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API Access

Has API

API Access

Has API

Integrations

Box
Calendly
DocuSign
Dropbox
Dropbox Sign
Google Analytics
Google Data Studio
Google Drive
Mailchimp
Mangopay
Microsoft OneDrive
Onfido
Plaid
Salesforce
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Integrations

Box
Calendly
DocuSign
Dropbox
Dropbox Sign
Google Analytics
Google Data Studio
Google Drive
Mailchimp
Mangopay
Microsoft OneDrive
Onfido
Plaid
Salesforce
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Pricing Details

$299/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

CapLinked

Founded

2010

Country

United States

Website

www.caplinked.com

Vendor Details

Company Name

WealthBlock

Founded

2018

Country

United States

Website

wealthblock.ai/

Product Features

Digital Rights Management

Access Revocation
Audio / Video Protection
Distribution Management
Expiration Management
Image Protection
License Management
Location Control
PDF Protection
Software Application Protection
Subscription Management
Usage Tracking / Analytics
Watermarking

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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