The manual process used for most alternative investments is time-consuming, error-prone, and expensive. Altigo is here to provide a better way.
Altigo utilizes straight through processing technology, similar to what is used to process investments into stocks, bonds, and mutual funds, to automate the alternative investment process, saving broker, advisors and sponsors time and money.
Altigo takes the
guesswork out of filling out a subscription document by only presenting relevant fields, verifying information as the broker or advisor enters, and automatically mapping that information to a pre-filled subscription document. Learn more.
In addition to subscription agreements, frequently used firm documents,
such as suitability questionnaires, can easily be mapped and attached to the subscription package for a single-signing experience, simplifying the process for investors and advisors.
Altigo’s electronic signature support allows subscription documents to be sent securely via email, where all necessary signatories can then review, fill out, and provide a valid digital signature without the need to print or receive a paper document through mail or fax. Learn more.
Altigo aggregates status information from all outstanding e-signature and manual signature documents into a filterable list of investments in progress. A total dollar amount is visible for each stage, letting users see dollars moving through the process in real time.
Altigo includes a searchable showcase of available offerings, allowing brokers and advisors to source, diligence, and quickly subscribe to previously difficult to access alternative investments. Financial professionals can view offerings across multiple sponsors and various offering types.
spent on mail when using e-signature
The premium version of Altigo, designed to meet the needs of financial professionals, is available directly to broker-dealers and RIAs, serving as a hub for your alternative investment activity across sponsors. If you do business with one of our participating sponsor partners, a basic version of Altigo, with access only to that sponsor’s product, is available to you at no cost.
|KEY FEATURES||Basic (Free)||Premium|
|Information Collection Workflow
Reduce NIGO error rates with business rules and verification checks.
|Transaction Activity Dashboard
View alternative investments in process by stage.
Keep a record of your alternative investments including a certificate of completion of electronic signature.
Keep client PII confidential and secure.
|Multiple Sponsor Offering Showcase
Sort and filter through a list of firm-approved alternative investments across multiple sponsors and offering types.
Provide a single signing experience that includes firm, custodian, and sponsor-required documents such as suitability questionnaires.
Reinforce your brand with your firm's logo.
"After I put my first investment through Altigo, it made it very hard to see myself going back to the old way. This new process is much quicker while leaving less room for error, and my clients love the experience*"
- David Kangas, Vice President
Cornerstone Real Estate Investment Services
ALTIGO CURRENTLY FEATURES THE FOLLOWING
OFFERING TYPES ACROSS MULTIPLE SPONSORS:
1031 Exchange DSTs
Qualified Opportunity Zone Funds
Business Development Companies (BDCs)
*Testimonials reflect this clients' historical experiences with WealthForge's 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.
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