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Add Videos to Offers (YouTube, Vimeo, Display Videos)
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Can I use offers for other purposes, outside of investing? (Event Registration, Offer Templates)
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How can I add custom fields to an offer? (Read-Only Details, Offer Information)
How do I get started building my offer? (6)
Everything you need to know to get started with your Offer on WealthBlock platform.
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Add an Offer-Specific Form (Custom Offer Form, Investor Flow)
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BitGo RWA (formerly Brassica): How do I set up the flow to create custody accounts for investors? (BitGo RWA (formerly Brassica), Custodial)
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How do I test my offer as an investor? (Review Offer, Confirm Configuration, Investor View)
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Add a New Account to the CRM (Investors, Manage Investor Information)
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Bulk Import Accounts (Upload Accounts, Mass Upload, Contacts, Investor, Customizing Data, CRM and Contact Updates)
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How can I add a Joint Investor's name to an account? (Account Name, User Details, Co-Subscriber, Co-Investor)
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Add an Admin User (Permissions, Roles, Access)
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Can a user have multiple accounts? (Add Multiple Users, Using same email)
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Creating Specific Sales Representative Lists (Onboarding Internal Sales, Assigning Accounts to Sales Team, Sales Reps)
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CRM View: Customize Fields and Export Contacts (Column Modification, Form Fields, Import, Adding Columns, Adding Data Points)
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How can I change an account type? (Individual, Entity, Switch Account, Account Update)
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How can I merge accounts in the CRM? (Duplicates, Multiple Users, Account Update)
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Can I perform KYC and AML checks? (Accounts, Users, Know Your Customer, Compliance)
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How can I see if any KYC/AML or Accreditation checks have been run? (Transactions, Status, Investor Check)
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How do I enable self-accreditation? (Investor Accreditation, Requirements)
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Customize Investor/Issuer Questionnaire, Sign-Up Forms (Add Field, Add Form Questions, Collect Investor Information, Issuer Onboarding, Signup)
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How can a required field be added to the investor signup process? (Account Setup, New Investor, Required Field)
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How can an investor provide a long response in a form field? (Form Fields, Add Field, Multi-Line Text)
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How do I delete an e-signature document from an offer? (E-Sign, Esign, WealthSign, WealthSign Removal)
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How can I assign fields to multiple investors in my E-Sign template? (Joint, Joint Subscription, Joint Signers, Multiple Signers, Assign Fields to Other Investors)
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How can I change the countersigner on my E-Sign Template for each investor? (Dynamic Countersigner, Form Fields, Account Assignments)
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Does WealthBlock provide a native Payment Solution? Yes, powered by Cliq payment integration (ACH, Credit Card, Escrow, Payment Option, Payment Method)
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Fortress Integration (Escrow Account, Blockchain, Tokenization)
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How do I use an escrow account to accept investment payment? (ACH, Credit Card, Reg CF, Issuer Account)
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How can I view offer-specific data in a transaction? (Custom Offer Form, Edit Transactions)
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How do I notify investors about any material changes? (Reg CF, Investor Acknowledgement, Re-Confirmation, Reconfirmation),
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Issuing Capital Calls (Transactions, Commitments, Calling Capital, Import)
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Integration: ACHQ/Straddle (ACH, Payments, Payment Method)
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Integrations: BitGo RWA (formerly Brassica) (Custodial, Payment Method, ACH, Wire, Setup, Platform Settings)
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Integrations: Issuer BitGo RWA (formerly Brassica) Application (Connecting an offer to Brassica, Brassica ACH, Custody Accounts)
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Do you have examples of customized calculations that are used in Reports/Dashboards? (Reporting, Metrics, Display, Portfolio, Dashboards)
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How are performance metrics calculated? (Formula, Calculation, Total Invested, Total Value of Assets, Total Returns, Portfolio, Dashboards)
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Transaction Reporting (Custom Dashboards, Investor Views of Transaction, Data Review, Export, Quarterly, Distribution)