Rest assured that only approved offerings are visible on the dashboard and reps are only able to access product they are authorized to sell.
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.
Save hours of work with an information collection workflow that pre-fills investor info and validates data in real time.
Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “in flight”.
Access a variety of products from many well-known sponsors, all pre-approved based on selling agreements, all in one place.
spent on mail when using e-signature
Many wealth management firms are looking into technology solutions that digitize paper-based processes. Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for broker-dealers.
|Paper Processing||Electronic Signature
|Product Discovery||No||No||Offering showcase of all firm-approved live offerings, configurable on a rep-by-rep basis.|
|Easy Subscription Order Entry||Complicated paper documents that take hours to complete and result in NIGO rates of 40-60%.||Form-fillable PDFs ensure signatures aren't missed, but only mitigate a small percentage of NIGO errors.||Intelligent interview process can be completed in 15 minutes with NIGOs < 5%.|
|Saved Investor Information||No||No||Investor information can be imported into a new subscription from a previous investment or CRM system.|
|Document Mapping||No||Complex subscription documents must be mapped manually by your firm.||WealthForge maps all subscription documents as well as broker-dealer home office required documents.|
|Automated Document & Data Routing||No||Only during signing process.||Altigo can integrate with existing review processes, and custodian, transfer agent, and sponsor systems.|
|Cybersecurity||No||Only during signing process.||Encrypted and secure throughout the process.|
Altigo has completed an independent SOC 2 Type II audit, demonstrating our commitment to data security, availability, and confidentiality.
When entering investor information in Altigo, data is encrypted and highly sensitive fields have a second encryption layer.
PII is accessible only by authorized personnel at your firm, the offering sponsor and select Sr. IT staff at WealthForge on an as-needed basis.
Altigo’s firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.
Web app vulnerability analysis, 3rd party application penetration tests, incident response and disaster recovery plans are in place.
ALTIGO CURRENTLY FEATURES THE FOLLOWING
OFFERING TYPES ACROSS 100+ 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.