Are you over 18 and want to see adult content?
More Annotations
A complete backup of https://seapines.com
Are you over 18 and want to see adult content?
A complete backup of https://oxfordhousebcn.com
Are you over 18 and want to see adult content?
A complete backup of https://ppl-labs.com
Are you over 18 and want to see adult content?
A complete backup of https://mamorio.jp
Are you over 18 and want to see adult content?
A complete backup of https://centralcoastcci.com
Are you over 18 and want to see adult content?
A complete backup of https://bosch-do-it.com
Are you over 18 and want to see adult content?
A complete backup of https://moc.media
Are you over 18 and want to see adult content?
A complete backup of https://hypenotic.com
Are you over 18 and want to see adult content?
A complete backup of https://ppmadrid.es
Are you over 18 and want to see adult content?
A complete backup of https://amppartners.org
Are you over 18 and want to see adult content?
A complete backup of https://ecsequipment.com
Are you over 18 and want to see adult content?
A complete backup of https://barbellshrugged.com
Are you over 18 and want to see adult content?
Favourite Annotations
A complete backup of https://errandjunkie.com
Are you over 18 and want to see adult content?
A complete backup of https://megaproxy.com
Are you over 18 and want to see adult content?
A complete backup of https://prav-net.ru
Are you over 18 and want to see adult content?
A complete backup of https://lazygirldesigns.com
Are you over 18 and want to see adult content?
A complete backup of https://idodeclaire.com
Are you over 18 and want to see adult content?
A complete backup of https://mixinglight.com
Are you over 18 and want to see adult content?
A complete backup of https://tempursealy.com
Are you over 18 and want to see adult content?
A complete backup of https://imcoinsa.es
Are you over 18 and want to see adult content?
A complete backup of https://healthlinkbc.ca
Are you over 18 and want to see adult content?
A complete backup of https://unrealsnacks.com
Are you over 18 and want to see adult content?
A complete backup of https://syniumsoftware.com
Are you over 18 and want to see adult content?
Text
WealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. FREQUENTLY ASKED QUESTIONS A: WealthForge’s straight through processing platform, Altigo, provides an intuitive front-end for advisors to quickly initiate a subscription through an online intelligent interview. Q: Does Altigo integrate with my CRM/approval workflow/custodian/etc. A: Once both the advisor and investor have signed the subscription documents, thefirm can
MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. THE DEFINITIVE GUIDE TO STRAIGHT THROUGH PROCESSING 3. Increase Transparency Track transaction activity in progress . Even without NIGO errors, c ompleting the subscription process for an alternative investment can take six weeks or more, and the entire process is opaque, with advisors and sponsors having little visibility into the status of a subscription until it lands on their desk.. The introduction of straight through processing technology STRAIGHT THROUGH PROCESSING E-GUIDE Manual processing for alternative investments falls short in accuracy, security, and speed. However, straight through processing technology solutions can pave the way for an improved alternative investment experience that benefits sponsors and advisors, their investors, and even third party participants such as transfer agents, fund administrators, and custodians. ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) ALTERNATIVE CAPITAL MARKET INSIGHTS Vanessa assists with brand awareness and overall marketing efforts at WealthForge. She earned a bachelor's degree in Mass Communications with a concentration in Public Relations from Virginia Commonwealth University. In her free time she enjoys snuggling up with her pets, photography, and adventuring around RVA. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, AND There are three main types of REITs, public, non-traded, and private. Non-traded REITs are similar to publicly traded REITs, but are not listed on exchanges. private REITs are not required to register with the SEC and are not subject to the same reporting requirements. WF: INVESTOR PLATFORM 401 Unauthorized. The site you are attempting to reach requires a secure login. If you need assistance logging in, please contact support and provide as much detail ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. FREQUENTLY ASKED QUESTIONS A: WealthForge’s straight through processing platform, Altigo, provides an intuitive front-end for advisors to quickly initiate a subscription through an online intelligent interview. Q: Does Altigo integrate with my CRM/approval workflow/custodian/etc. A: Once both the advisor and investor have signed the subscription documents, thefirm can
MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. THE DEFINITIVE GUIDE TO STRAIGHT THROUGH PROCESSING 3. Increase Transparency Track transaction activity in progress . Even without NIGO errors, c ompleting the subscription process for an alternative investment can take six weeks or more, and the entire process is opaque, with advisors and sponsors having little visibility into the status of a subscription until it lands on their desk.. The introduction of straight through processing technology STRAIGHT THROUGH PROCESSING E-GUIDE Manual processing for alternative investments falls short in accuracy, security, and speed. However, straight through processing technology solutions can pave the way for an improved alternative investment experience that benefits sponsors and advisors, their investors, and even third party participants such as transfer agents, fund administrators, and custodians. ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) ALTERNATIVE CAPITAL MARKET INSIGHTS Vanessa assists with brand awareness and overall marketing efforts at WealthForge. She earned a bachelor's degree in Mass Communications with a concentration in Public Relations from Virginia Commonwealth University. In her free time she enjoys snuggling up with her pets, photography, and adventuring around RVA. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, AND There are three main types of REITs, public, non-traded, and private. Non-traded REITs are similar to publicly traded REITs, but are not listed on exchanges. private REITs are not required to register with the SEC and are not subject to the same reporting requirements. WF: INVESTOR PLATFORM 401 Unauthorized. The site you are attempting to reach requires a secure login. If you need assistance logging in, please contact support and provide as much detail ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. FREQUENTLY ASKED QUESTIONS A: WealthForge’s straight through processing platform, Altigo, provides an intuitive front-end for advisors to quickly initiate a subscription through an online intelligent interview. Q: Does Altigo integrate with my CRM/approval workflow/custodian/etc. A: Once both the advisor and investor have signed the subscription documents, thefirm can
MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. THE DEFINITIVE GUIDE TO STRAIGHT THROUGH PROCESSING 3. Increase Transparency Track transaction activity in progress . Even without NIGO errors, c ompleting the subscription process for an alternative investment can take six weeks or more, and the entire process is opaque, with advisors and sponsors having little visibility into the status of a subscription until it lands on their desk.. The introduction of straight through processing technology STRAIGHT THROUGH PROCESSING E-GUIDE Manual processing for alternative investments falls short in accuracy, security, and speed. However, straight through processing technology solutions can pave the way for an improved alternative investment experience that benefits sponsors and advisors, their investors, and even third party participants such as transfer agents, fund administrators, and custodians. ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) ALTERNATIVE CAPITAL MARKET INSIGHTS Vanessa assists with brand awareness and overall marketing efforts at WealthForge. She earned a bachelor's degree in Mass Communications with a concentration in Public Relations from Virginia Commonwealth University. In her free time she enjoys snuggling up with her pets, photography, and adventuring around RVA. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, AND There are three main types of REITs, public, non-traded, and private. Non-traded REITs are similar to publicly traded REITs, but are not listed on exchanges. private REITs are not required to register with the SEC and are not subject to the same reporting requirements. WF: INVESTOR PLATFORM 401 Unauthorized. The site you are attempting to reach requires a secure login. If you need assistance logging in, please contact support and provide as much detail ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. WHAT ARE NIGO DOCUMENTS? What Are NIGO Documents? NIGO is an acronym that stands for “not in good order.”. In investments, insurance, or pretty much any other industry that requires paper documents to be filled out, a document is considered “not in good order” when it is submitted with missing or inaccurate information. This is a surprisingly common problem NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ABOUT WEALTHFORGE
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed tochange.
FREQUENTLY ASKED QUESTIONS A: WealthForge’s straight through processing platform, Altigo, provides an intuitive front-end for advisors to quickly initiate a subscription through an online intelligent interview. Q: Does Altigo integrate with my CRM/approval workflow/custodian/etc. A: Once both the advisor and investor have signed the subscription documents, thefirm can
MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. THE DEFINITIVE GUIDE TO STRAIGHT THROUGH PROCESSING 3. Increase Transparency Track transaction activity in progress . Even without NIGO errors, c ompleting the subscription process for an alternative investment can take six weeks or more, and the entire process is opaque, with advisors and sponsors having little visibility into the status of a subscription until it lands on their desk.. The introduction of straight through processing technology STRAIGHT THROUGH PROCESSING E-GUIDE Manual processing for alternative investments falls short in accuracy, security, and speed. However, straight through processing technology solutions can pave the way for an improved alternative investment experience that benefits sponsors and advisors, their investors, and even third party participants such as transfer agents, fund administrators, and custodians. ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) ALTERNATIVE CAPITAL MARKET INSIGHTS Vanessa assists with brand awareness and overall marketing efforts at WealthForge. She earned a bachelor's degree in Mass Communications with a concentration in Public Relations from Virginia Commonwealth University. In her free time she enjoys snuggling up with her pets, photography, and adventuring around RVA. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, AND There are three main types of REITs, public, non-traded, and private. Non-traded REITs are similar to publicly traded REITs, but are not listed on exchanges. private REITs are not required to register with the SEC and are not subject to the same reporting requirements. WF: INVESTOR PLATFORM 401 Unauthorized. The site you are attempting to reach requires a secure login. If you need assistance logging in, please contact support and provide as much detail ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, ANDSEE MORE ONWEALTHFORGE.COM
NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGO Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ONWEALTHFORGE.COM
THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, ANDSEE MORE ONWEALTHFORGE.COM
NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULES First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ABOUT WEALTHFORGE
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed tochange.
WEALTHFORGE AND CLIENT NEWS Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security. WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent Heather Acey January 19, 2021 0.WealthForge.
RESOURCES | WEALTHFORGE WealthForge's Resource Library offers resources from e-books, whitepapers and checklists to webinars and more. Download for freenow.
ALTERNATIVE CAPITAL MARKET INSIGHTS Allocations to Alternatives: What RIAs Are Saying. The alternative investment industry accounts for over $10 trillion and is expected to continue growing. And yet, many alternative Ryan Gunn November 6, 2020 0. FINRA SEC Advisors. MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. FREQUENTLY ASKED QUESTIONS A: WealthForge’s straight through processing platform, Altigo, provides an intuitive front-end for advisors to quickly initiate a subscription through an online intelligent interview. Q: Does Altigo integrate with my CRM/approval workflow/custodian/etc. A: Once both the advisor and investor have signed the subscription documents, thefirm can
CAREERS | WEALTHFORGE working at wealthforge. Working at WealthForge offers an opportunity to be part of a growing team of ambitious self-starters. At WealthForge, you are more than your job description. You will have a chance to contribute to our business and see the difference you makeat
ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
ALTERNATIVE CAPITAL MARKET INSIGHTS Vanessa assists with brand awareness and overall marketing efforts at WealthForge. She earned a bachelor's degree in Mass Communications with a concentration in Public Relations from Virginia Commonwealth University. In her free time she enjoys snuggling up with her pets, photography, and adventuring around RVA. ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGOALTIGO WEALTHFORGEALTIGO WEALTHFORGE Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. FREQUENTLY ASKED QUESTIONS HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTSHIGH NET WORTH INVESTORS LISTVANGUARD HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTORULTRA HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTOR DEFINITIONUS HIGH NET WORTH INDIVIDUALS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULESFINRA BROKER DEALER RULESFINRA BROKER CHECK SITEFINRA ADVERTISING FAQFINRA ADVERTISING REGULATIONFINRA ADVERTISING COMPLIANCEFINRA ADVERTISINGREVIEW
First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER The free digital processing platform for RIAs. » Access in-demand investment types from well-known sponsors. » Scale your alts business without increasing costs. » Enable remote work for advisors. » Provide clients with a quick-and-easy investment process. *Testimonials reflect these clients' historical experiences withWealthForge's
ABOUT WEALTHFORGE
We enable marketplace connections and facilitate alternative investments. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. STRAIGHT THROUGH PROCESSING TECHNOLOGY WITH ALTIGOALTIGO WEALTHFORGEALTIGO WEALTHFORGE Electronic signature alone is a partial automation of existing problematic processes. Altigo is a reimagining of the entire alternative investment process that connects all stakeholders and creates an improved, scalable experience for registered investment advisors and broker-dealers. Paper Processing. Electronic Signature. FREQUENTLY ASKED QUESTIONS HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTSHIGH NET WORTH INVESTORS LISTVANGUARD HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTORULTRA HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTOR DEFINITIONUS HIGH NET WORTH INDIVIDUALS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. THE IMPORTANCE OF A BROKER-DEALER The right broker-dealer can have a significant impact on the success of a company’s offering. Broker-dealers can assist companies with structuring offerings, determining appropriate valuations and consummating investment closings. With general solicitation offerings in particular, Broker-dealers work with the company and thecompany’s
THE SEARCH FOR YIELD: INVESTING IN FARMLAND Farmland and crop yields are meaningful inflation protection with one of the highest correlations to the CPI among investable assets.5. Historical returns have been impressive. Although this should not be an indicator of future results, farmland has consistently delivered for investors; and, at a NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULESFINRA BROKER DEALER RULESFINRA BROKER CHECK SITEFINRA ADVERTISING FAQFINRA ADVERTISING REGULATIONFINRA ADVERTISING COMPLIANCEFINRA ADVERTISINGREVIEW
First, FINRA has stated that third-party posts on the broker-dealer or representative’s social media page are not communications with the public under FINRA Rule 2210, unless the broker, or representative, paid for the content, or explicitly, or implicitly, endorsed or approved the content. Additionally, FINRA stated in RegulatoryNotice
ABOUT WEALTHFORGE
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed tochange.
WEALTHFORGE AND CLIENT NEWS Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security. WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent Heather Acey January 19, 2021 0.WealthForge.
ALTERNATIVE CAPITAL MARKET INSIGHTS Allocations to Alternatives: What RIAs Are Saying. The alternative investment industry accounts for over $10 trillion and is expected to continue growing. And yet, many alternative Ryan Gunn November 6, 2020 0. FINRA SEC Advisors. CAREERS | WEALTHFORGE working at wealthforge. Working at WealthForge offers an opportunity to be part of a growing team of ambitious self-starters. At WealthForge, you are more than your job description. You will have a chance to contribute to our business and see the difference you makeat
MANAGING BROKER DEALER SERVICES We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers clients advice, technology tools, and network connections to help you scale your business. THE DEFINITIVE GUIDE TO STRAIGHT THROUGH PROCESSING 3. Increase Transparency Track transaction activity in progress . Even without NIGO errors, c ompleting the subscription process for an alternative investment can take six weeks or more, and the entire process is opaque, with advisors and sponsors having little visibility into the status of a subscription until it lands on their desk.. The introduction of straight through processing technology REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVES As broker-dealers prepare to implement policies to comply with the SEC’s Regulation Best Interest (Reg BI), one requirement they should be cognizant of is the requirement under the Care Obligation to consider reasonably available alternatives prior to making a recommendation.. Care Obligation Basics. Previously, brokers were only required to analyze whether a recommended investment was ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, AND There are three main types of REITs, public, non-traded, and private. Non-traded REITs are similar to publicly traded REITs, but are not listed on exchanges. private REITs are not required to register with the SEC and are not subject to the same reporting requirements. ALTERNATIVE CAPITAL MARKET INSIGHTS Vanessa assists with brand awareness and overall marketing efforts at WealthForge. She earned a bachelor's degree in Mass Communications with a concentration in Public Relations from Virginia Commonwealth University. In her free time she enjoys snuggling up with her pets, photography, and adventuring around RVA. ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER Alternative investments in good order with Altigo: Electronic investment processing designed for BDs and RIAs, developed by regulatory compliance experts.ABOUT WEALTHFORGE
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed tochange.
FREQUENTLY ASKED QUESTIONS HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTSHIGH NET WORTH INVESTORS LISTVANGUARD HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTORULTRA HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTOR DEFINITIONUS HIGH NET WORTH INDIVIDUALS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ON WEALTHFORGE.COMCARE OBLIGATION REG BIREG BI CONFLICT OF INTERESTREGULATION BEST INTEREST CARE OBLIGATIONSEC CARE OBLIGATION THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions toour customers.
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Government bonds, corporate bonds, high yield debt, REITS, dividend stocks cotton and corn? In today’s stubbornly low interest rate environment, achieving strong risk-adjusted returns without allocating a significant portion of your investment portfolio to public equitiesis challenging.
NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULESFINRA BROKER DEALER RULESFINRA BROKER CHECK SITEFINRA ADVERTISING FAQFINRA ADVERTISING REGULATIONFINRA ADVERTISING COMPLIANCEFINRA ADVERTISINGREVIEW
In April, the Financial Industry Regulatory Authority (FINRA), the self-regulatory organization that governs broker-dealers like WealthForge Securities, issued new guidance on the application of its rules to social media and other digital communications. ELECTRONIC INVESTMENT PROCESSING FOR ALTERNATIVEABOUTINSIGHTSCONTACT USTECHNOLOGY FOR BDSTECHNOLOGY FOR RIASMANAGING BROKER DEALER Alternative investments in good order with Altigo: Electronic investment processing designed for BDs and RIAs, developed by regulatory compliance experts.ABOUT WEALTHFORGE
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed tochange.
FREQUENTLY ASKED QUESTIONS HIGH NET WORTH INVESTORS WANT ALTERNATIVE INVESTMENTSHIGH NET WORTH INVESTORS LISTVANGUARD HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTORULTRA HIGH NET WORTH INVESTORSHIGH NET WORTH INVESTOR DEFINITIONUS HIGH NET WORTH INDIVIDUALS High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a stable of high net worth clients can help an advisor grow their firm without having to rely on expensive overhead costs that come with a rapidly expanding client base of lower net worth clients.. And while currently most high net worth individuals REG BI: THE CARE OBLIGATION AND REASONABLE ALTERNATIVESSEE MORE ON WEALTHFORGE.COMCARE OBLIGATION REG BIREG BI CONFLICT OF INTERESTREGULATION BEST INTEREST CARE OBLIGATIONSEC CARE OBLIGATION THE DIFFERENCE BETWEEN OPPORTUNITY ZONES AND 1031 EXCHANGES 2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of tax-advantaged investments, such as 1031 Exchanges, that allow investors to defer or avoid capital gains taxes on the sale of certain investment properties.But there are some key similarities and differences between 1031 Exchanges and Opportunity THE IMPORTANCE OF A BROKER-DEALER WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions toour customers.
GROW YOUR ADVISORY FIRM USING TECHNOLOGY, ALTERNATIVES When trying to increase their net-income, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination of both. THE SEARCH FOR YIELD: INVESTING IN FARMLAND Government bonds, corporate bonds, high yield debt, REITS, dividend stocks cotton and corn? In today’s stubbornly low interest rate environment, achieving strong risk-adjusted returns without allocating a significant portion of your investment portfolio to public equitiesis challenging.
NEW FINRA GUIDANCE AFFECTS BROKER DEALER COMMUNICATION RULESFINRA BROKER DEALER RULESFINRA BROKER CHECK SITEFINRA ADVERTISING FAQFINRA ADVERTISING REGULATIONFINRA ADVERTISING COMPLIANCEFINRA ADVERTISINGREVIEW
In April, the Financial Industry Regulatory Authority (FINRA), the self-regulatory organization that governs broker-dealers like WealthForge Securities, issued new guidance on the application of its rules to social media and other digital communications.ABOUT WEALTHFORGE
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed tochange.
WEALTHFORGE AND CLIENT NEWS WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions toour customers.
ALTERNATIVE CAPITAL MARKET INSIGHTS WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions toour customers.
CAREERS | WEALTHFORGE Explore career opportunities with WealthForge. WealthForge's team has built Altigo, investment processing technology for financial professionals developed by regulatory compliance experts. MANAGING BROKER DEALER SERVICES Managing broker-dealer services from an experienced broker-dealer processing alternative investments for over a decade. THE DEFINITIVE GUIDE TO STRAIGHT THROUGH PROCESSING 3. Increase Transparency Track transaction activity in progress . Even without NIGO errors, c ompleting the subscription process for an alternative investment can take six weeks or more, and the entire process is opaque, with advisors and sponsors having little visibility into the status of a subscription until it lands on their desk.. The introduction of straight through processing technology ALTERNATIVE CAPITAL MARKET INSIGHTS Alternatives | The place to learn everything you need to know about alternative capital markets. (3) WHAT ARE NIGO DOCUMENTS? NIGO is an acronym that stands for “not in good order.” In investments, paper documents to be filled out. A document is considered “not in good order” when it is submitted with missing or inaccurate information. Such errors then need to be corrected before the document can be processed. THE DIFFERENCES BETWEEN PUBLICLY-TRADED, NON-TRADED, AND There are three main types of REITs, public, non-traded, and private. Non-traded REITs are similar to publicly traded REITs, but are not listed on exchanges. private REITs are not required to register with the SEC and are not subject to the same reporting requirements. NON-TRADED REITS 101: THE BENEFITS AND RISKS TO INVESTORS Non-traded REITs can give retail investors access to real estate that would otherwise be inaccessible. They have the potential to generate income for investors through the distribution of earnings gained through rent payments. This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
Accept
__
* Solutions
__
* For BDs and Advisors* For Sponsors
* About
__
* Company
* Press
* Careers
* Insights
__
* Blog
* News
* Resources
* Contact Us
STRAIGHT THROUGH PROCESSING FOR ALTERNATIVE INVESTMENTS. End-to-end technology solutions for sponsors and advisors, developed by regulatory compliance experts.WATCH ALTIGO VIDEO
Or, request a demo
Reduce errors and shorten cycle time with the Altigo® platform.ACCURACY
Investments can be completed online through a simple information collection workflow that may significantly reduce NIGO error rates.*ACCESSIBILITY
Convenient dashboards display available offerings in one place, making it easier for advisors to access, review, and invest on behalfof clients.
TRANSPARENCY
Sponsors and advisors can view and upload documents, make changes, and track the status of subscriptions throughout the entire process.SPEED
While manual subscriptions may take weeks to complete, a paperless process can be completed in minutes, saving time and reducing costs. *BASED ON INTERNAL ESTIMATES OF 5% AVERAGE USING ALTIGO AND 30% AVERAGE USING MANUAL PROCESSES. NIGO ERRORS DEFINED AS MISTAKES IN THE PAPERWORK THAT REQUIRE CORRECTION. MODERNIZE THE ALTERNATIVE INVESTING EXPERIENCE WITH ALTIGO. _SAY GOODBYE TO COSTLY MANUAL PROCESSES_
Standard paper subscription processing is time-consuming and error-prone. The future of investment processing is subscription automation technology: A searchable showcase of alternative investments. User-friendly online workflow to enter investor information. Pre-filled subscription documents with optional e-signature. Strict confidentiality and security of client PII.LEARN MORE
Or, get our E-guide
*
*
*
*
*
*
* 1
* 2
* 3
* 4
* Previous
* Next
*Testimonials reflect these clients' historical experiences with WealthForge's technology and regulatory compliance services and may not be representative of the experiences of all clients or with otherservices.
Testimonials are not a guarantee of future performance or success.REQUEST A DEMO
Contact us and a member of our sales team will be in touch to answer your questions and walk you through our solutions.CONTACT US
QUESTIONS?
Not sure if WealthForge has a solution to fit your needs? Take a look at our frequently asked questions to learn more.VIEW FAQS
ABOUT
* About WealthForge
* FAQs
* Press
* Careers
CONTACT
* Sales Inquiry
* Request a Demo
* Client Services
RESOURCES
* Blog
* Broker Registration* Regulation D
* Straight Through Processing| TERMS OF USE
WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC . Check the background of this firm on FINRA'sBrokerCheck .
Details
Copyright © 2024 ArchiveBay.com. All rights reserved. Terms of Use | Privacy Policy | DMCA | 2021 | Feedback | Advertising | RSS 2.0