WealthForge has announced that Altigo, its electronic processing platform for alternative investments, has integrated with Redtail, a customer relationship management solution used in the financial services industry. The API integration will allow representatives and advisers to pre-populate fields in Altigo’s digital order entry process with investor information stored in Redtail, reducing subscription time to as little as five minutes.
“Our goal with Altigo is to make the investment process as seamless as possible. In order to do that, we are taking every opportunity we can to remove manual data entry, which is time-consuming and can be prone to errors,” says Bill Robbins, CEO of WealthForge. “By integrating with CRM platforms like Redtail, we’re enabling financial representatives to make alternative investment transactions with unprecedented ease, freeing up more time for them to spend with their cl