ReportWa vs. WealthBlock

WealthBlock

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
ReportWa	Score 6.4 out of 10	N/A	ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse…	N/A
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

ReportWa

WealthBlock

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
ReportWa	WealthBlock
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

$900 per installation

Additional Details

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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
	ReportWa	WealthBlock

Best Alternatives
	ReportWa	WealthBlock
Small Businesses	Dropbox DocSend Score 9.9 out of 10	Dropbox DocSend Score 9.9 out of 10
Medium-sized Companies	Dropbox DocSend Score 9.9 out of 10	Dropbox DocSend Score 9.9 out of 10
Enterprises	S&P Capital IQ Score 8.0 out of 10	S&P Capital IQ Score 8.0 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	ReportWa	WealthBlock
Likelihood to Recommend	6.4 (1 ratings)	10.0 (1 ratings)

User Testimonials
	ReportWa	WealthBlock
Likelihood to Recommend	Hexaview Technologies Inc. Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word Incentivized MS Manas Singh IT Architect 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	Hexaview Technologies Inc. Automate generation of reports User Intuitive customizable dashboard Drag and drop ability for cutomization one click publish and distribute reports Integration with Microsoft Word and Excel Marketing and Sales report Distribution through email Role based access to dashboards Incentivized MS Manas Singh IT Architect 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	Hexaview Technologies Inc. Provide support for custom script Self service for business users can be improved Support to configure data models to be consumed by ML Incentivized MS Manas Singh IT Architect 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
Alternatives Considered	Hexaview Technologies Inc. Light weight and cheap compared to other vendor solution. Does the job. Incentivized MS Manas Singh IT Architect 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	Hexaview Technologies Inc. Improved productivity by 60 percent Monetization of data Insights through proper Visualization and reporting Multiple data connectors Report distribution Incentivized MS Manas Singh IT Architect 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	ReportWa Screenshots	WealthBlock Screenshots