Investments can be completed online through a simple information collection workflow that reduces NIGO error rates to 5% or less.*
Convenient dashboards display available offerings in one place, making it easier for reps and advisors to access and invest.
Reps and advisors can view and upload documents, make changes, and track the status of subscriptions throughout the entire process.
Altigo reduces subscription order entry to as little as 20 minutes, and total investment cycle time to 2 days on average.
*Based on internal estimates. NIGO errors defined as mistakes in the paperwork that require correction.
Altigo is an electronic subscription processing platform
built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between reps, advisors, asset managers, custodians and transfer agents.
Focus on your business, not on paperwork.
Using Altigo to process alts is making life easier for an increasing number of happy users. Here's what a few of them have to say about their experience—
*Testimonials reflect these clients' historical experiences with Altigo technology 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.
JOIN A GROWING COMMUNITY OF FINANCIAL PROFESSIONALS ON ALTIGO
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.