WealthBlock, a platform that helps global asset managers with investor management, investment marketing, and capital raising, has upgraded its flagship product.
With the help of the integrated platform, investor onboarding, marketing, and reporting are modernised into a simple and effective process that enables asset managers to improve capital raising, adhere to changing regulatory requirements, and concentrate on producing returns for their customers.
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Since its establishment in 2018, WealthBlock has assisted over 150 asset managers in onboarding over 15,000 investors and raising over $4bn in funding.
In order to support asset managers’ workflows, investor journeys, and reporting needs, the platform attempts to offer the best possible user experience, interface, and functional design.
Growth-oriented global asset managers, along with venture capital, private equity, and real estate enterprises, are the target market for WealthBlock’s white-labelled platform. It eradicates error-prone procedures that need a firm’s investors to manually fill in data—a continual cause of frustration in the investment industry—and automates, tracks, and streamlines subscription documents.
Moreover, WealthBlock works with fund managers and compliance teams to guarantee consistency across records and filings, and it permits setting up a firm’s investor workflows in less than thirty minutes.
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By GlobalDataWealthBlock has worked closely with customers to learn how they use the platform. The company has then leveraged their feedback to drive innovation, improve user experience, and comply with changing legal and user requirements.
Consequently, WealthBlock provides asset managers with the most comprehensive solution, which includes:
- Onboarding and e-sign functionality to prevent investor dropouts. It converts legal documents into e-signs, runs compliance checks, and tracks investor engagement activities, ensuring smoother onboarding for various types of investors;
- Investment marketing function that streamlines prospect acquisition by creating custom presentations, presenting documents in secure data rooms, aggregating data using various tools, and tracking engagement activities, and
- The system offers investor reporting features to prevent capital loss due to inefficient asset management, including interactive dashboards, seamless document distribution, and data aggregate.
Trilliam Jeong, CEO of WealthBlock stated: “We founded WealthBlock after hearing for years about the frustrations asset management firms faced in onboarding customers and maintaining their confidence and favour. 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.”
