From Questions to Solutions: Why a Reliable Tech Platform Partner is a Win-Win

CalTier Realty Fund discusses the value of having a responsive, reliable tech platform partner and why their team loves working with WealthBlock.

Video Transcript

Matt Belcher: You know, there's nothing. I mean, we've communicated with your tech team about a number of things. What I like about it is they come back and they go, "Ahhhh, yeah, we have questions." And then like a week later, they go, "You know what? We sat down, we talked about it. Where should we like that suggestion? "And then a week later and said that, I'm not saying they're going to do that about everything, but they literally put that in the next release. And that I we've probably had three things right now, a user flow back-end configuration for us and look and feel where we've suggested it. We've gone back and forth about the how's and why's, and then it just appeared in the like we've done it, we've done it for you. We've made it happen. You know, across everybody. I mean, that's, that's that's a pretty unique situation to be in with a platform partner.

AN OFFERING STATEMENT REGARDING THIS OFFERING HAS BEEN FILED WITH THE SEC. THE SEC HAS QUALIFIED THAT OFFERING STATEMENT, WHICH ONLY MEANS THAT THE COMPANY MAY MAKE SALES OF THE SECURITIES DESCRIBED BY THE OFFERING STATEMENT. IT DOES NOT MEAN THAT THE SEC HAS APPROVED, PASSED UPON THE MERITS OR PASSED UPON THE ACCURACY OR COMPLETENESS OF THE INFORMATION IN THE OFFERING STATEMENT. YOU MAY OBTAIN A COPY OF THE OFFERING CIRCULAR THAT IS PART OF THAT OFFERING STATEMENT FROM: https://www.sec.gov/Archives/edgar/data/1771232/000110465920128011/tm2036596d1_253g2.htm

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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

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