Investor Lists

We will be covering Investor Lists and how to leverage them on your platform to reduce redundancies and effectively save time using this feature.

Video Transcript

The following areas of the platform will be covered:
Creating a dynamic and manual list
Using lists under Accounts
Using lists for E-Sign templates
Using lists to protect sensitive data on offers
Using lists to create unique landing pages for your platform

If you think about an elegant solution of keeping resources organized, being more efficient, and a manager that may not have the time or the team to manage 50 investors, you have to herd these cats, so to speak, into one area and get the deal done. I think WealthBlock is that solution.

Chris Shen

Founder, Revere

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