Service Provider News & Perspectives

January 24, 2023

Altigo 2022 Year in Review

Altigo 2022 Year in Review January 24, 2023 | Altigo With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology—and choosing Altigo to streamline their alts business. In 2022, Altigo reached new milestones in adoption and volume, reflecting a snowballing network effect that continues to take hold…

January 23, 2023

Marketing Intent: Participating And Planning

Marketing Intent: Participating And Planning January 20, 2023 | Marketing Intent HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE? PRETTY DARN GREAT. [the_ad id="243470"] Planning the Summit Conference That’s how Cherie felt when Stacy Chitty from Blue Vault, asked her to participate in the…

December 29, 2022

3 Ways To Improve Your Website

3 Ways To Improve Your Website December 29, 2022 | Marketing Intent Does your website provide a compelling journey for financial advisors, or is it a confusing maze of information? If you haven’t positioned your website as the start of your client journey, you’re missing out on a key engagement tool. BELOW WE’LL DISCUSS THREE…

December 11, 2022

Maximize Your LinkedIn Potential

Maximize Your LinkedIn Potential December 12, 2022 | Marketing Intent What’s one of the first things people do when they meet you or see one of your posts on LinkedIn? They check out your LinkedIn profile. PLAN TO USE LINKEDIN TO ITS MAXIMUM POTENTIAL TO SHOW YOUR CREDIBILITY AND GAIN TRUST WITH PROSPECTS AND CLIENTS. …

December 8, 2022

Phoenix American Onboards Fund Sponsor Parking Vault for Fund Administration

Phoenix American Onboards New Automated Parking System Fund Sponsor Parking Vault for Fund Administration December 8, 2022 | Phoenix American Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory Trust (DST) fund sponsor Parking Vault for fund administration. Phoenix American will support Parking Vault with its industry-leading investor relations…

December 7, 2022

Newbridge Selects Altigo for Enterprise Alts Solution

Newbridge Selects Altigo for Enterprise Alts Solution December 7, 2022 | Altigo Newbridge Securities Corporation (“Newbridge”), a full-service brokerage and investment banking firm based in Boca Raton, Fla., has selected Altigo as its one-stop technology solution that all its affiliated registered representatives and advisors will use when allocating to alternatives (“Alts“). In choosing Altigo’s straight-through…

December 7, 2022

Donovan Ventures Selects Alternative Investment Exchange (AIX)

Donovan Ventures Selects Alternative Investment Exchange (AIX) to Power its Oil & Gas Private Equity Investment Offering December 1, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Donovan Ventures (“Donovan”) to its technology and retail advisor platform. Donovan selected AIX…

December 2, 2022

Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.

Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc...

November 30, 2022

Vestech Selects Altigo to Power its Alts Program

Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its one-stop technology solution to streamline and de-risk its alternative investment program. The partnership comes amid a concerted effort by the broker-dealer to significantly expand its rep base,…