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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.
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Additional forms are requested in the journey allowing advisors to provide necessary documentation and keep it all in one place.
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Each agreement submitted in Altigo can be tracked. Advisors can follow the status of investments on the transaction activity page.
Product Description
About this Product
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
About Altigo
Altigo is the leading open network alts subscription technology used by a community of 300+ sponsors, broker-dealers, and RIA firms. The platform enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents.
Altigo allows client interactions to remain focused on financial goals and not tedious, error-prone paperwork. Our smart workflow combines electronic subscription documents, proprietary paperwork, custodian forms, and e-signature capabilities to ensure speedy and accurate transaction processing the first time, every time.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.