Investor Onboarding & Subscription E-Signing
Deliver a streamlined and custom onboarding experience to your investors of all types. Unlimited flexibility allows our platform to support the most sophisticated investor flows, regardless of complexity. This is a must-have if you support wealth advisors with investor clients, institutions with multiple users, and high-net-worth individuals investing via multiple accounts.
Build E-Sign Templates
Convert any legal document into an e-sign-ready format in minutes with our AI-driven e-sign builder, which automates field mapping and supports advanced conditional logic.
Create Custom Onboarding Flows
With our no-code modular steps, you can accommodate any investor type and operational workflow. E.g. allow wealth advisors to guide & manage their investors along the journey; allow individuals to invest via multiple types of accounts; allow institutions to assign different privileges to different internal users. Our platform flexibility meets the needs of any workflow, ask us how!
Create Custom Questionnaires
Create custom questionnaires to collect data, triage investors dynamically, and pre-populate documents. The more complex your data workflows are, the more you will like our platform. Just ask us how!
Run Compliance Checks
Anywhere within the flow, you can run built-in compliance checks such as KYC, AML, and Accreditation checks, or create self-defined suitability checks. We can also connect to your preferred vendors. Just ask!
Trusted by 130+ Investment Platforms
We have been with WealthBlock since they started their company. Their software has helped us grow our company from a small two person consulting firm into a multi city Investment Bank. More impressive than the software product is their people. Skilled in their crafts, professional presence, and just a good group of people. We have been very happy with our relationship with everyone at WealthBlock.
Michael Cavanaugh
Founder, Regiment