Innovative platform for PE, VC, and RE firms and brokers
October 16, 2021
Innovative platform for PE, VC, and RE firms and brokers
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with WealthBlock
We use it as a one-stop solution to replace a list of tools we had (e.g., CRM, dataroom, file archive). It's used across a few teams to collaborate.
Pros
- 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.
Cons
- 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.
- Streamlined investor onboarding journey and sub doc e-signing
- Integrated CRM, dataroom, payment and capital call flow, email marketing, bulk document upload/download
- Engagement data analytics
- 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
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.
Do you think WealthBlock delivers good value for the price?
Yes
Are you happy with WealthBlock's feature set?
Yes
Did WealthBlock live up to sales and marketing promises?
Yes
Did implementation of WealthBlock go as expected?
Yes
Would you buy WealthBlock again?
Yes
Comments
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