At the most recent ADISA annual conference, The DI Wire sat down with Bill Robbins, chief executive officer of WealthForge, a financial technology firm specializing in alternative investments, to discuss current inefficiencies in the alternative investment space and what the company is doing to address them.
Robbins’ vision includes making the space more accessible and efficient for investors and advisors via streamlined automation and straight-through processing, which can potentially reduce errors while increasing productivity and saving time and money.
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