Related Products
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About
Our approach provides an immersive experience for investors and analysts while greatly reducing the workload for issuers. From mind-blowing designs to data-driven content strategy, your investors will be engaged in the experience. All our investor relations websites are built to ADA WCAG 2.1 AA, GDPR, CCPA, HTTPS secure, and also mobile responsive. You will enjoy the industry's only proactive client services that are both 24/7 and 100% U.S. based. Additionally, the Equisolve control environment is SOC 2 Type II audited and we support single sign-on (SAML) and multi-factor authentication while boasting the fastest and most reliable global infrastructure of any IR Website vendor as verified by an independent third party. All IR websites are designed and developed to be fully compliant with SEC regulations and exchange rules. That's the easy part, what sets us apart is our unique approach to content strategy and design.
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About
WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits:
1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc.
2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication.
3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors and companies interested in a provider of compliant investor relations websites
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Audience
VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEquisolve
Founded: 2006
United States
www.equisolve.com/ir-websites
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Company InformationWealthBlock
Founded: 2018
United States
wealthblock.ai/
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Categories |
Categories |
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Investor Relations Features
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
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Integrations
Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
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Integrations
Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
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