2021: A Record Breaking Year for Altigo February 1, 2022 | Heather Acey | WealthForge In 2021, a clear theme emerged to describe the Altigo platform and team: Exponential growth. Today we take a look back at a mind-blowing year of growth and teamwork, all made possible by our clients and dedicated team of professionals that…

Shopoff Realty Investments Partners with Alternative Investment Exchange (AIX) Platform February 8, 2022 | Alternative Investment Exchange (AIX) Alternate Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has partnered with and onboarded Shopoff Realty Investments (“Shopoff”) to the AIX platform. As a result, AIX is enabling all of Shopoff’s funds…

Farnam Street Real Estate Capital Selects UMB Fund Services to Administer New Private Fund January 13, 2022 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to provide fund accounting, investor servicing and tax reporting for Farnam Street Real…

Unlisted Closed-End Funds: Growth Persists Despite Pandemic November 23, 2021 | UMB Fund Services The unlisted closed-end fund structure—primarily interval funds and tender-offer funds—allows asset managers to access the mass affluent market while addressing the liquidity challenges of alternatives and illiquid securities. Nearly 80 products have been launched during the last four years and another…

If An Alternative Universe Presents Itself, Enter It. Here's Why. January 13, 2022 | Joe Ujobai | AIX (Alternative Investment Exchange) When Apple created the iPod, it created an alternative universe: one in which people could access their entire music library from a single, palm-sized device. Until then, we stored our media on shelves that…

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation January 11, 2022 | Business Wire CAIS, the leading alternative investment platform, today announced a $225 million round of funding led by Apollo (NYSE: APO) and Motive Partners ("Motive"), with additional investment from Franklin Templeton (NYSE: BEN), which values…

iCapital Network® Named Solutions Provider of the Year for Second Consecutive Term in 2021 MMI/Barron’s Industry Awards November 15, 2021 | iCapital Network iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today it has been honored as the winner in…

A New Model in Transfer Agency Services December 9, 2021 | SS&C   A number of forces are converging to drive change in the asset management industry. Arguably the most challenging is the accelerating pace of technology innovation. At the same time, as managers endeavor to retain and grow existing investors and attract new assets,…

How to Avoid These 3 Pitfalls of Digital Transformation December 3, 2021 | Karen Astley | SS&C The pressure to create efficiencies along with the pace of quickly evolving new technologies—including process automation and RPA to reduce human effort and artificial intelligence to guide processing and read documents—is driving digital transformation across industries. There are,…