Service Provider News & Perspectives

August 17, 2020

Phoenix American Financial Services Announces New Client Valeo Groupe

Phoenix American Financial Services Announces New Client Valeo Groupe August 13, 2020 SAN RAFAEL, CA – Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management…

August 12, 2020

WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs

WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs June 26, 2020 SAN DIEGO, June 26, 2020 /PRNewswire-PRWeb/ -- Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is excited to announce their new partnership with WealthForge. Focused on what matters, Chalice Network…

July 13, 2020

Altigo’s Success Continues with 4 New Broker-Dealer Partnerships

Altigo, an electronic trade processing platform from WealthForge, has expanded its user-base with 4 new broker-dealer partnerships...

July 6, 2020

Alternative Investment Industry Leader AIX Launches with Independent Financial Partners (IFP) as Independent Broker-Dealer Client

Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives...

June 30, 2020

Envision Financial Systems named 2020 WealthManagement.com Industry Awards Finalist…

Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, was named a finalist...

June 25, 2020

Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts

Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts June 25, 2020 WealthForge announced today the release of Altigo Marketplace, which reinvents the way registered investment advisors conduct the discovery of and allocation to alternative investments by modernizing the industry’s outdated, cumbersome paper-based processes. The RIA Marketplace is an expansion of Altigo’s…

June 19, 2020

iCapital Network acquires Wells Fargo alternative investments feeder fund platform

iCapital Network acquires Wells Fargo alternative investments feeder fund platform June 18, 2020 | WealthAdvisor As a part of the transaction, Wells Fargo is making a strategic investment in iCapital under the terms of iCapital’s latest fundraising round. Wells Fargo’s alternative investment feeder fund platform supports a full suite of alternative solutions, including private equity,…

June 19, 2020

WealthForge Expands Altigo Sales Team with 2 New Hires

WealthForge Expands Altigo Sales Team with 2 New Hires June 17, 2020 | Ryan Gunn | WealthForge Richmond, VA -- WealthForge, a financial technology service provider that offers solutions for alternative investment trade processing automation, has hired Skip Carleton as Enterprise Account Executive and Jack Armstrong as Sales Development Representative. In their new roles, Carleton…

June 15, 2020

COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types

COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types April 15, 2020 | Kyle Engelken | WealthForge During the tumultuous economic period caused by the coronavirus pandemic, there are a myriad of indicators of public market performance. The Dow Jones Industrial Average1 had its largest single day drop in history, and the Federal Reserve…