Monitor
Ensure compliance stakeholders can meet regulatory requirements with ease.
Activity Monitor
Track investor page views and completed documents.
Compliance Checks
Manage account access and disclosures on a per investor basis.
Compliance Dashboard
View completions for investor attestation, KYC and AML.
Security
SOC-2 compliant systems, secure links and 2-Factor Authentication.
WealthBlock is an exceptional partner, helping us transform our client experience with their customizable platform.
Jennifer Shields
Chief Organizational Officer
