting Documents

Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.

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Smart Workflow

Save hours of work with an information collection workflow that pre-fills investor info, makes calculations and validates data in real time.

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Transaction Activity Dashboard

Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “in flight”.

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SOC 2 Type II Audited

Altigo has completed an independent SOC 2 Type II audit, demonstrating our commitment to data security, availability, and confidentiality.

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Secure User Interface

When entering investor information in Altigo, data is encrypted and highly sensitive fields have a second encryption layer.

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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.

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Data Monitoring and Recovery

Altigo’s firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.

JOIN YOUR PEERS ON ALTIGO

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Request a demo

A member of our Altigo sales team will be thrilled to walk you through the platform and answer any questions.