Service Provider News & Perspectives

January 6, 2021

Altigo Year in Review

Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the pandemic, 2020 brought a substantial shift in the way business is conducted. Firms that allocate to alts had figure out a new way to get paper-based subscription documents to clients for signature, then routed from there to the…

November 26, 2020

How FAs win by going all in with automation: A Blue Vault Webinar Recap

“Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not offering a robust digital experience—for advisors and investors—they’re going to...

November 11, 2020

Altigo Automates Custodian Documents for Alternative Investments

WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms. Users of Altigo will be able to select from custodians including Pershing,

October 13, 2020

Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products

Inland Private Capital Corporation will leverage Altigo to support its initiative to digitally process its alternative investment product offerings.

October 12, 2020

AIX Is Transforming the Alternative Investment Process by Changing the Game

AIX Is Transforming the Alternative Investment Process by Changing the Game October 12, 2020 | James Sprow | Blue Vault Blue Vault recently discussed with Brad West, COO at AIX Alternative Investment Exchange (“AIX”), how AIX is taking on the challenges that have been long-standing barriers to growth for the alternative investment industry. Since the…

October 7, 2020

How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?

On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are eligible to invest in certain restricted alternative investments such as private real estate funds and other investments

October 7, 2020

Blue Creek selects SS&C platform to automate investment processes

Blue Creek selects SS&C platform to automate investment processes September 21, 2020 | Rebecca Delaney | Asset Servicing Times Investment manager Blue Creek Capital Management has launched its operations on SS&C Technologies’ cloud-based front-to-back office platform Eze Eclipse.The platform was selected to automate Blue Creek’s investment processes for its China-focused fund. Eze Eclipse provides market…

September 28, 2020

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational…

September 24, 2020

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs. Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need…