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Alta Trust Company and Altigo Team Up to Bring Electronic Alts Processing to Advisors

Post on: February 22, 2022 | Heather Acey | 0

altigo-altatrust-1Alta Trust Company and Altigo are proud to announce their collaboration to deliver high quality private offerings through Alta Trust using Altigo’s streamlined electronic subscription processing platform.

Alternative investments continue to be one of the highest demand areas for registered investment advisers (RIAs). But, the processing systems available for RIAs to bring on an investor to their fund are often slow, disjointed and challenging to navigate.

"For years, Alta Trust has been focused on developing a streamlined process to guide advisers through the fund formation process so they can offer alternative investments to their clients,” said Adam Ponder, CEO of Alta Trust Company. “But we continued to seek improvements on making the subscription process easier for both RIAs and their clients. Altigo’s platform is the final piece of the puzzle, and the subscription process has become a highlight of our offering.”

With the alternative investment space growing quickly, advisers need to be equipped with the right partners and technology to meet the demand from high-net-worth investors. The collaboration between Altigo and Alta Trust brings both trusted partners and reliable technology to the table for RIAs.

“Our vision is to make alternative investments as easy to own as a mutual fund. Working with Alta Trust to bring our Altigo subscription automation technology along with their fund formation and fund administration services is a valuable benefit to our mutual advisor clients,” said Mat Dellorso, Co-Founder at WealthForge.

Now, when Alta Trust works with an adviser to create a fund, investors will benefit from Altigo’s simple, secure, electronic subscription process. Advisers can view the transaction activity dashboard in Altigo to manage the subscription process, showcase investment opportunities, and see the dollars move in real time.

WealthForge provides technology solutions developed by experienced regulatory professionals to streamline investments into alternative securities. Altigo, the company’s electronic order entry and subscription processing platform, was built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between reps, advisors, asset managers, custodians and transfer agents. With over a decade of experience processing alternative investments and developing technology solutions, WealthForge has built a reputation as an innovator in the market.

Learn more at wealthforge.com/altigo-for-rias

Alta Trust Company is a South Dakota chartered trust company with over a decade of success in the industry. They provide innovative, turn-key solutions for establishing private funds. The company also offers collective investment trusts (CITs) and personal trust services.

Learn more at TrustAlta.com.

About author

Heather Acey

Heather leads brand development and marketing efforts with more than 15 years of experience in design and marketing for financial services firms. Previously, she worked in US Card Acquisition at Capital One and credit card loyalty at Affinion Loyalty Group. She holds a bachelor's degree in both Marketing and Psychology from Virginia Commonwealth University.
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