FTAPI

FTAPI

FTAPI Software
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About

FTAPI is the Secure Data Workflow Platform for simple and flexible implementation, centralization and automation of sensitive data workflows. FTAPI is the integrated platform for the simple and flexible implementation, centralization and automation of sensitive data workflows. Based on our leading encryption technology, we enable organizations to securely and efficiently implement workflows with sensitive data. Regardless of whether it is about sending secure e-mails, simply sharing large files or processing incoming data in a structured and automated manner, with our optimally coordinated products we offer the right solution for all data transfer requirements from a single source. True end-to-end encryption based on our privately developed SecuPass technology. As easy as sending an email thanks to automatic key exchange. Minimal effort for maximum automation. Faster setup and configuration time thanks to automated processes.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies in need of a secure and easy data workflows and automation solution

Audience

VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • I don't like the website any longer because I couldn't login into my portal or reset my password. Am not happy that I cannot access find too.

Cons

  • I am an investor on the website since 2018. Lately, I don't like the website any longer because I couldn't login into my portal or reset my password. I have sent several messages to them but they failed to attend to my complaint up till now.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

FTAPI Software
Founded: 2010
Germany
www.ftapi.com

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
AIM

AIM

Altvia Solutions
eFront

eFront

eFront, a part of BlackRock

Categories

Virtual Data Room Supported

Categories

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Not Supported
Collaboration Not Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Not Supported
Due Diligence Management Not Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Not Supported
Secure Preview Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Investor Relations Features

Automated Reporting Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Supported
Deal & Acquisition Management Supported
Document Creation Supported
Document Management Supported
Electronic Signature Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
IR Website Builder Supported

Integrations

Calendly Not Supported
Docusign Not Supported
Dropbox Sign Not Supported
Google Analytics Not Supported
Google Data Studio Not Supported
Mailchimp Not Supported
Mangopay Not Supported
Onfido Not Supported
Plaid Not Supported
Stripe Not Supported
Twilio Not Supported
Vertalo Not Supported
Zapier Not Supported
Zoom Not Supported
tZERO Not Supported

Integrations

Calendly Supported
Docusign Supported
Dropbox Sign Supported
Google Analytics Supported
Google Data Studio Supported
Mailchimp Supported
Mangopay Supported
Onfido Supported
Plaid Supported
Stripe Supported
Twilio Supported
Vertalo Supported
Zapier Supported
Zoom Supported
tZERO Supported
Claim FTAPI and update features and information
Claim FTAPI and update features and information
Claim WealthBlock and update features and information
Claim WealthBlock and update features and information