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

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.

Hilary Mathis

Director of Marketing, FarmFundr

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We'll unpack what you need and provide a solution!