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Redtail Technology > News > Integrations > New integration with Altigo!

New integration with Altigo!

Category: Integrations
integration updates

Alternative investments in good order with Altigo. Investment processing technology for financial professionals developed by regulatory compliance experts.

Altigo logo

ABOUT Altigo “Altigo is an electronic order entry and subscription processing platform for alternative investments built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between reps, advisors, product sponsors, custodians and transfer agents.

With Altigo, a growing community of BD and RIA firms benefit from:

· Diverse product offerings including 1031 Exchange DSTs, Non-Listed REITs, QOZFs, Private Equity and BDCs

· NIGO error rates less than 5%

· Investment cycle time of 2 days on average versus 3+ weeks

· High security standards with SOC 2 Type II audit

WHAT ARE THE INTEGRATION POINTS BETWEEN ALTIGO AND REDTAIL CRM? The integration provides Altigo users the ability to pull desired contacts over from Redtail CRM into their Altigo account.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.