Altigo allows advisors and brokers to digitally subscribe clients to alternative investments, which creates a frictionless, technology-enabled user experience for advisors – dramatically reducing errors and cost for sponsors while expediting transactions for all parties involved. Because Altigo is a cloud-based system, the platform can be accessed from anywhere with an internet connection, opening up opportunities for financial advisors to continue servicing their high-net wort clients from outside of the office, rather than needing to be present for incoming documentation or overnight mail. Broker-dealers and RIAs that work with WealthForge’s sponsor partners are able to access their offerings on Altigo at no cost.
“We created Altigo to make the alternative investment process easier and more flexible for financial advisors, investment sponsors and high-net worth investors,” said Bill Robbins, Chief Executive Officer of WealthForge. “Investment sponsors like Four Springs Capital Trust understand the benefits of making the subscription process easier and more accurate for their financial advisor partners and investors.”
“We see tremendous benefit in migrating from paper-based transactions to a technology-based subscription process,” said William Dioguardi, Chief Executive Officer of Four Springs Capital Trust. “Altigo offers us the ability to provide outstanding customer service to our alternative investment clients through a streamlined business process.”
Four Springs Capital Trust is a private, internally managed real estate investment trust focused on acquiring a diversified portfolio of industrial, medical, retail and office properties net leased to investment grade and other creditworthy tenants under long-term leases. The company’s Four Springs TEN31 Xchange platform is a sponsor of DST offerings featuring single tenant net-leased real estate and provides customized turnkey tax deferred exchange solutions for real estate investors.
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change.