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IPA Vision 2019 Sees Straight Through Processing as the Future of Alternative Investments

Post on: October 01, 2019 | Bill Robbins | 0

IPA Vision - Kevin Panel


The future of alternatives is now was the theme of this year's IPA Vision conference in Toronto. One topic in particular, straight through processing for retail alternative investments, seemed to be on the minds of many participants and was carried through the general sessions, breakout sessions, and networking opportunities.

WealthForge was honored to be given the opportunity to share our vision of a world where retail alternatives are as easy to invest in as a mutual fund. As one of the inaugural sponsors of the Tech Lab, we featured live demonstrations of Altigo, our straight through processing technology platform.

Additionally, Kevin Zwick, WealthForge Head of Sales, joined Angie Fisher from CIM Group, and Mike Huisman from Envision Financial Systems in a panel discussion on "Assessing Risk and Charting the Smart Path Forward with Current Technology" which highlighted the opportunities for sponsors, broker-dealers and registered investment advisors, and their service providers to benefit from straight through processing automation.

Beyond WealthForge’s programming, it was exciting to hear participants in other panel discussions share their experiences with Altigo and other fintech platforms. Louis Rogers, Founder and CEO of Capital Square 1031, for example, shared how the Altigo is transforming the DST marketing in his panel discussion "An Exchange of 1031 Ideas with Industry Leaders".

We look forward to sharing our vision for the future of retail alternatives at the ADISA 2019 Annual Conference later this month. If you would like to participate in the industry conversation, please join us at our panel discussion on "The Evolution of Broker-Dealers" which will be held at 3:10 on Monday, October 14.


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About author

Bill Robbins

Bill brings more than 25 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge. Prior to joining WealthForge in 2015, he served as President of BB&T Securities Services leading teams that supported the firm's brokerage platform and operations. He earned both an MBA and bachelor's degree from the University of Richmond.
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