AltsTech News
AltsTech News
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
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...
