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Solutions for Financial Advisors.

Attract and retain clients—and differentiate your firm from the competition.

Build your alts program your way

We do not screen or curate offerings, leaving you in the driver's seat to determine what's best for your client.

Invest in offerings from 100+ well-known alternative investment sponsors or add your own offerings to Altigo. Our platform helps you digitize your investments, removing the paperwork hassle and providing a simple, electronic signing experience for clients.

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Never enter client data twice

Save valuable time in your day. Pull in client data directly from your CRM or save data after entering once—allowing you to allocate a client to multiple funds in minutes.

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Error-proof all your alts paperwork

Simplify your back-office with a digitized investment experience that includes data verification and business rules to reduce NIGO rework.

Save valuable time with an investment workflow that only shows only the fields you need and does all the calculations for you. Plus, you'll be able to attach all required documents such as suitability questionnaires in one complete subscription package.

 

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TRUSTED BY YOUR PEERS

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RIA Firms

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"I have been seeking a solution like Altigo that allows me to conduct my alts business across all the fund managers and sponsors I work with, all in one place. I can sort and filter by sponsor, offering type and more, making finding exactly what I need fast and easy."
James Syrewicz
Investment Advisor Rep, Provident Wealth Advisors
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"After years of having to cobble together alternatives from various sources, I finally have an aggregated platform through which I can conduct all of my firm’s alternative investment business. Altigo is fast, intuitive, and exactly the platform I was looking for.
Glenn Fischer
Chief Investment Officer, Fischer Wealth Advisors
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"There are tech solutions out there for financial planning, portfolio management, CRM, and now for sourcing and allocating to alternative investments. If you’re an RIA looking to make your firm’s alts business as easy operationally as all your other business, I strongly recommend Altigo."
David Clark
President, Clark Wealth Strategies


Altigo features

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Offering Showcase

Access 200+ quality alternative investment opportunities with a searchable list of alts from 100+ well-known sponsors.

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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, completes 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 subscriptions “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.

 

Altigo supports your own funds and features 200+ offerings.

Mat Dellorso, Co-founder at Altigo, describes how advisors can put proprietary funds on Altigo for investment or choose from a wide variety of investment types for clients in a panel discussion with Hillson Consulting and AltaTrust.

 

Your clients want alternative investments. Don't get left behind.

High net worth investors are demanding alternative investments. Altigo features a wide variety of product types from top asset managers in the industry.

 

Request a demo

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