#wealthblockai - Twitter Hashtag

over 3 years ago

Does your team need to review subscription documents populated with investor information before investors are asked to sign? Check the box to "Skip Signing During Investor Flow" to generate Previews. Need help? Feel free to reach out to support! #wealthblockai #technology

WealthBlockAI's tweet photo. Does your team need to review subscription documents populated with investor information before investors are asked to sign? Check the box to "Skip Signing During Investor Flow" to generate Previews.

Need help? Feel free to reach out to support!

#wealthblockai #technology https://t.co/iutHI8V2p4

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WealthBlock.AI @WealthBlockAI

over 3 years ago

Admin users can make adjustments to transaction amounts that may have been entered incorrectly by investors, and request an updated E-Sign Document if needed. Need help? Feel free to reach out to support! #wealthblockai #technology

WealthBlockAI's tweet photo. Admin users can make adjustments to transaction amounts that may have been entered incorrectly by investors, and request an updated E-Sign Document if needed.

Need help? Feel free to reach out to support!

#wealthblockai #technology https://t.co/foSpCbofPC

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WealthBlock.AI @WealthBlockAI

almost 4 years ago

Easily send reminders to your investors from your Platform Documents when signatures are required. Need help? Feel free to reach out to support! #wealthblockai #technology

WealthBlockAI's tweet photo. Easily send reminders to your investors from your Platform Documents when signatures are required.

Need help? Feel free to reach out to support!

#wealthblockai #technology https://t.co/BsA2joD76u

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WealthBlock.AI @WealthBlockAI

over 4 years ago

As an added layer of security, you can require all investors to set up Multi-Factor Authentication on your platform. Need help? Feel free to reach out to support! #wealthblockai #technology

WealthBlockAI's tweet photo. As an added layer of security, you can require all investors to set up Multi-Factor Authentication on your platform.

Need help? Feel free to reach out to support!

#wealthblockai #technology https://t.co/HmDJzS3KyC

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WealthBlock.AI @WealthBlockAI

over 4 years ago

As an Issuer, easily review the status of any subscription documents requiring your signature and sign electronically all in one place! Need help? Feel free to reach out to support! #wealthblockai #technology

WealthBlockAI's tweet photo. As an Issuer, easily review the status of any subscription documents requiring your signature and sign electronically all in one place!

Need help? Feel free to reach out to support!

#wealthblockai #technology https://t.co/wGwyqrwkE7

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WealthBlock.AI @WealthBlockAI

over 4 years ago

Fulfill FINRA requirements by notifying Reg CF investors of any Material Changes. Updating the Transaction Status will send investors an email to reconfirm. Need help? Feel free to reach out to support! #wealthblockai #crowdfunding

WealthBlockAI's tweet photo. Fulfill FINRA requirements by notifying Reg CF investors of any Material Changes. Updating the Transaction Status will send investors an email to reconfirm.

Need help? Feel free to reach out to support!

#wealthblockai #crowdfunding https://t.co/DAwU1U5Ast

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WealthBlock.AI @WealthBlockAI

over 4 years ago

Need to share an Offer document with investors? Select the option to include the file in the investors' documents when uploading, or at any time in the document settings. Need help? Feel free to reach out to support! #wealthblockai #dataroom