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WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs

August 12, 2020

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 is a community dedicated to solving the unique challenges faced by independent financial advisors and business owners. With over 100 years of combined experience, Chalice leadership is dedicated to bringing real and immediate value to all members of the Chalice Network through the digital Marketplace. Keith Gregg, Founder and CEO of Chalice Network is thrilled to partner with WealthForge and says, “I have known Mat Dellorso and Bill Robbins at WealthForge from my old hometown of Richmond, VA for quite sometime now and they are thoughtful, smart, creative, and conscious of what makes for a streamlined and advisor friendly alternative investment platform. We are very excited to be working with Mat and his team to deliver what we believe is the most advisor friendly ALTS platform in the marketplace.”

WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. The RIA Marketplace is an expansion of their electronic trade processing platform, Altigo, which hosts over 50 active offerings from 22 well-known sponsors, with more being added every month. RIA’s are able to access these opportunities through the digital Marketplace at no cost.

“A significant number of high net worth investors are unable to experience the benefits of alternative investments because advisors continue to hit barriers when it comes to discovery and allocation,” says Mat Dellorso, co-founder of WealthForge. “Our goal is to break down those barriers and create a frictionless path to ownership for alternative investments, expanding access and transparency in the process.”

Altigo provides an array of features to Chalice members at no additional cost such as:

• a showcase of alternative investments
• intuitive information collection workflow
• electronic signature options
• transaction activity dashboard

Alternative investments continue to be difficult to source and cumbersome to invest in, with a lengthy, paper-laden subscription process that results in NIGO errors, security risks, and costly operational inefficiencies. With Chalice and Altigo, there is finally an easy way for advisors to provide their clients with the benefits of alternative investments.

About Chalice Network™

Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals.
Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.

About WealthForge

With nearly a decade of experience processing alternative investments, WealthForge has cemented itself as an industry innovator. Altigo is an electronic trade processing platform from WealthForge designed to improve the alternative investment experience for broker-dealers, registered investment advisors, investment sponsors, and their investors.

 

 

Go Back
John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.