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5 New Sponsors Choose Altigo to Automate Investments Into Their Alternative Offerings

Post on: April 10, 2020 | Ryan Gunn | 0

WF-LogoAltigo, a straight through processing platform from WealthForge, allows advisors and brokers to digitally subscribe clients to alternative investments. WealthForge is now adding offerings from five new sponsors including Legendary Capital, Nelson Partners, SmartStop, and Sovereign Partners. This is in addition to top DST sponsors Cantor Fitzgerald and Capital Square 1031 as well as several others. Broker-dealers and RIAs that work with any of WealthForge’s sponsor partners are able to access their offerings on Altigo at no cost.

“With the addition of these new sponsors, we have significantly increased the amount of product on our shelves, and the response from their distribution partner firms that we work with has been very encouraging. We are not only providing them with the products their clients want, but we’re also improving and expediting the investment process, saving them hours of work,” says Bill Robbins, CEO at WealthForge.

Altigo was first announced about a year ago, and over $100 million in transactions have been submitted through the platform. Altigo currently supports a range of alternative investment products, such as 1031 Exchange DSTs, Non-Traded REITs, Qualified Opportunity Zone Funds, and BDCs. Any product that utilizes subscription document-based order entry can benefit from Altigo’s straight through processing technology.

WealthForge has designed Altigo to not only make the alternative investment process easier, but also more flexible. Because it is a cloud-based system, Altigo can be accessed from anywhere with an internet connection. This opens up opportunities for financial services professionals to continue servicing their high-net worth clients from outside of the office, rather than needing to be present for an incoming fax or overnight mail.

“Altigo has made a great difference in streamlining the investment process. We recently had an investment opportunity for one of our investors come down to the wire, and we were able to use the Altigo platform to take the transaction from the start of the subscription to principal approval in less than an hour,” says Kim Martelli, Senior Vice President, Investor Relations at Capital Square.

Firms that wish to access alternative investment products on Altigo can visit https://www.wealthforge.com/altigo to request pricing, a demo, or more information.

About author

Ryan Gunn

Ryan leads content creation at WealthForge. He earned his bachelors from Virginia Tech and MBA from the College of William & Mary. His writings on fintech, alternative investments, and advisory best practices have been featured in Real Assets Advisor, Alternative Investments Quarterly, Equities, and other industry publications.
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