Service Provider News & Perspectives

February 10, 2021

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...

February 3, 2021

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...

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 13, 2021

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...

January 13, 2021

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...

January 11, 2021

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...

January 7, 2021

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...

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 26, 2020

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...