I've been absolutely blown away with the team's ability to integrate feature requests and bug fixes quickly and efficiently. The architecture of the platform allows for a lot of flexibility in configurations and the team has implemented a lot of controls at the admin level to allow me to configure each offering they way we need to.

WealthBlock has created an incredibly simple product that provides a lot of the configuration options needed to manage almost any kind of capital raise. Combining that with a pseudo CRM and client engagement system makes it incredibly easy to manage a stable of investors or create new offerings to market across a broader audience.

To support a highly flexible process (which tends to be quite custom for each of their clients) they had to sacrifice some level of automation on the investment process. This may be more straight forward if you integrate with their payment partners, accredited investor verification, or other services, but if you choose to do some of this off platform it requires a bit more care to manage effectively.

From the initial sales call and product selection through onboarding and ongoing support, the WealthBlock team is always there for us. We couldn't imagine moving our software needs to anyone else.

The WealthBlock crowdfunding platform software was the best decision we could have made for our platform. We compared all available alternatives and WealthBlock came out on tope in all categories. The quality and professionalism of their onboarding and platform support teams, as well as the ease of integrating necessary third-party providers is unmatched in the market.

There were really no cons when it cam to selecting WealthBlock

We are using Wealthblock to present our private placement securities to qualified prospects, a task tot which the platform is well-suited.

The rapid responses I get when reaching out to Wealthblock support for assistance with navigating the platform's extensive feature set.

The degree to which licensees can customize the front end to match the licensee's brand.

Overall, it has solved a massive problem for us in streamlining the subscription process. This was very time-consuming and put a large burden on our clients and team.

The ability to control the process the subscription process by creating a client portal to populate subscription documents has streamlined our process immensely. Other software we explored did not give us the ability to customize the subscription process.

I would like to see WealthBlock's integration with other software (ie. outside CRM systems, reporting software)

WealthBlock's robust, user-friendly platform, their helpful, communicative team, and their creativity and commitment to always improving make it an easy choice!

WealthBlock's portal simplifies everything. We like how organized and robust the offering pages are. Because we are able to customize the information about our deals and the format, we have been able to create a unique look that is easy to read and easy to navigate for our investors. With WealthBlock, the investing process is much simpler as well (investor flow). By walking them through each step, we have found that more of our investors complete the entire process in just a few minutes, rather than getting partway through and abandoning it. The email engagement feature is also one of my favorites. Using it, we can easily create drip campaigns that go out to our audience, based on their interaction/interest level with the current deal. This helps save time when following up with our investors and provides value for them as well.

Since we've been on the platform for a year and a half, WealthBlock has continuously updated and improved their portal. Every time I've suggested a feature, they've implemented it or provided me with an alternate solution. As of now, WealthBlock has all the features we need.

Overall, I think we made a good choice in selecting the platform. It was one of the more technologically advanced offerings and had built in flexiblity. The development team is smart and really takes feedback and incorporates it into the product, which is rare for SaaS, fintech offerings.

The product is very straightforward for both the admin and the client/investor to use. It is easy to launch a new offering and be an active fundraiser using WealthBlock. Visually the portfolio and transactions page make it clear what investors have invested in, when and how the asset is performing.

While admins can learn watching videos and can receive quick feedback via email from the customer success team, it is very difficult to schedule a call to talk through a solution. The team was responsive if we asked a few times for a call, especially during onboarding. These calls were essential in arriving at a smart and efficient approach

Having worked with and launch white-label platforms for over a decade WealthBlock has been the best one I've worked with.

WealthBlock is a comprehensive and solid funding platform backend that makes it very easy to self serve and create efficient processes.

It would be nice if it had native or more advanced asset tokenization capabilities but that is starting to be addressed with integrations.

We have experienced faster and more communication with investors - Overall service has been very good

All data aligned and easy to use . Many options to select from and brought simple order to a lot of material . Data rooms and information section illustrate Wealth Block is a quality product .

There are continual software updates so I have no "like least " issues

Contains all features and functionality necessary to advertise our investment offerings, raise capital, and communicate with investors throughout the investment process and beyond. Integration partners include e-signature companies, payment processors, CRMs and more. Very easy to use and wonderful team always willing to help with our questions, post onboarding.

I wish it was less expensive, but you don't get a Ferrari for the price of a Kia.

Highly recommend. It’s a crucial part of our tech stack.

Ease of setup, full featured, super responsive customer service.

There is a long roadmap for enhancements.

We have moved 100% of our fundraising and investor relations to Wealthblock.

Dramatically reduced fundraising overhead and decreased time to close.

It's a young product so early on features w needed were lacking, but they came rapidly and we are confident that will continue. The advantages far outweigh the risks.

WealthBlock is an all-in-one solution for our business - outreach tools, a secure online portal for presenting up-to-date information, data analytics, and a CRM!

As a newer company, WealthBlock is receptive to suggestions to improve the customer experience and strengthen the product. Quick, responsive solutions to our issues.

Fantastic customer service. Superb, highly intelligent team.

Nothing. Everything is seamless. The technology is second to none.

The experience has been good so far. The product does what the team said it would and Wealthblock is open to suggestions and ways to improve the product. Their commitment to improving the technology supports firms using the platform and allows customers to focus on their core competency.

Setting up new offers, accounts, and workflows are very straightforward. In addition to the intuitive platform, there are great tutorial videos for every part of the platform. The support team is responsive and easy to work with.

With any new platform, especially one with a significant amount of features, it just takes time to get used to the platform.

The experience has been great. From the platform to the team, it has been great working with them.

The user friendliness and the features that Wealthblock offers.

There is really no con I have found yet.

WealthBlock has been an invaluable tool for capital raising.

Customized content for each offering and the ability to track client activity are the biggest pro’s of the platform.

I have no concerns at this time. WealthBlock has done a great job of continuing to add features.