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Description

Our method offers a highly engaging experience for both investors and analysts, significantly alleviating the demands placed on issuers. With stunning designs and a content strategy rooted in data, your investors will find the experience captivating. Each of our investor relations websites is crafted to meet ADA WCAG 2.1 AA standards, comply with GDPR and CCPA regulations, feature HTTPS security, and ensure mobile responsiveness. Clients benefit from unparalleled proactive service that is available 24/7 and entirely U.S.-based. Furthermore, the Equisolve control environment undergoes rigorous SOC 2 Type II audits, and we implement single sign-on (SAML) and multi-factor authentication, all while providing the fastest and most dependable global infrastructure among any IR Website vendor, a fact confirmed by an independent third party. Additionally, all IR websites are tailored to fully adhere to SEC regulations and exchange rules, ensuring a seamless experience. What truly distinguishes us is our innovative approach to content strategy and the artistry of design, creating a distinctive offering in the market. Our commitment to staying ahead of industry trends further enhances the value we deliver to our clients.

Description

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Calendly No 
Docusign No 
Dropbox Sign No 
Google Analytics No 
Google Data Studio No 
Mailchimp No 
Mangopay No 
Onfido No 
Plaid No 
Stripe No 
Twilio No 
Vertalo No 
Zapier No 
Zoom No 
tZERO No 

Integrations

Calendly Yes 
Docusign Yes 
Dropbox Sign Yes 
Google Analytics Yes 
Google Data Studio Yes 
Mailchimp Yes 
Mangopay Yes 
Onfido Yes 
Plaid Yes 
Stripe Yes 
Twilio Yes 
Vertalo Yes 
Zapier Yes 
Zoom Yes 
tZERO Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Equisolve

Founded

2006

Country

United States

Website

www.equisolve.com/ir-websites

Vendor Details

Company Name

WealthBlock

Founded

2018

Country

United States

Website

wealthblock.ai/

Product Features

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Investor Relations

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

Virtual Data Room

Anonymity Management Yes 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview Yes 

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