Onboard
Reduce time to close with a seamless workflow from offering to investment.
Data Rooms
Organize documents and manage permissions for sensitive information.
Digital Subscription E-Sign
Eliminate errors and speed time to close using online subscription workflows.
KYC/AML Checks
Manage and monitor KYC/AML status for accounts and users.
Payment Automation
Easily accept ACH and Credit Cards, with options for Escrow and recurring payments.
WealthBlock saves time and improves the investing experience by allowing family offices to manage client subscriptions and documents.
Leonardo Rostoker
Chief Financial Officer
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