From Questions to Solutions: Why a Reliable Tech Platform Partner is a Win-Win
CalTier Realty Fund discusses the value of having a responsive, reliable tech platform partner and why their team loves working with WealthBlock.
Video Transcript
Matt Belcher: You know, there's nothing. I mean, we've communicated with your tech team about a number of things. What I like about it is they come back and they go, "Ahhhh, yeah, we have questions." And then like a week later, they go, "You know what? We sat down, we talked about it. Where should we like that suggestion? "And then a week later and said that, I'm not saying they're going to do that about everything, but they literally put that in the next release. And that I we've probably had three things right now, a user flow back-end configuration for us and look and feel where we've suggested it. We've gone back and forth about the how's and why's, and then it just appeared in the like we've done it, we've done it for you. We've made it happen. You know, across everybody. I mean, that's, that's that's a pretty unique situation to be in with a platform partner.
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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.
Perry Schultz
Partner Operations, Ewing Morris