WealthBlock has introduced a series of updates to its comprehensive platform designed for global asset managers. The new features aim to streamline and modernize key processes in capital raising, compliance, and investor relations, enhancing the platform’s utility for its users.
The enhancements to the platform are particularly focused on improving the investor onboarding experience. WealthBlock now offers custom onboarding flows that can cater to a wide variety of investor types, simplifying the process by converting legal documents into electronic signature-ready formats in just minutes. Additionally, the platform includes features for running compliance checks and tracking investor engagement activities, ensuring that asset managers can maintain regulatory compliance efficiently.
The platform’s investment marketing capabilities have also been expanded. Asset managers can now create custom investment presentations, manage secure data rooms with controlled access, and aggregate data from different tools, providing a unified source of information. This is aimed at helping firms better present their investment opportunities and manage investor relations.
For reporting, the platform provides an interactive dashboard that supports custom calculations and visualizations, facilitating seamless document distribution and comprehensive data aggregation. This feature is designed to enhance transparency and provide a clear overview of performance metrics and other critical data.
Trilliam Jeong, CEO of WealthBlock, emphasized that the upgrades are a direct response to the feedback from clients, addressing the challenges asset management firms face in onboarding and maintaining investor relationships. The all-in-one solution offered by WealthBlock aims to automate and simplify the onboarding, marketing, and reporting processes, allowing firms to concentrate on their core missions of raising capital and generating returns.
This update is part of WealthBlock’s ongoing effort to innovate and improve the user experience, keeping up with evolving regulatory and user needs. The platform’s enhancements are positioned to make it a leading solution for asset managers looking to modernize and streamline their operations.
Source: fintech.global
