Investor Lists
We will be covering Investor Lists and how to leverage them on your platform to reduce redundancies and effectively save time using this feature.
Video Transcript
The following areas of the platform will be covered:
Creating a dynamic and manual list
Using lists under Accounts
Using lists for E-Sign templates
Using lists to protect sensitive data on offers
Using lists to create unique landing pages for your platform
We recently partnered with Wealthblock to develop and launch a client portal tailored to our specific needs. Our primary goal was to provide our clients with a seamless way to view their investments and access a secure document center. Wealthblock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences, with customized functionalities unique to our business. One of the standout features they helped us implement was the ability to calculate a combined, multi-fund, IRR (internal rate of return), which was a significant project for us. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal.Deji and his team have been exceptional in their responsiveness, always quick to address any questions we had. They dedicated a great deal of time to ensure we received exactly what we needed. We are very pleased with the results and recommend Wealthblock for their expertise and outstanding service.
.png)
Perry Schultz
Partner Operations, Ewing Morris