WealthBlocks

Get the most from your existing business infrastructure with modular solutions that can be deployed standalone or with other systems.

Investor CRM

Keep capital raising, investor, and compliance teams on the same page.

Tailor account and contact fields to your business.

Manage lists and sales contacts for efficient outreach.

Trigger emails based on investor behaviors.

Elevate your investor experience with a portal tailored to LP needs.

Tailor your offering design, content, and access.

Add documents, videos, presentations and images.

Schedule meetings and zoom calls within the platform.

Eliminate manual errors and support the most sophisticated investor flows.

Use AI to automate field mapping and conditional logic.

Add custom workflow and form fields without using code.

Manage PDF generation, and electronic signature.

Gain oversight into funding progress and payment status.

Automate payments via wire, ACH, check, credit card, crypto and more.

Track funds received against capital raising targets.

Monitor payment status, rejections and declines.

Tailor reporting to meet the unique needs of different investor types.

Aggregate data from multiple sources and output dashboards in real-time.

Display custom views of portfolios and transactions.

Support advisors with multiple clients, individuals with multiple accounts, or institutions with multiple users.

Streamline processes and automate tasks with best-of-breed solutions.