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
The WealthBlock team has been exceptional to work with as we build out our farmland investment platform. They have a deep understanding of our needs and have great tech to power our sites. The WealthBlock platform is set up to accommodate various investments and appreciate their willingness to work with new ventures to get them off the ground.
Steve Bruere
President, People's Company