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CUSTODIANS

Fifteen custodians participate with Altigo, with a few of the firms represented here. Their forms and paperwork are available within the Altigo workflow for ease of compiling and processing.

 
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ForgeTrust-logo-1
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nextgen
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FUND ADMIN AND
TRANSFER AGENTS

On behalf of mutual clients, Altigo collaborates with the following firms for fund formation, automated client onboarding, record keeping, and shareholder servicing.

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CRM Integrations

API integrations allow advisor and fund manager users to sync client data and transactions to eliminate manual entry.

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DUE DILIGENCE AND RESEARCH REPORTS

Third-party due diligence, legal opinions and research reports on offerings available within Altigo are provided in coordination with the following firms.

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OTHER PLATFORM collaborators

Other partners including advisor education and training, advisor membership platforms and electronic signature solutions.

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chalice-logo
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GET IN TOUCH

Contact us and a member of our sales team will be in touch to answer your questions and walk you through our solutions.

CONTACT US

QUESTIONS?

Not sure if WealthForge has a solution to fit your needs? Take a look at our frequently asked questions to learn more.

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