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Home > Inside the Vault > How many alternative investment sponsors, BDs and RIAs are using Altigo from WealthForge?

June 29, 2021
How many alternative investment sponsors, BDs and RIAs are using Altigo from WealthForge?
Inside the Vault

Answer: 100+ as of June 1, 2021. One recent added feature is Redtail CRM Integration.
The API integration allows reps and advisors to...

How many alternative investment sponsors, BDs and RIAs are using Altigo from WealthForge?

Answer: 100+ as of June 1, 2021. One recent added feature is Redtail CRM Integration.
The API integration allows reps and advisors to pre-populate fields in Altigo’s digital investment process with investor information stored in Redtail, reducing subscription time to as little as 5 minutes.

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