Investor Onboarding & Subscription E-Signing
Deliver a streamlined and custom onboarding experience to your investors of all types. Unlimited flexibility allows our platform to support the most sophisticated investor flows, regardless of complexity. This is a must-have if you support wealth advisors with investor clients, institutions with multiple users, and high-net-worth individuals investing via multiple accounts.
Build E-Sign Templates
Convert any legal document into an e-sign-ready format in minutes with our AI-driven e-sign builder, which automates field mapping and supports advanced conditional logic.
Create Custom Onboarding Flows
With our no-code modular steps, you can accommodate any investor type and operational workflow. E.g. allow wealth advisors to guide & manage their investors along the journey; allow individuals to invest via multiple types of accounts; allow institutions to assign different privileges to different internal users. Our platform flexibility meets the needs of any workflow, ask us how!
Create Custom Questionnaires
Create custom questionnaires to collect data, triage investors dynamically, and pre-populate documents. The more complex your data workflows are, the more you will like our platform. Just ask us how!
Run Compliance Checks
Anywhere within the flow, you can run built-in compliance checks such as KYC, AML, and Accreditation checks, or create self-defined suitability checks. We can also connect to your preferred vendors. Just ask!
Trusted by 130+ Investment Platforms
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.
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Perry Schultz
Partner Operations, Ewing Morris