Rest assured that only approved offerings are visible on the dashboard and reps are only able to access product they are authorized to sell.
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.
Save hours of work with an information collection workflow that pre-fills investor info and validates data in real time.
Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “in flight”.
Access a variety of products from many well-known sponsors, all pre-approved based on selling agreements, all in one place.
Altigo has completed an independent SOC 2 Type II audit, demonstrating our commitment to data security, availability, and confidentiality.
When entering investor information in Altigo, data is encrypted and highly sensitive fields have a second encryption layer.
PII is accessible only by authorized personnel at your firm, the offering sponsor and select Sr. IT staff at WealthForge on an as-needed basis.
Altigo’s firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.
Web app vulnerability analysis, 3rd party application penetration tests, incident response and disaster recovery plans are in place.
ALTIGO CURRENTLY FEATURES THE FOLLOWING
OFFERING TYPES ACROSS 100+ SPONSORS:
1031 Exchange DSTs
Non-traded REITs
Qualified Opportunity Zone Funds
Business Development Companies (BDCs)
And more!
*Testimonials reflect this clients' historical experiences with WealthForge's technology and may not be representative of the experiences of all clients or with other services. Testimonials are not a guarantee of future performance or success.
