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

April 13, 2020

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

April 10, 2020 | Ryan Gunn | WealthForge

Altigo, 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.

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Gordon Dunne
September 30, 2019

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”