michael.pendergrass
Acronym
Altigo
Product ID
Altigo
Description

Straight through processing technology for alternative investments.

Images
Image
altigo_1
Details
  • Advisors select an investment and are then able to automatically populate client data from Redtail CRM directly into Altigo. Investor information will then be available for future investments saving time on data entry.
Image
altigo_2
Details
  • Additional forms are requested in the journey allowing advisors to provide necessary documentation and keep it all in one place.
     
Image
altigo_3
Details
  • Each agreement submitted in Altigo can be tracked. Advisors can follow the status of investments on the transaction activity page.
Features

Straight through processing technology for alternative investments:

  • Access alternative investment offerings from 100+ asset managers
  • Use digital technology to eliminate repetitive manual data entry
  • Impress clients with a smoother, speedier investment experience 
Vendors
Altigo
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.