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ALTIGO FEATURES

Click here to request access to Altigo

 

 

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Offering Showcase



Discover quality alternative investment opportunities with a searchable list of alternative investments from well-known sponsors.

 

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Intelligent Interview



Save hours of work with an information collection workflow that pre-fills investor info and validates date in real time.


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Electronic Signature


Send a secure, pre-filled subscription package to all necessary signatories, eliminating the need for paper documents.

 

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Transaction Activity Dashboard


Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of all pending investments.


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Data Security


Avoid exposing PII via email by utilizing a secure signing portal with encryption, monitoring, and recovery features built-in.



SCHEDULE DEMO


5%

or less NIGO error rate, reducing rework*

 


20

minutes or less to complete a subscription

 


2

days on average to fully complete investment

 


$0

spent on mail when using e-signature

 

*Based on internal estimates. Average days to complete investment based upon DST investments. NIGO errors defined as mistakes in the paperwork that require correction.

altigo VS DIY solutions

Many wealth management firms are looking into technology solutions that digitize paper-based processes. Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for RIA firms.

  Paper Processing Electronic Signature  
 Altigo 
Product Discovery No No Offering showcase featuring investment opportunities from well-known sponsors.
Easy Subscription Order Entry Complicated paper documents that take hours to complete and result in NIGO rates of 40-60%. Form-fillable PDFs ensure signatures aren't missed, but only mitigate a small percentage of NIGO errors. Intelligent interview process can be completed in 20 minutes or less with
NIGOs < 5%.
Saved Investor Information No No Investor information can be imported into a new subscription from a previous investment or CRM system.
Document Mapping No Complex subscription documents must be mapped manually by your firm. Altigo maps all subscription documents.
Automated Document & Data Routing No Only during signing process. Altigo can integrate with existing review processes, and custodian, transfer agent, and sponsor systems.
Cybersecurity No Only during signing process. Encrypted and secure throughout the process.

 

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"I had accepted the manual process as a necessary evil to take advantage of the benefits of alternative investments. But Altigo eliminates the frustrations—both for me and my clients—when investing in alternatives. It is essential that the industry adopt this type of technology to keep up with investors' expectations.*"

- Carl E. Sera, Wealth Manager and Managing Principal
Sera Capital Management


REQUEST A DEMO

ALTIGO CURRENTLY FEATURES THE FOLLOWING
OFFERING TYPES ACROSS 20+ SPONSORS:

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1031 Exchange DSTs

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Non-traded REITs

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Qualified Opportunity Zone Funds

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Business Development Companies (BDCs)

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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.

 

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WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.