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About
Investor feedback and intelligence is of utmost strategic value. Use data analysis to leverage this knowledge efficiently and autonomously. Leverage NLP and machine learning tools to simplify your understanding on investor data. Identify, target and construct a long-term shareholder base with proprietary data. Involve your board and top management thanks to a transparent & collaborative solution. Collect, classify and analyse all your investor feedbacks. Interpret investor perceptions and expectations through powerful data visualisation tools. Facilitate the traceability of investor data. Spot trends and issues amongst your investor base. Get a complete and true investor profiling which allows you to build a complete and accurate picture of your targeting. Predictive analysis allows you to improve your perceptions of existing or new investors and differentiate your equity story.
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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
Businesses wanting to boost their investor relations with data analytics
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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 InformationPraexo
Founded: 2019
France
praexo.com
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Company InformationWealthBlock
Founded: 2018
United States
wealthblock.ai/
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Alternatives |
Alternatives |
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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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