How many alternative investment sponsors, BDs and RIAs are using Altigo from WealthForge?
Answer: 100+ as of June 1, 2021. One recent added feature is Redtail CRM Integration.
The API integration allows reps and advisors to pre-populate fields in Altigo’s digital investment process with investor information stored in Redtail, reducing subscription time to as little as 5 minutes.
Our firm has been using Blue Vault from the first year it was available.
We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.
We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.
Our clients also appreciate that we conduct this additional due diligence on their behalf.