How WealthBlock Makes Issuers' Lives Easier

Smart Crowdfunding provides candid feedback on the WealthBlock platform and describes how it makes issuers' lives easier.

Video Transcript

Shane Liddell: Let's talk about WealthBlock. Look, I've always liked your platform. I've been a champion of the platform from the first demo you gave me, quite some time back Seth, and I've had another one since then, because I like to keep updated on what's going on. Look, I believe the differentiator with platforms is, you know, what are you offering the issuer within the platform? And you're a modeling guy too Seth, I know this and you'll understand that if you make the issuer's life easier within the dashboard. You're not having them here, there, this platform, and, oh, let's use this and let's go to Facebook and blah, blah, blah, blah, blah. So you can build a tool kit within a platform. I know, you guys are doing that. And I've seen some of these things that you're rolling out. I, as I said, I've been a champion of your platform purely because of the angle that you're taking in what I've just mentioned, that you're building in some of these issuer tools into the platform, whether that's through API or . . .

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We recently partnered with Wealthblock to develop and launch a client portal tailored to our specific needs. Our primary goal was to provide our clients with a seamless way to view their investments and access a secure document center. Wealthblock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences, with customized functionalities unique to our business. One of the standout features they helped us implement was the ability to calculate a combined, multi-fund, IRR (internal rate of return), which was a significant project for us. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal.Deji and his team have been exceptional in their responsiveness, always quick to address any questions we had. They dedicated a great deal of time to ensure we received exactly what we needed. We are very pleased with the results and recommend Wealthblock for their expertise and outstanding service.

Perry Schultz

Partner Operations, Ewing Morris

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