WealthBlocks
Get the most from your existing business infrastructure with modular solutions that can be deployed standalone or with other systems.
Investor CRM
Manage investor information and outreach from a single place
Keep capital raising, investor, and compliance teams on the same page.
Tailor account and contact fields to your business.
Manage lists and sales contacts for efficient outreach.
Trigger emails based on investor behaviors.
Offering Studio
Organize offering materials and manage access in a secure portal
Elevate your investor experience with a portal tailored to LP needs.
Tailor your offering design, content, and access.
Add documents, videos, presentations and images.
Schedule meetings and zoom calls within the platform.
Subscription Builder
Deliver a bespoke onboarding experience for investors
Eliminate manual errors and support the most sophisticated investor flows.
Use AI to automate field mapping and conditional logic.
Add custom workflow and form fields without using code.
Manage PDF generation, and electronic signature.
Workflow Manager
Manage investor contributions and distributions in a single place
Gain oversight into funding progress and payment status.
Automate payments via wire, ACH, check, credit card, crypto and more.
Track funds received against capital raising targets.
Monitor payment status, rejections and declines.
Report Center
Build custom investor dashboards and reports with a few clicks
Tailor reporting to meet the unique needs of different investor types.
Aggregate data from multiple sources and output dashboards in real-time.
Display custom views of portfolios and transactions.
Support advisors with multiple clients, individuals with multiple accounts, or institutions with multiple users.
Service Integrations
Robust APIs enable you to incorporate third-party solutions
into workflows
Streamline processes and automate tasks with best-of-breed solutions.
