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Electronic subscription processing for alternative investments with Altigo.



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Alternative investment transactions continue to be lengthy, manual, and paper-laden, leading to NIGO errors, security risks, and operational inefficiencies that drive up costs and discourage wealth managers and investors from considering alternative investments.

Altigo is a electronic subscription processing platform from WealthForge designed to improve the alternative investment experience for broker-dealers, registered investment advisors, asset managers, and their investors.

With Altigo, all stakeholders benefit from an easier process:

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REGISTERED REPRESENTATIVE

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Rep 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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registered representative

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Rep signs subscription electronically


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BROKER-DEALER

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Principal 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/REGISTERED REPRESENTATIVE

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Sponsor and rep can track the progress of the subscription


ALTIGO FEATURES

 

 

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Firm
Permissions


Rest assured that only approved offerings are visible on the dashboard and reps are only able to access product they are authorized to sell.

 

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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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Intelligent Interview


Save hours of work with an information collection workflow that pre-fills investor info and validates data in real time.

 

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Transaction Activity Dashboard


Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “in flight”.


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Offering
Showcase

Access a variety of products from many well-known sponsors, all pre-approved based on selling agreements, all in one place.



SCHEDULE DEMO

CURRENTLY ON THE ALTIGO PLATFORM


5%

or less NIGO error rate, reducing rework*

 


20

minutes or less to complete a subscription

 


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.

altigo VS DIY solutions

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  
 Altigo
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.

WITH ALTIGO, DATA SECURITY IS A TOP PRIORITY

 

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SOC 2 Type II Audited



Altigo has completed an independent SOC 2 Type II audit, demonstrating our commitment to data security, availability, and confidentiality.

 

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Secure User Interface



When entering investor information in Altigo, data is encrypted and highly sensitive fields have a second encryption layer.

 

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Restricted Data Access


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.

 

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Data Monitoring and Recovery


Altigo’s firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.

 

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Testing and Incident Response


Web app vulnerability analysis, 3rd party application penetration tests, incident response and disaster recovery plans are in place.

 

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"Electronic processing for alternative investments is more important now than ever. As the digital transformation of our industry accelerates, Altigo will set the standard for what solutions can accomplish."*

- Charles Reiling, President and CEO
Coastal Equities

ALTIGO CURRENTLY FEATURES THE FOLLOWING
OFFERING TYPES ACROSS 50+ 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)

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And more!

 

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

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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.