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…
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OneSumX
Score9 out of 10
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OneSumX, from Wolters Kluwer, is a product line providing compliance management, risk management, and financial crime control.
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Pricing
WealthBlock
OneSumX
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
WealthBlock
OneSumX
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
$900 per installation
No setup fee
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.
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.
Wolters Kluwer OneSumX is a perfect fit for almost all financial risk management needs. More to running financial risk analytics to help you keep an eye out on any possible financial risk, it offers outstanding functionalities in entire business regulatory analytics and reporting to help you run your business within its regulatory compliance.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is easy to run various scenario analyses and stress testing on various financial activities in order to get useful metrics about possible financial risks.
It allows one to easily and fast process even huge amounts of data thus saving time and resources spent performing these activities.
It is flexible and easy to customize in order to fit your working criteria so as to best meet your financial risk management needs.
It is easy to have a full review of the entire balance sheet for easy data modelling.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Everything about Wolters Kluwer OneSumX stands out when compared to other similar products. Talk of its well-organized interface and dashboard, the number and quality of financial risk management features all the way to the quality of the support offered by the support team. Its ease of deployment is another standalone factor.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has helped us to streamline our financial risk management experience such that we are able to detect possible financial risks in good time and deal with them accordingly.
It has helped us to generate accurate and transparent regulatory reports that
guides us in ensure regulatory compliance is met.
It has allowed us to run analyses on our financial processes based on different scenarios in order to detect possible financial risk threats.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
