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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 brokers and advisors to access and invest.
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TRANSPARENCY

Brokers 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.

 

SPONSOR PARTNERS CURRENTLY ON THE ALTIGO PLATFORM INCLUDE

 

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

Say goodbye to costly manual processes.

Standard paper-based subscriptions are frustrating

Altigo straight through processing technology helps you:

» Attract and retain high net worth investor clients.

» Increase your sales team's productivity.

» Reduce operational expenses.

» Provide remote work opportunities for reps and advisors.

 

 

LEARN MORE
Or, get our E-guide


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

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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.