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Fintech Advisors Straight Through Processing

How Advisors can Reduce NIGO Errors and Avoid Rework with Altigo

Any advisor who has gone through the process of allocating client assets to an alternative investment knows that NIGO errors can ...
Ryan Gunn August 9, 2019 0

Alternatives Fintech Advisors Straight Through Processing

High Net Worth Investors Want Alternative Investments, Technology, and Improved Customer Experience

High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment ...
Ryan Gunn June 19, 2019 0

Alternatives Fintech Advisors Straight Through Processing

Grow Your Advisory Firm Using Technology, Alternatives, and Economies of Scale

When trying to increase their profitability, an advisor can grow their firm’s assets under management (AUM), grow ...
Ryan Gunn May 31, 2019 0

Press Fintech Straight Through Processing

WealthForge Aims to Revolutionize the Alternative Investment Industry with New Straight Through Processing Platform

  Richmond, VA – WealthForge has announced the release of Altigo, a new straight through processing technology platform for ...
Ryan Gunn May 2, 2019 0

Alternatives Fintech Straight Through Processing

[PODCAST] Alternatives and the Need to Automate the Investing Process

On March 20th, 2019, WealthForge CEO, Bill Robbins, joined Mike Consol, editor of Real Assets Adviser magazine, to discuss the ...
Ryan Gunn April 3, 2019 0

Alternatives Advisors Straight Through Processing

The Long Road to Straight Through Processing for Alternatives

On February 21, 2019, WealthForge CEO, Bill Robbins, joined a group of leaders in the alternative investment space to discuss ...
Ryan Gunn March 12, 2019 0

Fintech Cybersecurity Straight Through Processing

How Alternatives Can Benefit from Straight Through Processing

Straight Through Processing is a concept that may be familiar to anyone who has invested in public securities. Unlike many ...
Ryan Gunn January 6, 2019 0

Cybersecurity Straight Through Processing

How Manual Investment Processes Expose You to Risk

According to SEC Form D data, $1.7 trillion was invested into private offerings under Regulation D in 2017. Nearly all of those ...
Ryan Gunn October 26, 2018 0

Fintech Straight Through Processing

2 Technology Tools Securities Attorneys Can Recommend to Issuer Clients

Last month, WealthForge hosted a round table in Richmond, VA with local business and securities attorneys to discuss the emerging ...
Chris Rohde September 11, 2018 0
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