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Which financial technology company recently announced a partnership with Phoenix American to deliver straight-through processing for alternative investments?

June 23, 2021

Which financial technology company recently announced a partnership with Phoenix American to deliver straight-through processing for alternative investments?

Answer: Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and developer of a subscription automation platform built to streamline investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds.

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Thomas E. Burns, III
July 29, 2015
February 22, 2016

I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.