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About

Send and answer capital calls anywhere, from any device, in seconds. No more waiting for checks, managing wires, or following up on outstanding capital commitments. Make instant distribution payments to investors and capital deployments to projects in seconds. Never write a check again and give your stakeholders a better way to receive funds. Time and resources are required to manage and reconcile incoming capital and outgoing disbursements. Know exactly when every capital call is viewed, accepted, and paid with full end-to-end transparency and real-time interaction with every transaction. Unsecure methods of exchanging sensitive information adds increased risks and legal exposure to capital collection and disbursements. With Verivend's secure cloud-hosted Digital Wallet with the highest levels of encryption, there’s no need to exchange and store sensitive banking information or manage disjointed escrow accounts.

About

WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a payment platform that manages the full lifecycle of incoming capital

Audience

VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$750 one-time payment
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Verivend
Founded: 2019
United States
verivend.com

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/

Alternatives

FundPanel

FundPanel

Aduro Advisors

Alternatives

Allvue

Allvue

Allvue Systems
eFront

eFront

eFront, a part of BlackRock

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO
Claim Verivend and update features and information
Claim Verivend and update features and information
Claim WealthBlock and update features and information
Claim WealthBlock and update features and information