Home News Altigo Automates Custodian Documents for Alternative Investments

Altigo Automates Custodian Documents for Alternative Investments

WealthForge, a provider of technology services for alternative investments, announced that its electronic processing platform, Altigo, has added automation for custodian forms.

WealthForge, a provider of technology services for alternative investments, announced that its electronic processing platform, Altigo, has added an automation feature for custodian forms.

Wealthforge indicated that Altigo users will be able to select from custodians including Pershing, RBC Wealth Management, Equity Trust Company, Mainstar Trust, Millennium Trust, NuView Trust, Vantage, and CNB Custody, with support for additional custodians coming in the near future.

Altigo claims that the feature “saves users from having to compile documents from several sources, use more than one tech system, or inconvenience their clients with multiple mailings and follow-up requests.”

“Custodians are a key participant in the alternative investment ecosystem. But paper documents and medallion wet-signature guarantees present a bottleneck in achieving more efficient processing of alternative investments,” said Bill Robbins, chief executive officer of WealthForge. “We are working with forward-thinking custodians to automate the process, taking the industry another step past simple subscription automation and toward full straight-through processing.”

With nearly a decade of experience processing alternative investments, WealthForge provides technology services to streamline investments into alternative securities.

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