WealthBlock has unveiled a raft of changes to its all-in-one platform for global asset managers.
The updated product is set to empower asset managers to enhance their capital-raising efforts, meet evolving compliance requirements, and focus more on generating returns for their clients.
This aligns with WealthBlock’s mission to modernise the investor onboarding, marketing, and reporting processes into a user-friendly and efficient system.
The upgraded platform enhances the investor onboarding process by creating custom onboarding flows to accommodate any type of investor.
It converts any legal document into an e-sign ready format in minutes, runs compliance checks, and tracks investor engagement activities.
The platform’s investment marketing function allows firms to create custom investment presentations, manage data rooms with access control, and aggregate data from various tools to provide a single source of truth.
Additionally, the investor reporting capabilities offer an interactive dashboard with custom calculations and visualisations, seamless document distribution, and comprehensive data aggregation for reporting.
WealthBlock has continuously collaborated with clients to understand their needs and drive innovation. This close collaboration has enabled WealthBlock to provide an enhanced user experience that meets evolving user and regulatory requirements, making it the most robust solution for asset managers.
Trilliam Jeong, CEO of WealthBlock, said, “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.”
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