Reporting & Dashboards
In this webinar we will be covering our Reporting & Dashboard building tools.
Video Transcript
As many of you have shifted from completing successful raises to the ongoing management of those raises, the ability to build out reports quickly and accurately, and instantly distribute these reports to investors, allows you to continue to scale your operations.
WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.
Hilary Mathis
Director of Marketing, FarmFundr