AltsTech News
AltsTech News
Altigo Year in Review
Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the...
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
AIX Is Transforming the Alternative Investment Process by Changing the Game
AIX Is Transforming the Alternative Investment Process by Changing the Game October 12, 2020 |...
How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?
On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are eligible to invest in certain restricted alternative investments such as private real estate funds and other investments
Blue Creek selects SS&C platform to automate investment processes
Blue Creek selects SS&C platform to automate investment processes September 21, 2020 | Rebecca...
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc....
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs September 18,...
AIX and Great Lakes Fund Solutions Announce Integration
AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless,...
Pandemic offers lessons, encouragement in adapting to a new normal
Since March, I’ve been able to step back and analyze where we — and other companies — have the opportunity to make...
Altigo Streamlines Alts Investing
Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault...
Phoenix American and Alternative Investment Exchange (AIX) Announce Their Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX),...
Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments
Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative...
The New Approach to Inflation
Federal Reserve Chair Jerome Powell is not the only American who had his vacation canceled this summer. The central...
Advisors are Failing Their Best Investors When it Comes to Alternative Investments
Advisors are Failing Their Best Investors When it Comes to Alternative Investments August 20, 2020...
There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments
There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments August...
Why Your Nonprofit Would Benefit from an Endowment
As universities and schools start to finalize back-to-school plans, many are leaning on their endowments during the current...
Phoenix American Releases White Paper on the Ongoing Impacts of the COVID-19 Pandemic Crisis on Multifamily Real Estate and 2020 Outlook for the Sector
Phoenix American Releases White Paper on the Ongoing Impacts of the COVID-19 Pandemic Crisis on...
Phoenix American Financial Services Announces New Client Valeo Groupe
Phoenix American Financial Services Announces New Client Valeo Groupe August 13, 2020 SAN RAFAEL,...
