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Reduce errors and shorten cycle time with the Altigo® platform.
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Accuracy

Investments can be completed online through a simple information collection workflow that may significantly reduce NIGO error rates.*
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Accessibility

Convenient dashboards display available offerings in one place, making it easier for advisors to access, review, and invest on behalf of clients.
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TRANSPARENCY

Sponsors and advisors can view and upload documents, make changes, and track the status of subscriptions throughout the entire process.
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SPEED

While manual subscriptions may take weeks to complete, a paperless process can be completed in minutes, saving time and reducing costs.

 

*Based on internal estimates of 5% average using Altigo and 30% average using manual processes. NIGO errors defined as mistakes in the paperwork that require correction.

 

Modernize the alternative investing experience with Altigo.

Say goodbye to costly manual processes

Standard paper subscription processing is time-consuming and error-prone. The future of investment processing is subscription automation technology:

» A searchable showcase of alternative investments.

» User-friendly online workflow to enter investor information.

» Pre-filled subscription documents with optional e-signature.

» Strict confidentiality and security of client PII.

 

 

 LEARN MORE
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*Testimonials reflect these clients' historical experiences with WealthForge's technology and regulatory compliance services and may not be representative of the experiences of all clients or with other services.
Testimonials are not a guarantee of future performance or success.

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WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.