AgencyBloc AMS+ vs. WealthBlock

WealthBlock

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
AgencyBloc AMS+	Score 9.2 out of 10	N/A	AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.	$105 per month
WealthBlock	Score 10.0 out of 10	Small Businesses (1-50 employees)	WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…	N/A

Pricing

AgencyBloc AMS+

WealthBlock

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
AgencyBloc AMS+	WealthBlock
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

$900 per installation

Additional Details

Plans are customized to the customer's insurance agency. AgencyBloc always provides: 24/7 access to stored data from anywhere on any device Unlimited, off-site storage & data backup every 4 seconds Security—HIPAA, bank-grade encryption, & two-step verification Dedicated onboarding & data migration specialist Customer support & help center with videos and step-by-step articles at no additional charge.

WealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.

More Pricing Information

Community Pulse
	AgencyBloc AMS+	WealthBlock
Top Pros	Pro Easy to use Pro Able to store Pro Customer service	Pro Ui ux Pro Customer service Pro Customer support
Top Cons	Minus Two step Minus Step process Minus Real time	Minus Not cheap Minus Quality service Minus Adding new features

Best Alternatives
	AgencyBloc AMS+	WealthBlock
Small Businesses	No answers on this topic	Dropbox DocSend Score 8.8 out of 10
Medium-sized Companies	No answers on this topic	Dropbox DocSend Score 8.8 out of 10
Enterprises	No answers on this topic	S&P Capital IQ Score 7.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	AgencyBloc AMS+	WealthBlock
Likelihood to Recommend	9.9 (2 ratings)	10.0 (1 ratings)
Likelihood to Renew	9.0 (1 ratings)	- (0 ratings)
Usability	10.0 (1 ratings)	- (0 ratings)
Support Rating	9.0 (1 ratings)	- (0 ratings)
Implementation Rating	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	AgencyBloc AMS+	WealthBlock
Likelihood to Recommend	AgencyBloc It is web based so you can access the system from anywhere. It is easy to customize Incentivized NK Neera Kuckreja V. President Read full review	WealthBlock Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool. Verified User Anonymous Read full review
Pros	AgencyBloc CRM SALES Customer Service data repository SM steven mikutel Information Technology Auditor Read full review	WealthBlock Superior UI/UX. Our LPs and staff love it. Very intuitive. Well thought out and integrated features and designs. Truly a one-stop solution. Great customer service. Very responsive. Fast deployment of new features and enhancement. Verified User Anonymous Read full review
Cons	AgencyBloc Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver. Incentivized NK Neera Kuckreja V. President Read full review	WealthBlock Compared to other LP portals, it is not cheap. As it's a new firm, time is needed to prove its performance consistency. Rapid release of new features and enhancement requires more training. Verified User Anonymous Read full review
Likelihood to Renew	AgencyBloc It works well. SM steven mikutel Information Technology Auditor Read full review	WealthBlock No answers on this topic
Usability	AgencyBloc it is generally easy to use and quiet effective. SM steven mikutel Information Technology Auditor Read full review	WealthBlock No answers on this topic
Support Rating	AgencyBloc great support SM steven mikutel Information Technology Auditor Read full review	WealthBlock No answers on this topic
Implementation Rating	AgencyBloc Not bad for a roll out. SM steven mikutel Information Technology Auditor Read full review	WealthBlock No answers on this topic
Alternatives Considered	AgencyBloc AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency Incentivized NK Neera Kuckreja V. President Read full review	WealthBlock WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process. Verified User Anonymous Read full review
Return on Investment	AgencyBloc Most Agency Management systems are expensive. AgencyBloc is really affordable. Incentivized NK Neera Kuckreja V. President Read full review	WealthBlock Saved at least $50,000+ a year by replacing other disjointed tools Dramatically improved our team productivity with a lot less human errors With increased efficiency, our team is expected to take on a lot more investors Verified User Anonymous Read full review
ScreenShots	AgencyBloc AMS+ Screenshots	WealthBlock Screenshots