A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and SEC-registered broker-dealer, has chosen Altigo as its digital solution to streamline its alternative investment program. A.G.P. will benefit from platform features that make the subscription process easier and more efficient for both…

Collaboration between SS&C’s Black Diamond Wealth Platform and RightCapital March 21, 2023 | Anika Sidhika | Private Banker International SS&C Technologies Holdings, Inc. announced the creation of a new financial planning experience within the SS&C Black Diamond Wealth Platform that will cover a client’s financial life in the past, present, and future. The SS&C team worked closely…

Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm's strategic partnership with iCapital, the leading global fintech…

Gentry Mills Joins Altigo’s Growing Roster of Sponsors February 15, 2023 | John Rickman | Altigo Real estate investment firm Gentry Mills Capital has signed with Altigo, expanding the pool of asset managers on the platform and making investing in alts easier for the 200+ transactional broker-dealer and RIA firms that use Altigo. In partnering…

Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration January 24, 2023 | Phoenix American Phoenix American is pleased to announce its new client partnership with real estate investment fund sponsor Wander. Phoenix American will fulfill the transfer agent, fund accounting and back-office operational needs of Wander with the company’s…

Phoenix American Onboards New Automated Parking System Fund Sponsor Parking Vault for Fund Administration December 8, 2022 | Phoenix American Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory Trust (DST) fund sponsor Parking Vault for fund administration. Phoenix American will support Parking Vault with its industry-leading investor relations…

Newbridge Selects Altigo for Enterprise Alts Solution December 7, 2022 | Altigo Newbridge Securities Corporation (“Newbridge”), a full-service brokerage and investment banking firm based in Boca Raton, Fla., has selected Altigo as its one-stop technology solution that all its affiliated registered representatives and advisors will use when allocating to alternatives (“Alts“). In choosing Altigo’s straight-through…

Donovan Ventures Selects Alternative Investment Exchange (AIX) to Power its Oil & Gas Private Equity Investment Offering December 1, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Donovan Ventures (“Donovan”) to its technology and retail advisor platform. Donovan selected AIX…

Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc...