Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts

June 25, 2020

Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts

June 25, 2020

WealthForge announced today the release of Altigo Marketplace, which reinvents the way registered investment advisors conduct the discovery of and allocation to alternative investments by modernizing the industry’s outdated, cumbersome paper-based processes. The RIA Marketplace is an expansion of Altigo’s electronic trade processing platform, which hosts over 50 active offerings from 22 well-known sponsors, with more being added every month. RIA’s are able to access these opportunities through Marketplace at no cost.

“I had accepted the manual process as a necessary evil to take advantage of the benefits of alternative investments. But Altigo eliminates the frustration—both for me and my clients—when investing in alternatives,” says Carl E. Sera, Wealth Manager and Managing Principal at Sera Capital Management. “It is essential that the industry adopt this type of technology to keep up with investors’ expectations.”

Altigo offers advisors a showcase of investments, allowing them to identify the best opportunity for their client. Once an advisor has identified a suitable investment, Altigo streamlines the subscription process with an online intelligent interview, electronic signature options, and a transaction activity dashboard for tracking of investments in progress. These features create productivity and cost savings that can equate to a full-time employee. In a recent survey of Altigo users, over 95% of respondents said they would recommend the platform.

“We envision a world where alternative investments are as easy to own as a mutual fund. Altigo Marketplace combines a tech-enabled transaction process with a showcase of quality offerings in order to make it easier for RIAs to do more alternative investment business, diversify client portfolios, and grow their AUM by attracting higher net worth clients,” says Mat Dellorso, Co-founder of WealthForge.

The Altigo platform currently hosts a range of alternative investment products, such as Private Placement Funds, Non-Traded REITs, Qualified Opportunity Zone Funds, and 80 percent of all live 1031 Exchange DST products. For products that are not already on Altigo, WealthForge offers a supplemental service of mapping subscription documents so that advisors can conduct all of their alts business through the platform. Since Altigo was first announced nearly a year ago, the company reports transactions in excess of $100 million submitted through the platform.

RIAs can sign up for Altigo Marketplace by visiting www.wealthforge.com/marketplace-access.

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September 30, 2019

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