The partner portal for joined-up client advice
Add your clients, spot the moments that matter, and hand off to a regulated Equity & General adviser — while you stay in full view of every introduction.
Track every introduction from trigger to advice
Import your client list in seconds
Push straight to Plannr or Intelliflo
Altro is a partnership programme by Equity & General Financial Services Ltd, authorised and regulated by the FCA (No. 474163). Privacy notice.
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Your account and client data are stored securely in the cloud, visible only to your firm.
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Partner access is by invitation. Enter the access code from your Altro partnership manager.
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