Four Springs Capital Trust implements Altigo to automate alternative investment subscription process
Four Springs Capital Trust has entered into a strategic relationship with alternative investment and technology company WealthForge to utilise WealthForge’s Altigo platform, an end-to-end subscription automation technology solution that replaces the traditional manual, paper-based subscription process for alternative investments.
Altigo allows advisors and brokers to digitally subscribe clients to alternative investments, which creates a frictionless, technology-enabled user experience for advisors – dramatically reducing errors and cost for sponsors while expediting transactions for all parties involved. Because Altigo is a cloud-based system, the platform can be accessed from anywhere with an internet connection, opening up opportunities for financial advisors to continue servicing their high-net-worth clients from outside of the office, rather than needing to be present for incoming documentation or overnight mail. Broker-dealers and RIAs that work with WealthForge’s sponsor partners are able to access their offerings on Altigo at no cost.
“We created Altigo to make the alternative investment process easier and more flexible for financial advisors, investment sponsors and high-net worth investors,” says Bill Robbins, Chief Executive Officer of WealthForge. “Investment sponsors like Four Springs Capital Trust understand the benefits of making the subscription process easier and more accurate for their financial advisor partners and investors.”
“We see tremendous benefit in migrating from paper-based transactions to a technology-based subscription process,” says William Dioguardi, Chief Executive Officer of Four Springs Capital Trust. “Altigo offers us the ability to provide outstanding customer service to our alternative investment clients through a streamlined business process.”