Monitor

Ensure compliance stakeholders can meet regulatory requirements with ease.

"WealthBlock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal."

Perry Schultz

Partner Operations, Ewing Morris

Activity Monitor

Track investor page views and completed documents.

Compliance Checks

Manage account access and disclosures on a per investor basis.

Compliance Dashboard

View completions for investor attestation, KYC and AML.

Security

SOC-2 compliant systems, secure links and 2-Factor Authentication.

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