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What service integrations does WB have available?
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What service integrations does WB have available? (6)
General (1)
Is there a broker-dealer attached to WB platform?
Payment (2)
What are Stripe's charges for credit card payments through WB platform?
Integration: ACHQ (ACH, Payments, Payment Method)
Fund Admin (3)
Additional Services (PPM, K-1, Tax Services, Compliance)
Cap Table Management and Transfer Agent (TA) Services with Vertalo
Fund Administration Partners (Fund Views, EFSI, Essential Fund Services International)
Retirement Accounts (2)
How can investors use IRA capital as a funding source on my platform? (Investor Walk-Through, Alto)
How can I set up my offer to receive AltoIRA funding? (Funding Source, Alto, Payment Method)
CRM (1)
Do you have integration with Hubspot, Salesforce (or any other CRM or apps)?
Secondary Trading (2)
Vertalo: Transfer Agent services, Cap Table management, and asset Tokenization
Vertalo: Pushing transactions