AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless, paperless processing for clients as fund sponsors search for innovative alternatives to traditional processing September 22, 2020 | AIX Philadelphia, PA and Lake Villa, IL – September 22, 2020 – Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the…

Since March, I’ve been able to step back and analyze where we — and other companies — have the opportunity to make...

Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with Bill Robbins, CEO at WealthForge, about how their vision for the Altigo platform is to make investing in and owning alternative investments as easy as owning a mutual fund. WealthForge was founded in 2009 and combines innovative…

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX),...

Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments September 15, 2020 BNY Mellon’s Pershing (“Pershing”) recently announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver…

Federal Reserve Chair Jerome Powell is not the only American who had his vacation canceled this summer. The central...

Advisors are Failing Their Best Investors When it Comes to Alternative Investments August 20, 2020 | Ryan Gunn | WealthForge High net worth investors come with different investing preferences and a broader set of investment options than the average client. For example, high net worth investors are accredited, and therefore have access to alternative investments…

There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments August 25, 2020 | Ryan Gunn | WealthForge When investors think of investments outside of stocks and bonds, often the first thing that comes to mind is real estate. Real estate is the largest segment of alternative investments, making up nearly…

As universities and schools start to finalize back-to-school plans, many are leaning on their endowments during the current...