Shop Talk: Alternatives and the need to automate the investing process

Currently, almost all alternative investments are processed manually — with paper documents mailed or faxed between sponsors, advisers and their investor clients — rather than electronically. That is done at a significant cost to all parties. Why have these processes not been automated? What kind of automation is possible? What would putting automation in the hands of advisers and investors mean to the use of alts and real assets in investment portfolios? Bill Robbins, CEO of WealthForge, explains the issue. (03/2019)
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