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
We have been with WealthBlock since they started their company. Their software has helped us grow our company from a small two person consulting firm into a multi city Investment Bank. More impressive than the software product is their people. Skilled in their crafts, professional presence, and just a good group of people. We have been very happy with our relationship with everyone at WealthBlock.
Michael Cavanaugh
Founder, Regiment