Investor onboarding in today’s environment is crucial; organizations are choosing to digitize their investor onboarding experience to create a solid...

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and...

“We believe AIX and Inland Investments share the same objective – to provide an exceptional end-to-end digital investment experience.”

WealthForge announced today that Altigo, their electronic order entry and subscription processing platform for alternative investments, is rolling out a series of...

PHILADELPHIA (March 10, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has added...

Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit double digits in its expansion of broker-dealer...

WealthForge announced today that Altigo, their electronic processing platform for alternative investments, now integrates with Redtail, a customer relationship...

PHILADELPHIA AND ALPHARETTA, GA (March 1, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell...

MILWAUKEE (Feb. 9, 2021) – UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been retained...