WealthBlock Overview

WealthBlock is an investment management software designed to streamline the processes of managing portfolios, assets, and investor relations. With a focus on enhancing transparency and improving decision-making, WealthBlock enables investment firms and individual investors to track performance, analyze data, and manage assets efficiently. The software supports portfolio tracking, financial analytics, and reporting, helping users make informed investment decisions. WealthBlock’s secure platform fosters trust between investors and managers, making it an essential tool for those aiming to optimize financial outcomes while maintaining control over their investments.

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WealthBlock Screenshot & Video

Contact Details

  • Vendor Name WealthBlock
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

WealthBlock Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

WealthBlock Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$9000 Per Year

WealthBlock FAQs

WealthBlock is an investment management software designed to streamline the processes of managing portfolios, assets, and investor relations. With a focus on enhancing transparency and improving decision-making, WealthBlock enables investment firms and individual investors to track performance, analyze data, and manage assets efficiently. The software supports portfolio tracking, financial analytics, and reporting, helping users make informed investment decisions. WealthBlock’s secure platform fosters trust between investors and managers, making it an essential tool for those aiming to optimize financial outcomes while maintaining control over their investments.

  • No, WealthBlock does not offer a free version.

  • Yes, WealthBlock offers a free trial.

  • No, Credit Card details are not required for the WealthBlock trial.

  • WealthBlock offers the following pricing plans & packages:

    Basic

    $9000 Per Year

  • WealthBlock supports the following payment frequencies:

    • Annual Subscription

  • No, WealthBlock does not offer an API.

  • WealthBlock offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • WealthBlock offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • WealthBlock supports the following languages:
    • English

  • Following are the typical users of the WealthBlock:
    • Self-Employed , Small-Business , Midsize-Business

  • WealthBlock supports the following deployment:
    • Cloud Hosted

  • WealthBlock supports the following devices and operating systems:
    • Web-Based

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