AltsTech News
AltsTech News
The top 5 challenges of investor onboarding and the need for digitization
Investor onboarding in today’s environment is crucial; organizations are choosing to digitize their investor onboarding experience to create a solid…
Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and…
Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Inland Real Estate Investment Corporation (“Inland Investments”) has selected…
Altigo Rolls Out Product Focus Group Effort to Optimize Platform for Users
WealthForge announced today that Altigo, their electronic order entry and subscription processing platform for alternative investments, is rolling out a series of…
Alternative Investment Exchange (AIX) Enhances Digital Alt Investing Platform with Support for On-Going Account Maintenance
PHILADELPHIA (March 10, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has added…
Altigo Signs Tenth Broker-Dealer Partnership
Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit double digits in its expansion of broker-dealer…
Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing
WealthForge announced today that Altigo, their electronic processing platform for alternative investments, now integrates with Redtail, a customer relationship…
Alternative Investment Exchange (AIX) and Kalos Financial Partner to Streamline Processes and Advance Alt Investing
PHILADELPHIA AND ALPHARETTA, GA (March 1, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell…
Hamilton Lane Selects UMB Fund Services as Administrator of Firm’s First U.S. Registered Closed-End Fund
MILWAUKEE (Feb. 9, 2021) – UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been retained…
Carter Multifamily Joins the Alternative Investment Exchange (AIX) Platform
Philadelphia, PA, February 3, 2021 – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded…
Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security
WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent…
Brian Jones of Envision Financial Systems wins 2020 Nicsa NOVA Strategic Leadership Award
(Costa Mesa, Calif., Dec. 17, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, is proud to announce…
Envision’s Lani Oneil Appointed to Nicsa Alternative Investments Committee
(Costa Mesa, Calif., Dec. 18, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, announced the…
ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found
An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,” looks at several functional areas…
Bow River Capital Selects UMB Fund Services as Administrator of Firm’s First Registered Closed End Interval Fund
MILWAUKEE (Jan. 7, 2021) – UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce…
Altigo Year in Review
Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the...
How FAs win by going all in with automation: A Blue Vault Webinar Recap
“Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not offering a robust digital experience—for advisors and investors—they’re going to…
Alternative Investment Exchange (AIX) Hires Michelle Browning as Director of Sales
Alternative Investment Exchange (AIX) Hires Michelle Browning as Director of Sales Fast growing...
Altigo Automates Custodian Documents for Alternative Investments
WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms. Users of Altigo will be able to select from custodians including Pershing,
Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products
WealthForge announced today that they have signed an agreement with Inland Real Estate Investment Corporation (“Inland Investments”), one of the nation’s largest sponsors of alternative public and private real estate securities
