<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=533208126839177&amp;ev=PageView&amp;noscript=1">

Reduce errors and shorten cycle time with the AltigoTM platform.

check-3

Accuracy

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

Accessibility

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

TRANSPARENCY

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

SPEED

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


* An Intellicap report estimates that subscription automation and e-signature customers from a range of industries experience an 81.6% reduction in NIGO errors on average, with one financial services case study resulting in an 85% reduction. 

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


iPad-OE-2
  • Capital Square 1031
  • Encore Enterprises
  • 37th Parallel Properties

*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.

REQUEST A DEMO

Contact us and a member of our sales team will be in touch to answer your questions and walk you through our solutions.

CONTACT US

QUESTIONS?

Not sure if WealthForge has a solution to fit your needs? Take a look at our frequently asked questions to learn more.

VIEW FAQS