(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...
Service Provider News
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...
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,
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.
October 12, 2020
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 | James Sprow | Blue Vault Blue Vault recently discussed with Brad West, COO at AIX Alternative Investment Exchange (“AIX”), how AIX is taking on the challenges that have been long-standing barriers to growth for the alternative investment industry. Since the…
October 7, 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
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