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Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts

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

alitgo-cnb-blogAltigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the process of buying alternatives for wealth advisors.

CNB forms are directly available within the Altigo workflow allowing advisors to complete all paperwork associated with an alternative investment in one complete electronic subscription package. CNB will also use the platform to access and review the paperwork, providing a status back to Altigo that can be viewed by advisor users on the transaction activity dashboard.

“As alternative investments continue to gain popularity, simplified processes for both advisors and investors are uncovering the need for industry participants to work together,” said Mat Dellorso, Co-Founder at WealthForge. “Forward thinking custodians like CNB Custody have recognized the value of using technology to make investing in alts faster and easier for everyone involved, allowing the market to continue to grow.”

“CNB Custody puts a strong emphasis on customer service and making processes as easy as possible for financial representatives and their clients,” said Michelle Thomas, Vice President at CNB Custody. “Having our forms available on the Altigo platform and being part of their workflow process is another way we can provide excellent service and make purchasing an alternative investment through CNB as simple and quick as possible.”

CNB Custody is among 15 other well-known custodians available on the Altigo platform.


With more than 35 years of experience in custody of alternative investments, CNB Custody has built a reputation for providing exceptional service, record-keeping accuracy and competitive fees. CNB is an award-winning national bank with over $3.5 billion in assets under custody and is regulated by the OCC. A member of the Retirement Industry Trust Association, CNB can assist you with Roth, Traditional, and SEP IRAs along with non-qualified account custody.


WealthForge provides technology solutions developed by experienced regulatory professionals to streamline investments into alternative securities. Altigo, the company’s electronic processing platform, was built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between reps, advisors, product sponsors, 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 market. To learn more, visit www.wealthforge.com.

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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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