Phoenix American Releases White Paper on the Ongoing Impacts of the COVID-19 Pandemic Crisis on Multifamily Real Estate and 2020 Outlook for the Sector Report Provides Insights and Data on Rental Payments, Sales, Pricing and Considerations for Real Estate Investment Fund Sponsors August 17, 2020 SAN RAFAEL, CA, Phoenix American, a full-service fund administration provider…

Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE Competitive industry leaders convene to address the future of advice while supporting diversity and inclusion PHILADELPHIA, PA - July 28, 2020 -- Asset-Map Holdings Inc. (Asset-Map) today announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on…

Phoenix American Financial Services Announces New Client Valeo Groupe August 13, 2020 SAN RAFAEL, CA – Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management…

WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs June 26, 2020 SAN DIEGO, June 26, 2020 /PRNewswire-PRWeb/ -- Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is excited to announce their new partnership with WealthForge. Focused on what matters, Chalice Network…

Altigo, an electronic trade processing platform from WealthForge, has expanded its user-base with 4 new broker-dealer partnerships...

Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives...

Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, was named a finalist...

Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts June 25, 2020 WealthForge announced today the release of Altigo Marketplace, which reinvents the way registered investment advisors conduct the discovery of and allocation to alternative investments by modernizing the industry’s outdated, cumbersome paper-based processes. The RIA Marketplace is an expansion of Altigo’s…

iCapital Network acquires Wells Fargo alternative investments feeder fund platform June 18, 2020 | WealthAdvisor As a part of the transaction, Wells Fargo is making a strategic investment in iCapital under the terms of iCapital’s latest fundraising round. Wells Fargo’s alternative investment feeder fund platform supports a full suite of alternative solutions, including private equity,…