WealthBlock vs. InvestorVision
More Than Just Reporting — Built for LP Engagement
InvestorVision™ (by SS&C Intralinks) is a secure, white‑label investor portal used by thousands of GPs for document sharing, capital calls, ILPA‑standard reporting, and LP access across multiple funds. It’s reliable for fund data transparency, but geared primarily toward post-close reporting workflows.
WealthBlock, by contrast, is built specifically for the LP experience: branded investor portals, AI-driven onboarding, real-time dashboards, subscription logic, and CRM automation, powerful tools designed to help GPs raise capital, foster LP confidence, and retain investors across asset classes.
Your Brand Leads the Engagement
WealthBlock: Custom, branded, and automated, built to convert, engage, and retain LPs
InvestorVision™: Robust for reporting and document delivery, but built to inform, not engage
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Funds
Subscribed Investors
In Investor Commitments
Trusted by 140+ Investment Platforms
The need for effective and efficient fundraising
Investors want a digital, tailored private fund experience, but manual processes and inadequate solutions make it hard for GPs to deliver. WealthBlock's AI-powered platform adapts to the unique needs of each GP to deliver a customized investor experience.
Acquiring, onboarding and retaining investors, simplified
WealthBlock’s AI-powered platform helps GPs elevate their investor experience, access new channels for capital, and improve operational efficiency.
Plug and Play
Get the most from your infrastructure with modular solutions.
Easy to Deploy
Deploy new funds within hours using a configurable workflow and AI.
GPs Come First
With Wealthlock you own your data and LP relationships.
Adaptable
WealthBlock allows you to personalize the experience.
Elevate every investor experience
Access new sources of capital, and realize operational efficiencies
More than 750 funds have raised more than $3B in capital from over 53,000 investors using WealthBlock. With our AI-powered platform, private fund managers in venture capital, private equity, and commercial real estate can elevate the investor experience, access new capital channels, and improve operational efficiency.