WealthBlock offers a DIY report and dashboard builder for asset managers and fund administrators to control LP reports

WealthBlock offers a DIY report and dashboard builder for asset managers and fund administrators to control LP reports

How to create a transaction report

How to create a dynamic investor dashboard

This new feature enables everyone to easily create and distribute customized investor dashboards and reports without the restrictions of any back office systems.

With this approach, we allow users to take full advantage of their own creativity to meet the needs of their target audience without being bound by the limitations of technology suppliers.”

– Trilliam Jeong, CEO of WealthBlock Inc

Chicago, Illinois, United States, October 7, 2022 /EINPresswire.com/ — as such Wealth BlockThe company’s clients are rapidly raising more capital from investors, and the efficient creation and distribution of internal and external reports is becoming an increasingly higher priority.

Contemporary investors are demanding more transparency and more frequent reporting from asset managers in order to understand and navigate their risks in real time. Asset managers along with fund managers who can keep up with this demand have been rewarded with allocating more capital.

Moreover, while financial statements are what investors care about most, the combination of financial and non-financial data has proven to be effective for asset managers to improve investor satisfaction and increase follow-up investments. Therefore, the demand for better reports from internal and external users has never been higher.

Combined with the data aggregation and aggregation engine built into the WealthBlock platform, the report and dashboard builder enables everyone to create and distribute customized investor dashboards and reports without the constraints of any back office systems. No matter the data source or data type, as long as it’s in the WealthBlock platform, Report & Dashboard Builder can bring data to life with personalized presentation and visualization. Meanwhile, real-time distribution is always a click away.

WealthBlock CEO Triliam Jeong spoke a bit about the product inspiration: “The design of this feature is in line with our product philosophy of user empowerment. Rather than just offering another reporting template, we want to provide the infrastructure and ability to create their own reporting experiences. Through With this approach, we allow users to take full advantage of their creativity to meet the needs of the target audience without being bound by the limitations of technology suppliers.”

ABOUT WEALTHBLOCK
WealthBlock builds white-label capital raising and investment management platforms for investment managers, wealth managers and brokers in the private capital market. To date, more than 150 companies have used the WealthBlock platform solution to raise more than $1 billion in funding. The all-in-one digital platform has combined all features and workflows in one place to digitize the entire investor journey from awareness to preparation, then post-investment reporting.

WealthBlock Inc, a financial technology company started by a quantitative developer and developer with innovation at its core, is passionate about empowering people to create their own user experiences using data and automation.

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