WealthBlock

Check out WealthBlock featured in Buyouts, Five Ways Democratization is Changing Private Equity alongside #iCapital, #Ardian, and #FranklinTempleton. Capital raising is being disrupted, meet WealthBlock and break free from disjointed, siloed, processes—unify your value chain, streamline workflows, and unlock growth potential! #capitalraising #privateequity #privatemarkets #alts #pei https://lnkd.in/ezFqKabN

Is a Surge of Fresh Cash on the Horizon for Private Funds Raising Capital? While public equity markets are currently experiencing a favorable, risk-on environment and near-record index levels, private capital markets are facing challenges, in part due to high short-term interest rates. However, as the Fed gradually lowers the cost of capital, and risk capital begins to seek the higher returns that private markets offer, fund managers are preparing for a potential influx of cash into alternative investments. In this evolving landscape, it's essential for firms benefiting from this environment to be ready with streamlined investor engagement and onboarding processes. Are your competitors offering a smoother, more efficient investor experience by collaborating with the right vendors? #digitaltransformation #investorsatisfaction #buildyourbrand

We are honored to have been selected as the recipient of Wealth & Finance's award for the Best Investor Onboarding Streamlining Solutions Company of 2024. It is our mission to simplify the tedious subscription process for our private investment management clients and their investors. For more information on WealthBlock and the award: Wealth & Finance 2024 Award for Best Onboarding Streamlining Solutions Company #digitaltransformation #investorsatisfaction #buildyourbrand https://lnkd.in/eS9T_P7t

For Fund Managers, putting together an investor marketing, onboarding, and reporting solution using multiple internal methods and 3rd party software products may seem like the optimal solution but this diagram depicts the typical result. What happens when one or more pieces need to be replaced??? All-in-one platforms are far more efficient and elegant...and less expensive. #digitaltransformation #investorsatisfaction #buildyourbrand

Paper map usage is at an all-time low given the ubiquity of phones with GPS. In the same way for fund managers, attaching documents to investor communications is dwindling given the ability to send trackable links instead. Trackable links provide Investor Relations with valuable insight into customer behavior. Time to trash paper and securely connect investors to their information and yours? #digitaltransformation #investorsatisfaction #buildyourbrand

Choices. Life is filled with them. And they are good to have until you find you've selected the wrong one. If that happens with your fund administrator, wouldn't it be nice not to be reliant on their investor reporting portal? If you had your own investor portal, that would be the case. WealthBlock white label investor portal is #1. #digitaltransformation #investorsatisfaction #buildyourbrand

Common threads? Like ice cream, all private investment firms share some production methods. Yet, each and every firm also employs their own unique workflows. Does your (fund administrator provided) investor portal FULLY support your exact workflows? Only a fully customizable solution will be flexible enough to support your needs. And investors will notice..... What's your flavor? #digitaltransformation #investorsatisfaction #buildyourbrand

Embrace your brand. It is important to use products and services that don't muddy your message by displaying phrases like "Powered by ...." or "Sent on behalf of ....". Choose your vendors carefully and spend wisely. Please check us out. #digitaltransformation #investorsatisfaction #buildyourbrand

Patience is in short supply these days. Investors want to make their alternative investments with a minimum of disruption to their routine. Providing them with an efficient way to allocate to your fund will go a long way towards winning their favor. #onboardingautomation #digitaltransformation #investorsatisfaction

RIA's are Wall Street's new pot of gold at the end of the rainbow, but you'll need automation to process the order flow. Are you ready? #DigitalTransformation #SeamlessIntegration #OnBoardingAutomation