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Straight through processing for alternative investments with Altigo.



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ABOUT ALTIGO

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 is an end-to-end subscription automation technology solution:

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Financial Professional

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Advisor or broker selects offering, enters subscription details on behalf of clients.

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INVESTOR

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Client/Investor reviews and signs subscription electronically.

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FINANCIAL PROFESSIONAL

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Advisor or broker signs subscription electronically.


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BROKER-DEALER/RIA

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Supervisor approves subscription and submits to sponsor.


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SPONSOR

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Sponsor submits subscription electronically to transfer agent.

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SPONSOR/FINANCIAL PROFESSIONAL

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Sponsor and advisor or broker can track the progress of the subscription.

 

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Intelligent Interview



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.

 

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Firm Documents



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.


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Electronic Signature


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.

 

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Transaction Activity Dashboard


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.
Learn more.


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Offering Showcase


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.



REQUEST A DEMO

SPONSOR PARTNERS CURRENTLY ON THE ALTIGO PLATFORM INCLUDE

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sp-logo

 

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


5%

or less NIGO error rate, reducing rework*

 


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package containing all documents for signature

 


2

days on average to fully complete investment

 


$0

spent on mail when using e-signature

 

*Based on internal estimates. Average days to complete investment based upon DST investments. NIGO errors defined as mistakes in the paperwork that require correction.

TWO WAYS TO GET STARTED

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.
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Transaction Activity Dashboard
View alternative investments in process by stage.
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E-Signature
Keep a record of your alternative investments including a certificate of completion of electronic signature.
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Data Security
Keep client PII confidential and secure.
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Multiple Sponsor Offering Showcase
Sort and filter through a list of firm-approved alternative investments across multiple sponsors and offering types.
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Supporting Documents
Provide a single signing experience that includes firm, custodian, and sponsor-required documents such as suitability questionnaires.
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Firm Branding
Reinforce your brand with your firm's logo.
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"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:

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1031 Exchange DSTs

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Non-traded REITs

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Qualified Opportunity Zone Funds

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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.

 

For a pricing, a demo, or more information
please complete the form below.