Become a Partner
Become a partner in just a few clicks
A seamless experience,
without paperwork or unnecessary delays
Benefit from personalized support
At every stage, your Partnership Manager and Partner Services Manager will be at your side to offer personalized support tailored to your needs and those of your employees:
- Training your teams on the asset class and the Altaroc offering.
- Sales support to present our solutions to your customers
- Support throughout the relationship (use of our subscription platform, investment tracking, etc.)
An operational partner for everyday tasks
This support is based on a robust organization.
Access a comprehensive ecosystem to support you in your daily life
A digital platform, including a Investors Platform , that allows you to track your subscriptions in real time, access all marketing materials, and train your teams on the asset class.
Our marketing, legal, and compliance teams are here to help you with your procedures, secure your communications, and co-organize your customer events.
Distribute
Private Equity Altaroc
1 - Meet with your Partnership Manager to begin your onboarding process
During this initial meeting, your Partnership Manager will give you a detailed presentation of Altaroc offering Altaroc the various stages of the onboarding process. You will also meet your dedicated Partner Services Manager, who will work with your middle and back-office teams on a daily basis to ensure smooth collaboration.
This meeting will be an opportunity to express your expectations and needs, as well as those of your customers, so that we can offer you solutions that are perfectly tailored to your requirements.
A key moment for laying the foundations for a fruitful collaboration, this initial contact will also allow you to ask any questions you may have about our products and services, and to work together to define a roadmap aligned with your objectives.
2 - Complete your onboarding and sign your Altaroc agreement
Following your initial meeting, your Partnership Manager will begin your onboarding process. You will then be able to complete your KYD, upload all the required supporting documents, and sign your Altaroc agreement Altaroc ease.
Altaroc onboarding process Altaroc entirely digital and designed to be quick and efficient. Throughout this stage, your dedicated contacts will remain available to assist you and answer any questions you may have.
3 - Log in to your Partners Platform get training
Once your application has been approved and your agreement signed, you will automatically receive your login credentials to access the Partners Platform.
This platform is an essential tool for you and your team. It will allow you to effectively learn about the asset class and gain an in-depth understanding of Altaroc offerings. There, you will find dozens of educational videos available for free, as well as concise multiple-choice quizzes to assess and reinforce your knowledge.
4 - Take advantage of Altaroc support Altaroc your first sales
As an Altaroc partner, you will receive personalized support from your Partnership Manager during your initial sales efforts.
These meetings, organized in person or online, are designed to enable you to approach your customer interactions with confidence and peace of mind. Your Partnership Manager will be at your side to answer all your customers' questions and help you present the Altaroc offering Altaroc a clear and convincing manner.
Support your clients' wealth management strategy.
