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ALTIGO FEATURES FOR SPONSORS

Click here to learn about Altigo for advisors

 

 

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Intelligent Interview



Altigo takes the
guesswork out of filling out a subscription document by only presenting relevant fields, verifying information as the advisor enters, and automatically mapping that information to a pre-filled subscription document.
Learn more.


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Electronic Signature


Altigo’s electronic signature support allows subscription documents to be sent securely via email, where all necessary signatories can then review, fill out, and provide a valid digital signature without the need to print or receive a paper document through
mail or fax. Learn more.

 

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Transaction Activity Dashboard



Altigo aggregates status information from all outstanding e-signature and manual signature documents into a filterable list of investments in progress. A total dollar amount is visible for each stage, letting
users see dollars moving through the
process in real time.
Learn more.


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Offering Showcase


Altigo includes a searchable showcase of available offerings, allowing advisors to source, diligence, and quickly subscribe
to previously difficult to access
alternative investments. 

Benefit from a streamlined subscription process.

 

PROVIDE A BETTER
ADVISOR EXPERIENCE 

When entering client information in Altigo, advisors are only presented with relevant fields, eliminating the need to comb through complicated documents to determine what information needs to be entered. A pre-filled subscription package can then be sent for electronic signature by investor clients, streamlining the process and reducing errors. 

Track investments
at every step

Sponsors and advisors can track investments through a convenient transaction activity dashboard, which provides the ability to see subscription activity and status. The dashboard is customizable and filterable, allowing sponsors to quickly and easily track down individual investments and avoid a series of follow up phone calls and emails to determine status.

Keep your
information secure

Our workflow utilizes security measures including end to end encryption, two factor authentication, internal and external auditing, and monitored role-based access. Our technology includes advanced firewalls, AES 256-bit encryption, SSAE 16 complaint hosting, data loss prevention, regular penetration testing, and other industry best practices. View our security policy here.

REQUEST A DEMO

Contact us and a member of our sales team will be in touch to answer your questions and walk you through our solutions.

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WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.