A.G.P./Alliance Global Partners, a full-service investment firm and SEC-registered broker-dealer, has chosen Altigo as its digital solution to streamline its alternative investment program. A.G.P. will benefit from platform features that make the subscription process easier and more efficient for both reps and the home office.
Altigo integrates all aspects of alternative investment subscription and compliance, while significantly reducing not-in-good-order (NIGO) errors and other administrative headaches. The platform will help A.G.P. manage its alts paperwork and grant approved reps access to all their firm-approved alternative investment offerings in a single, white-labeled portal.
Altigo's Supervision Assistant feature will help A.G.P. establish thorough suitability review and other home office supervision processes that can be completed in one streamlined workflow, as well as simplify and condense document review using a repeatable digital process.
Altigo and WealthForge CEO Bill Robbins said, “Technology must be flexible enough to adapt to the way your clients want to do business, and we’re excited that Alliance Global Partners is working with our team to customize their alts investment experience. Straight-through processing is going to make it easier for A.G.P. to deliver value to their reps, increase the quality of their sales supervision and operational control, and simplify the compliance review process.”
About Alliance Global Partners
Alliance Global Partners (A.G.P.) is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers.
A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Clearing and Custody. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.
About Altigo
Altigo is the leading open network alts subscription technology used by a community of 300+ sponsors, broker-dealers, and RIA firms. The platform enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents.
With over 11,000 alts subscriptions completed on the platform since its debut in mid-2019, Altigo’s adoption reflects the valuable benefits it provides to reps and advisors including diverse product offerings, nearly error-free paperwork, and lightning-fast order entry.
Altigo’s team of experienced professionals is committed to client experience, adding new features on a regular basis and helping its ever-expanding client base streamline investment workflows and eliminate reliance on outdated paper subscriptions and snail mail.
John Rickman : December 7, 2022 at 9:37 AM
John Rickman