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