WealthForge announced Altigo, the firm’s electronic order entry and subscription processing platform for alternative investments, has plans to create a series of focus groups designed to capture user feedback to help prioritize feature set development and optimize the platform. A select group of RIA, BD and sponsor users will be invited to participate and help shape the future of the product.
The first session was last week and included Box Financial, CAVRIA Advisors, Durbin Bennett Wealth Advisors, Insight Investment Advisers, MJP Wealth Advisors and Sera Capital among the initial participants. The Altigo product team outlined upcoming enhancements on the roadmap and gathered real-time feedback around what matters most to RIA users. Features including expanded sort, filter and comparison tools, third party due diligence reports and other integrations, and nonsubscription workflows such as redemptions, PPM distribution and tracking, and change of address were discussed.
