A growing community of 100+ sponsors, BDs and RIAs benefit from using Altigo for their alts business. Our team is hard at work adding new features on a regular basis to better serve our clients' needs—and to create the leading platform for processing alternative investment subscriptions. Here's a recap of some of the latest features that have been added to the Altigo platform in case you missed it:
Redtail CRM Integration
The API integration allows reps and advisors to pre-populate fields in Altigo’s digital investment process with investor information stored in Redtail, reducing subscription time to as little as 5 minutes.
AI Insight Integration
The integration allows broker-dealer and registered investment advisor firms to increase their operational control over their alternative investment business, reduce compliance risk, and create education opportunities for reps and advisors—all through a streamlined digital user experience.
DocuSign Knowledge-based Authentication (KBA)
DocuSign’s KBA function has been added for custodians that require the signer to prove their identity when e-signing documents.
Firm Review Workflow
Support has been added for subscriptions to be routed to a Firm Admin for review and processing before the subscriptions are routed to a dealer manager or sponsor for review/action.
Firm Docs Workflow Selector
Allows for grouping of internal BD documents for different types of investments, making it intuitive for reps to know which documents need to be included for investors to sign.
Supplemental Data Collection
Allows all data for firm, custodian or subscription docs to be captured in the Altigo workflow prior to submitting the subscription, allowing for a streamlined, single-signing process for the investor.
Ability to preview the subscription package (including firm or custodian documents) prior to submitting a subscription so the advisor or rep can view all documents and walk through a preview of the investor's signing experience before hitting "send".
Chat functionality has been added to Altigo to provide real-time support for user questions or issues.
Disclaimer: WealthForge provides this information for educational purposes only. It should not be construed or relied upon as legal or tax advice.