WealthBlock has launched significant upgrades to its platform, revolutionising investor onboarding, marketing, and reporting for global asset managers. Designed for venture capital, private equity, and real estate firms, the enhanced all-in-one solution automates workflows, ensuring efficiency and compliance.
WealthBlock, a pioneering platform that simplifies capital raising, investment marketing, and investor management for asset managers worldwide, has announced significant upgrades to its flagship offering. The revamped platform integrates investor onboarding, marketing, and reporting functions into a seamless, user-friendly process designed to boost efficiency and drive capital-raising efforts.
Since its inception in 2018, WealthBlock has been at the forefront of innovation in the asset management sector. With over 150 asset managers onboard and more than $4 billion in capital raised, WealthBlock continues to deliver an exceptional user experience through its superior interface and functional design.
Transforming investor workflows
WealthBlock’s new functionality is designed for growth-oriented global asset managers, including venture capital, private equity, and real estate firms. By automating and error-proofing the entire onboarding, marketing, and reporting processes, the platform enables asset managers to focus on their core mission of raising capital and generating returns for their clients. WealthBlock can establish a firm’s investor workflows in under 30 minutes, supporting any workflow, investor journey, or reporting requirement.
“We founded WealthBlock after hearing for years about the frustrations asset management firms faced in onboarding customers and maintaining their confidence and favour,” said Trilliam Jeong, CEO of WealthBlock. “As we continue to invest in our platform, we are giving our clients an all-in-one solution that provides the data analytics, attention to detail and ease of engagement they need to automate and error-proof the entire onboarding, marketing, and reporting processes. By helping these firms digitise and customise these operations in mere minutes, we are empowering them to simplify activities so they can focus on their core mission of raising capital and generating returns for their customers.”
Comprehensive features for enhanced efficiency
The upgraded WealthBlock platform offers a suite of features aimed at transforming the asset management process:
- Streamlined onboarding and e-sign functionality: WealthBlock’s onboarding capabilities help firms avoid investor drop-outs caused by onboarding friction. The platform can accommodate any type of investor, including advisors with sub-investor accounts, high-net-worth investors with multiple entities and family members, and institutions with users in various roles. WealthBlock converts any legal document into an e-sign-ready format in minutes, conducts compliance checks within the flow (e.g., Know Your Customer, Anti-Money Laundering, Accreditation, Suitability, Non-Disclosure Agreements), and tracks investor engagement activities.
- Advanced investment marketing tools: WealthBlock’s marketing functions enable firms to avoid wasting time chasing the wrong prospects. The platform creates custom investment presentations, presents documents in custom data rooms with access control, aggregates data into a single source of truth by combining relevant tools (e.g., CRM, data room, Engagement Analytics, Email Automation, Sales Reporting), and tracks all engagement activities.
- Robust investor reporting capabilities: WealthBlock aims to prevent capital loss caused by investor frustration with inefficient asset managers. The platform creates interactive dashboards with custom calculations, datasets, and visualisations, distributes documents seamlessly with auto-notifications and engagement tracking, and aggregates all sources of data into one place for comprehensive reporting.
Client collaboration and continuous innovation
WealthBlock’s commitment to innovation is driven by close collaboration with its clients. By understanding how asset managers engage with the platform, WealthBlock continually refines its offerings to meet evolving user and regulatory requirements. The platform’s white-labelled solution ensures consistency across records and filings by working with fund administrators and compliance teams.
WealthBlock’s enhancements position it as the most robust solution for asset managers looking to digitise and customise their workflows, ultimately improving efficiency and focusing on capital-raising and investor satisfaction.
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