Through comprehensive tracking of all user activity, our AI matching engine provides a personalized investor experience, allowing you to uncover who's interested in your offers and why.
Our modularized platform, and blockchain powered referral program, enables you to reach all of your online and offline networks. Increase your distribution even further by cross-listing your offers through the WB Asset Network.
From creating a stunning offer page, to investor suitability checks, processing investment payments, document e-signing, and investor communication, we have all the tools you need to complete an investment in one sitting.
Easy-to-use content management tools, offer and news updates, and secure instant messaging, keep your investors continously engaged, allowing you to uncover upselling opportunities.
Launch a powerful analytics, CRM, and investment platform in minutes!
Benefits
AI powered analytics alerts you to investor interest to achieve maximum conversion
Integrated blockchain powered referral program transforms users into promoters
KYC / AML verification, accreditation checks, and secure storage of offering documents
Payment gateways, including ACH and acceptance of both Bitcoin and Ether
Send secure messages to investors, monitor portfolios, and provide investment reports
Wow your investors with stunning offer pages, videos, news and more