How WealthBlock Complements Allvue with a Modern Investor Experience
Add a Branded, Automated LP Experience to Your Fund Admin Stack
If you're using Allvue, you’ve already invested in strong fund accounting and operational tools. But those platforms weren’t built for the LP experience.
WealthBlock fills the gap: branded investor portals, no-code onboarding workflows, CRM, and LP engagement tools, all designed to help you raise capital and strengthen relationships.
Your Investor Experience Is Your Edge
WealthBlock: Custom, branded, and automated, built to scale relationships.
Allvue: Back-office focused, built to manage data, not deliver LP engagement.
Schedule a Demo
We'll unpack what you need and provide a solution!
Funds
In Investor Commitments
Subscribed Investors
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.