What users are saying about
4 Ratings
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Score 7 out of 100
1 Rating
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Score 10 out of 100

Attribute Ratings

  • WealthBlock is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

8.0

Nasdaq IR Insight

80%
1 Rating
10.0

WealthBlock

100%
1 Rating

Likelihood to Recommend

Nasdaq

IR Insight is well suited for tracking investor interactions and basic analytic/reporting needs.
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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.
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Pros

Nasdaq

  • User experience (device agnostic)
  • Innovation/frequent product updates
  • Responsive customer support
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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.
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Cons

Nasdaq

  • Data accuracy
  • Limited insight into trading activity
  • Limited email functionality/integration
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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.
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Pricing Details

Nasdaq IR Insight

Starting Price

Editions & Modules

Nasdaq IR Insight editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    WealthBlock

    Starting Price

    $0

    Editions & Modules

    WealthBlock editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Required $900

      Additional Details

      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.

      Alternatives Considered

      Nasdaq

      IR Insight is the most robust mobile friendly cloud-based solution we've seen. The competition is catching up but we've been pleased with the pace of innovation in the product.
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      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.
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      Return on Investment

      Nasdaq

      • Saves us countless hours of events management. Over the last three years we've gone from 2 sell-side analysts to 12 and more than doubled our IR related travel. IR Insight is critical in our day to day operations.
      • The integration with FactSet was a great addition...saved us $10K that would have been spent on a FactSet subscription.
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      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
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      Screenshots

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