We understand how important subscription document is to your business, this is why we have streamlined our E-Signature capabilities to easily create and manage subscription documents, while ensuring that your investors have a simplified approach when it comes time to sign.
Create customized reports and dashboards for transaction data, by bringing all your data together to build investor portfolios, distribute statements and much more! Our tool allows real-time data syncing to stay on top of investor and fund performance.
Store and organize documents for investors and funds in one secure location. Bring your data center to investors and prospects fingertips! Our simple setup allows your team to communicate updates to your contacts by providing a centralized way to review pitch decks, financial reports, and legal documents.
WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.
Director of Marketing, FarmFundr