WealthBlock offer new onboarding, marketing and reporting functionality
29 July 2024 US
Image: stock.adobe.com/cherdchai
WealthBlock has upgraded its all-in-one platform to modernise investor onboarding, marketing and reporting functions into a user-friendly process.
The company says the new functionality is designed to enhance asset managers in capital raising, meeting evolving client needs and focuses on generation returns for their clients.
Trilliam Jeong, CEO of WealthBlock, says: “We founded WealthBlock after hearing for years about the frustrations asset management firms faced in onboarding customers and maintaining their confidence and favour.
“As we continue to invest in our platform, we are giving our clients an all-in-one solution that provides the data analytics, attention to detail and ease of engagement they need to automate and error-proof the entire onboarding, marketing, and reporting processes.”
The company says the new functionality is designed to enhance asset managers in capital raising, meeting evolving client needs and focuses on generation returns for their clients.
Trilliam Jeong, CEO of WealthBlock, says: “We founded WealthBlock after hearing for years about the frustrations asset management firms faced in onboarding customers and maintaining their confidence and favour.
“As we continue to invest in our platform, we are giving our clients an all-in-one solution that provides the data analytics, attention to detail and ease of engagement they need to automate and error-proof the entire onboarding, marketing, and reporting processes.”
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