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 trade processing platform from WealthForge designed to improve the alternative investment experience for broker-dealers, registered investment advisors, asset managers, and their investors.
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.|
"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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