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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 reduces NIGO error rates to 5% or less.*
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Accessibility

Convenient dashboards display available offerings in one place, making it easier for reps and advisors to access and invest.
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TRANSPARENCY

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

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.

 

CURRENTLY ON THE ALTIGO PLATFORM

 

Already work with one of our sponsor partners? Click here to get free access.

Source and allocate to alternative investments with Altigo Marketplace.

The free digital processing platform for RIAs

» Access in-demand investment types from well-known sponsors.

» Scale your alts business without increasing costs.

» Enable remote work for advisors.

» Provide clients with a quick-and-easy investment process.

 

SIGN UP FOR ALTIGO     Or, 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.