2 min read
First Altigo Client Talks Alts Industry Trends and Results
The WealthForge team recently caught up with Jay Frank, Chief Operating Officer at Cantor Fitzgerald Investment Management, to get his perspective on...
1 min read
Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security
WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent SOC 2 Type II...
2 min read
Altigo Automates Custodian Documents for Alternative Investments
WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms....
2 min read
Advisors are Failing Their Best Investors When it Comes to Alternative Investments
High net worth investors come with different investing preferences and a broader set of investment options than the average client. For example, high...
4 min read
Grow Your Advisory Firm Using Technology, Alternatives, and Economies of Scale
When trying to increase their profitability, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination...
3 min read
The Differences Between Publicly-Traded, Non-Traded, and Private REITs
REITs (Real Estate Investment Trusts) have become a popular investment vehicle due to the potential for diversification, regular income stream, and...
3 min read
What is a Qualified Opportunity Zone Fund?
What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which it resides and...
3 min read
The Difference Between Opportunity Zones and 1031 Exchanges
2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of...