--- description: Review of WealthBlock Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: WealthBlock | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [WealthBlock](/software/322595/wealthblock) # WealthBlock Canonical: https://www.softwareadvice.com.au/software/322595/wealthblock Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/322595/wealthblock?page=2) > WealthBlock's capital raising and investor management solution supports private fund managers across venture capital, private equity, and real estate investment firms. The white-label technology centralizes the tools private investment firms need to streamline investor onboarding, reporting, and marketing operations. > > Verdict: Rated **4.7/5** by 16 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 16 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: WealthBlock ## Commercial Context - **Starting Price**: USD 9,000.00 - **Pricing model**: Flat Rate - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Activity Dashboard - Alerts/Notifications - Audit Trail - Client Management - Client Portal - Compliance Tracking - Data Import/Export - Document Management - For Investment Advisors - For Investors & Traders - Fund Management - Investments Tracking - Portfolio Management - Reporting/Analytics - Third-Party Integrations - Visual Analytics ## Integrations (12 total) - Calendly - Docusign - Dropbox Sign - Entrust IDV - Google Analytics 360 - Google Data Studio - Mailchimp - Mangopay - Plaid - Stripe - Twilio - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.com.au/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Human Interest](https://www.softwareadvice.com.au/software/240185/human-interest) — 4.0/5 (36 reviews) 3. [WOWS Investment Portal](https://www.softwareadvice.com.au/software/430406/wows-invest) — 4.7/5 (97 reviews) 4. [Avestor](https://www.softwareadvice.com.au/software/523559/Avestor) — 5.0/5 (8 reviews) 5. [DealCheck](https://www.softwareadvice.com.au/software/224233/dealcheck) — 4.8/5 (38 reviews) ## Reviews ### "Incredibly responsive team with a simple and powerful investment platform" — 5.0/5 > **Kevin** | *22 September 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "Best Decision We Could Have Made" — 5.0/5 > **Dorian** | *8 May 2023* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: There were really no cons when it cam to selecting WealthBlock > > 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. ----- ### "Outstanding Customer Support" — 4.0/5 > **Bennett** | *10 May 2023* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: The rapid responses I get when reaching out to Wealthblock support for assistance with navigating the platform's extensive feature set. > > **Cons**: The degree to which licensees can customize the front end to match the licensee's brand. > > We are using Wealthblock to present our private placement securities to qualified prospects, a task tot which the platform is well-suited. ----- ### "Streamlining the subscription process" — 4.0/5 > **LaTika** | *3 May 2023* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: I would like to see WealthBlock's integration with other software (ie. outside CRM systems, reporting software) > > 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. ----- ### "Exactly What we Needed" — 5.0/5 > **Verified Reviewer** | *5 October 2021* | Investment Management | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > WealthBlock's robust, user-friendly platform, their helpful, communicative team, and their creativity and commitment to always improving make it an easy choice\! ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/322595/wealthblock?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/322595/wealthblock) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data