Discover quality alternative investment opportunities with a searchable list of alternative investments from well-known sponsors.
Save hours of work with an information collection workflow that pre-fills investor info and validates date in real time.
Send a secure, pre-filled subscription package to all necessary signatories, eliminating the need for paper documents.
Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of all pending investments.
Avoid exposing PII via email by utilizing a secure signing portal with encryption, monitoring, and recovery features built-in.
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 RIA firms.
|Paper Processing||Electronic Signature
|Product Discovery||No||No||Offering showcase featuring investment opportunities from well-known sponsors.|
|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 20 minutes or less 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.|
|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.|
"I had accepted the manual process as a necessary evil to take advantage of the benefits of alternative investments. But Altigo eliminates the frustrations—both for me and my clients—when investing in alternatives. It is essential that the industry adopt this type of technology to keep up with investors' expectations.*"
- Carl E. Sera, Wealth Manager and Managing Principal
Sera Capital Management
ALTIGO CURRENTLY FEATURES THE FOLLOWING
OFFERING TYPES ACROSS 20+ 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.