Altigo
The Straight-Through Processing Platform for Alternative Investments.
Overview
Altigo, by WealthForge, is a technology platform designed to streamline the alternative investment subscription process. It provides a digital, straight-through processing experience, reducing the reliance on paper-based workflows and minimizing errors. It's used by real estate sponsors to make their offerings available to a network of financial advisors.
✨ Key Features
- Digital Subscription Process
- Order Entry and Tracking
- Compliance Workflows
- Centralized Platform for Sponsors and Advisors
- E-Signature Integration
🎯 Key Differentiators
- Focus on straight-through processing to eliminate manual steps.
- Open network approach, connecting various market participants.
- Designed to handle the complexities of alternative investment paperwork digitally.
Unique Value: Modernizes the alternative investment subscription process, making it faster, easier, and more accurate for everyone involved.
🎯 Use Cases (3)
✅ Best For
- Making investment offerings accessible to the wealth management channel.
- Digitizing and accelerating the investor subscription process.
- Ensuring compliance and reducing NIGO (Not In Good Order) rates.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Sponsors who raise capital directly from their own network without involving third-party financial advisors.
🏆 Alternatives
Focuses specifically on the transaction and subscription process, whereas many competitors are broader investor management portals.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All plans tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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