How WealthBlock Complements Affinity with a Scalable Investor Experience
Affinity maps relationships. WealthBlock turns them into commitments.
Affinity helps you identify warm intros and track conversations, great for sourcing and relationship intelligence. But it stops short when it's time to onboard LPs, deliver updates, and manage investor experiences.
WealthBlock fills that gap.
A branded investor experience layer that turns early interest into invested capital with automated onboarding, personalized dashboards, and real-time engagement tools.
Your Investor Experience Is Your Edge
WealthBlock: Branded, automated, and scalable, built to convert relationships.
Affinity: Relationship intelligence, built to source, not onboard or engage LPs.
Book a Consultation
We’ll show you how to modernize your LP experience without replacing your fund admin system.
Compare eFront vs. Fundwave vs. SS&C Geneva vs. Investran
Comparing Fund Admin Systems? Here’s How the Top Tools Stack Up. And What Most GPs Overlook
GPs evaluating systems like eFront, Geneva, Investran, and Fundwave are asking the right question: “Which platform handles our accounting and reporting needs best?”
Most GPs choose a fund admin system thinking it will solve investor operations.
It doesn’t. It solves accounting, not engagement.
What These Platforms Handle, and What They Don’t
Each of these fund admin systems does what it was built for:
- Managing the general ledger
- Running capital calls
- Generating investor reports
- Ensuring compliance workflows
But none were designed to deliver a modern, branded LP experience.
That’s why many GPs, after selecting their core fund admin stack, realize they’re missing the front-end infrastructure to onboard LPs smoothly, communicate clearly, and build lasting trust.
Before you finalize, ask:
Your Investor Experience Is Your Edge
WealthBlock: Branded, automated, and scalable, built to convert relationships.
Affinity: Relationship intelligence, built to source, not onboard or engage LPs.
Are you evaluating the right category of tools?
Most GPs compare platforms like eFront and Fundwave assuming they cover investor operations. But they don’t. They were built for the back office, not for LP trust, transparency, or onboarding.
Before you choose, ask:
Which category of system actually grows investor confidence?
Discover why one category is outperforming the rest.
Accounting Software ≠ Investor Experience
Choosing a fund admin platform solves your back-office workflows.
But what about the front?
- What happens when LPs need to onboard fast across multiple SPVs?
- Or when investor updates get buried in static PDFs?
- Or when your next raise depends on personalized re-engagement?
Most firms hit these friction points after they’ve bought a fund admin tool, when it's too late to fix.
Before you finalize, ask:
Are you evaluating the right category of investor operations platform?
Cobbled Point Solutions vs Fund Admin-Led Tool Stack vs Investor OS
What’s Often Missing?
Fund Admin Solves the Back Office. But LPs Live in the Front.
Tools like eFront, Geneva, Fundwave, and Investran are built to manage capital. But they’re not built to convert it.
That’s where most GPs hit friction:
- Onboarding delays for first-time LPs
- Static reports that don’t answer investor questions
- Missed capital calls due to email fragmentation
- Portals that feel like afterthoughts
These aren’t just inefficiencies. They quietly erode trust, slow down raises, and hurt re-ups.
That’s Why GPs Add an Investor OS
After choosing their fund admin system, leading firms add a front-end layer that’s purpose-built for LP experience and engagement:
- Branded investor portals
- AI-powered onboarding flows
- Real-time dashboards and K-1 delivery
- CRM and email automation for re-engagement
WealthBlock Works With Your Stack
Your operations run in the back. Your LPs see the front.
WealthBlock brings that front into focus, without changing your fund admin.
Not Sure What’s Missing in Your LP Experience?
Before You Commit — See How Investor OS Complements Fund Admin
Book a Consultation
We’ll show you how to modernize your LP experience without replacing your fund admin system.
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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.