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.
If you think about an elegant solution of keeping resources organized, being more efficient, and a manager that may not have the time or the team to manage 50 investors, you have to herd these cats, so to speak, into one area and get the deal done. I think WealthBlock is that solution.
Chris Shen
Founder, Revere