WealthForge announced today that Altigo, their electronic processing platform for alternative investments, now integrates with Redtail, a customer relationship...
March 9, 2021
Altigo
March 9, 2021
January 20, 2021
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...
January 6, 2021
Altigo Year in Review
Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the pandemic, 2020 brought a substantial shift in the way business is conducted. Firms that allocate to alts had figure out a new way to get paper-based subscription documents to clients for signature, then routed from there to the…
November 11, 2020
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,
November 10, 2020
Bill Robbins: Altigo vs. Competitors
In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore how Altigo differentiates itself from competitors.
November 10, 2020
Clip: Advisors’ Biggest Complaint
In this clip, Bill Robbins and Stacy Chitty talk about the downside of manual, paper-based processes.
November 10, 2020
Clip: WealthForge’s Altigo vs. Competitors
In this clip, Bill Robbins and Stacy Chitty explore how Altigo differentiates itself from competitors.
October 13, 2020
Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products
Inland Private Capital Corporation will leverage Altigo to support its initiative to digitally process its alternative investment product offerings.
September 21, 2020
Altigo Streamlines Alts Investing
Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with Bill Robbins, CEO at WealthForge, about how their vision for the Altigo platform is to make investing in and owning alternative investments as easy as owning a mutual fund. WealthForge was founded in 2009 and combines innovative…
Don't miss alts news and educational events. Subscribe Now
Browse Learning Opportunities
THE BLUE VAULT MINUTE
Insights for advisors from advisors
Webinars
Asset managers, service providers and Blue Vault on alts topics
Podcasts
Breaking down alts one-on-one with asset managers and service providers
Videos
Short, impactful clips from webinars, podcasts and events
The alternative investments industry is
expected to grow to $17 trillion by 2025.
