Our in platform compliance ready tools have built in Auditing, Income Verification, Q&A forums, and much more to guide you through your FINRA Audit.
Robust API capabilities which enable you to streamline processes, automate tasks, and enhance your team's efficiency. Integrate with our in-house Fund Admin, Payment Processor, and more!
Customize investor workflows to meet your income verification standards. Complete KYC / AML checks anywhere in the flow required, and Authenticate emails on entry. Our platform flexibility meets the needs of any workflow, ask us how!
Bring together past distributions, investor profiles, and performance metrics into a centralized hub, ensuring a comprehensive view of your organization's history. Gain a competitive edge on a full solution for your continued fundraising efforts.
Easily tailor your investor intake questionnaire to meet your organizations compliance needs. Building a streamlined intake process? No problem, our features make it easy to update questions based on your data entry requirements with our easy to use field generator.
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.