WealthBlock

WealthBlock

1.0 out of 5 stars
MSCI WealthBlock

Related Products

  • Intelex
    4.2 out of 5 stars 199 Ratings
    Visit Website for Intelex
  • Nasdaq Metrio
    4.5 out of 5 stars 14 Ratings
    Visit Website for Nasdaq Metrio
  • D&B Finance Analytics
    4.2 out of 5 stars 802 Ratings
    Visit Website for D&B Finance Analytics
  • HSI Donesafe
    4.7 out of 5 stars 185 Ratings
    Visit Website for HSI Donesafe
  • D&B Risk Analytics
    4.4 out of 5 stars 81 Ratings
    Visit Website for D&B Risk Analytics
  • Sharesight
    4.0 out of 5 stars 566 Ratings
    Visit Website for Sharesight
  • Planview Portfolios
    4.2 out of 5 stars 200 Ratings
    Visit Website for Planview Portfolios
  • Planview Software Product Delivery
    5.0 out of 5 stars 2 Ratings
    Visit Website for Planview Software Product Delivery
  • ZenTreasury
    4.9 out of 5 stars 9 Ratings
    Visit Website for ZenTreasury
  • Predict360
    4.7 out of 5 stars 18 Ratings
    Visit Website for Predict360
MSCI:

About

MSCI is a financial data, investment analytics, and risk management platform that helps institutional investors and financial organizations make informed investment decisions. The company provides global market indexes, portfolio analytics, risk modeling, sustainability research, and investment intelligence across public and private asset classes. Its analytical tools enable users to evaluate portfolio performance, measure investment exposures, assess market risks, and develop data-driven investment strategies. MSCI offers specialized solutions for equity and fixed income investing, private markets, real estate, wealth management, and climate risk analysis. AI-powered capabilities support portfolio research, scenario modeling, risk monitoring, and the analysis of complex financial datasets. The platform also provides interactive dashboards, customizable reporting, financial data feeds, and APIs that integrate investment intelligence.
WealthBlock:

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.
MSCI:

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
WealthBlock:

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
MSCI:

Audience

Institutional investors, asset managers, hedge funds, pension funds, wealth management firms, financial advisors, banks, insurance companies, portfolio managers, investment analysts, risk management professionals, private equity firms, real estate investors, sustainability analysts, and financial institutions seeking investment analytics, market indexes, portfolio risk modeling, financial data, investment research, and enterprise portfolio management solutions
WealthBlock:

Audience

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

Support

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

Support

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

API

Offers API Supported
WealthBlock:

API

Offers API Supported
MSCI:

Screenshots and Videos

No images available
WealthBlock:

Screenshots and Videos

MSCI:

Pricing

No information available.
Free Version Supported
Free Trial Not Supported
WealthBlock:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
MSCI:

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:

Review this Software
WealthBlock:

Reviews/Ratings

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

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.
MSCI:

Training

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

Training

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

Company Information

MSCI
Founded: 1998
United States
www.msci.com
WealthBlock:

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/
MSCI:

Alternatives

Dynamo Software

Dynamo Software

4.3 out of 5 stars
WealthBlock:

Alternatives

Dynamo Software

Dynamo Software

4.3 out of 5 stars
MSCI:
Allvue

Allvue

Allvue Systems
WealthBlock:
MSCI:
WealthBlock:
Allvue

Allvue

Allvue Systems
MSCI:
AlternativeSoft

AlternativeSoft

4.8 out of 5 stars
WealthBlock:
AIM

AIM

Altvia Solutions
MSCI:
Confluence

Confluence

Confluence Technologies
WealthBlock:
eFront

eFront

eFront, a part of BlackRock
MSCI:

Categories

WealthBlock:

Categories

WealthBlock:

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

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
MSCI:

Integrations

Calendly Not Supported
Docusign Not Supported
Dropbox Sign Not Supported
First Street Supported
Gemini Supported
Google Analytics Not Supported
Google Data Studio Not Supported
MSCI Real Estate Enterprise Analytics Supported
Mailchimp Not Supported
Microsoft Copilot Supported
Model Context Protocol (MCP) Supported
Onfido Not Supported
Plaid Not Supported
Stripe Not Supported
Total Plan Manager Supported
Twilio Not Supported
Vertalo Not Supported
Zapier Not Supported
Zoom Not Supported
tZERO Not Supported
WealthBlock:

Integrations

Calendly Supported
Docusign Supported
Dropbox Sign Supported
First Street Not Supported
Gemini Not Supported
Google Analytics Supported
Google Data Studio Supported
MSCI Real Estate Enterprise Analytics Not Supported
Mailchimp Supported
Microsoft Copilot Not Supported
Model Context Protocol (MCP) Not Supported
Onfido Supported
Plaid Supported
Stripe Supported
Total Plan Manager Not Supported
Twilio Supported
Vertalo Supported
Zapier Supported
Zoom Supported
tZERO Supported
MSCI:
Claim MSCI and update features and information
Claim MSCI and update features and information
WealthBlock:
Claim WealthBlock and update features and information
Claim WealthBlock and update features and information