The all-in-one platform modernises the investor onboarding, marketing and reporting functions into a user-friendly and efficient process that empowers asset managers to enhance capital raising, meet evolving compliance requirements and focus on generating returns for their clients.

Since its founding in 2018, WealthBlock has served more than 150 asset managers, helping them onboard more than 15,000 investors and raise more than $4 billion in capital. The platform delivers the most superior user experience, interface and functional design to support any workflow, investor journey or reporting that asset managers require to support investors.

WealthBlock’s white labelled platform is designed for growth-oriented global asset managers, as well as Venture Capital, Private Equity, and Real Estate firms. It automates, tracks, and simplifies subscription documents and eliminates error- prone practices that require a firm’s investors to manually fill in data - a constant source of consternation in the investment business. WealthBlock can set up a firm’s investor workflows in under 30 minutes and collaborates with fund administrators and compliance teams to ensure consistency across records and filings.

“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.”

WealthBlock has collaborated closely with clients to understand how they engage with the platform and used that feedback to drive innovation, provide an enhanced user experience and meet evolving user and regulatory requirements. As a result, WealthBlock offers the most robust solution for asset managers, including:

• Onboarding and e-sign functionality that helps firms avoid investor drop-outs caused by onboarding friction. WealthBlock creates custom onboarding flow(s) to accommodate any type of investor, including advisors with sub-investor accounts; high net worth investors with multiple entities and family members; institutions with users of various roles. Among many functions, WealthBlock converts any legal document into an e-sign ready format in minutes; runs compliance checks within the flow (Know Your Customer, Anti Money Laundering, Accreditation, Suitability, Non-Disclosure Agreements); and tracks investor engagement activities (e.g., clicks, page views, time, download).

• Investment Marketing function that allows firms to avoid wasting time chasing the wrong prospects. Among the many functions, WealthBlock creates custom investment presentations; presents documents in custom data rooms with access control (e.g. KYC/AML/E-sign NDA); aggregates data into single source of truth by combining all relevant tools (i.e. CRM, data room, Engagement Analytics, Email Automation, Sales Reporting); and tracks all engagement activities (e.g. open, click, doc view, download, e-sign).

• Investor Reporting capabilities that aim to avoid capital loss caused by investor frustration with an inefficient asset manager. Among its many functions, it creates an interactive dashboard 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 reporting.