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Alts Electronic Business: A Discussion About Today’s Solutions

May 12, 2020

Alts Electronic Business: A Discussion About Today’s Solutions

May 8, 2020 | Ryan Gunn | WealthForge

On Tuesday, May 5th, WealthForge CEO, Bill Robbins, spoke on a panel at Blue Vault’s Bowman Alts Week virtual conference entitled “Alts Electronic Business: A Discussion about Today’s Solutions.” He was joined by Sonny Cabral of DTCC, Michael Page of Riskalyze, Gordon Sommer of iCapital, and moderator Richard Thoeny of Docupace.

Blue Vault attendees can view a webcast of the panel here.

The panel began, topically, with how the COVID-19 pandemic has changed the alternative investment industry and created an environment where digital processing is a necessity. While the change from paper processing to automation is, as Bill remarked, inevitable, the pandemic has accelerated the pace of that change. In a digital age, investor clients expect their financial resources to be available regardless of what is happening in the world around us. Trust is built on client service and responsiveness. Paper processes do not transition well to the world of remote work, so the industry has been forced to address roadblocks that have existed for years.

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Austin Gross
Blue Vault Broker Dealer Educational Summit
February 23, 2019

Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."