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

Related Videos

WealthSign Demo

WealthSign is the first E-Sign solution designed entirely for Capital Raising. WealthSign was built to save time, grow with your team, and deliver a streamlined subscription automation process.

How WealthBlock Facilitates Investments Using a Self-Directed IRA with "Mind-Blowing" Speed

CalTier Realty Fund talks about WealthBlock's ease of use and how it's helping them streamline investing for investors using a self-directed IRA.

How Technology Turbocharges Real Estate Investing

CalTier Realty Fund talks technology and some of their new developments in the REIT space and international investing.

How To Break Through the Investment Glass Ceiling with a Technology Platform

CalTier Realty Fund discusses the impact of scaling a funding operation using a technology platform -- and the incredible cost savings.

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

Schedule a Demo

We'll unpack what you need and provide a solution!