A key benefit that sets Altigo apart from other platforms is the team behind it and its commitment to client experience.

The Expanding Universe of Business Development Companies and their Real-World Investment Impacts July 20, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: Tax-advantaged, non-traded business development companies (BDCs) are alternative investment funds designed to boost the economy while generating a steady stream of income for both retail and accredited investors in…

UMB: Seven questions to help build distribution strategies for interval and tender-offer funds July 19, 2022 | James Curry | UMB “We wish we’d talked to you six months ago” is a comment I hear often from private fund managers as they work out distribution strategies for their first registered product. Too often, managers have…

Marketing Teams Aren’t Immune To Inflation July 14, 2022 | Marketing Intent Inflation – it’s all across our economy and affecting almost every part of our lives, including our marketing teams. If you’ve been searching for marketing candidates, you’ve probably noticed a demand for increased salaries, but you may not be getting qualified candidates applying…

What does a custodian do for alternative investment managers? June 29, 2022 | Amy Small | UMB Legacy mutual fund managers are likely accustomed to hearing about custody requirements driven by regulation. But what does a custodian do for alternative asset managers who are not experienced in hiring a qualified custodian? The primary duty of…

UMB: Five key banking-as-a-service terms you should know July 11, 2022 | David Robinson | UMB Although Banking-as-a-Service (BaaS) is new, banks have been making their services available behind the scenes for decades. What’s changed in recent years is the explosion of fintech firms seeking to partner with banks to access the payment rails historically…

More Banks are Moving Asset and Liability Management Systems to Cloud July 6, 2022 | SS&C A recent SS&C Algorithmics survey (conducted by Alchemer) shows 45% of respondents are looking to migrate, or have already migrated, their Asset Liability Management (ALM) systems to the cloud. This is a major global shift from ALM being almost…

How to Optimize Your LinkedIn Profile to Attract Clients July 8, 2022 | Marketing Intent LinkedIn had more than 188 million members in the United States in 2021. While most financial advisors have some presence on LinkedIn, the platform offers the opportunity to prospect, build trust with potential and current clients and to stand out…

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced Document APIs, and automated Order Entry will help to tackle challenges and improve advisor experiences CAIS, the leading alternative investment platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of…