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.||Altigo 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.
"I cannot emphasize enough how much Altigo has simplified the purchase application process. If a client is investing in 4 different products, the first purchase agreement can be completed in 10 minutes instead of 30, with subsequent ones in even less time. The time saved provides more time to reach out to present and future clients."*
- Frank Piscitelli, Registered Rep
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.