RealBlocks Portal
Shorten onboarding times, get enhanced liquidity capabilities, and have your integrations all in one place.
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Mission Control
Oversee the full lifecycle of the investment experience with one easy-to-use solution for:
Onboarding
KYC/AML
Fund Marketing
Secondary Trading
Subscription Management
Capital Calls
User Permissions
Platform Analytics
Benefits
Automate investor onboarding by eliminating manual (paper-based) processes
Reduce errors from industry average of ~10% to less than 1%
Secure, safe way for investors to send PIIA and documents
Manage operations associated with investors, subscriptions and post-investment
Reduce costs by ~90% by utilizing a centralized, digital platform
Efficiently manage the entire capital call process through the platform
RealBlocks Portal
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Time is money
RealBlocks’ streamlined onboarding process is about saving you time and money.
We’ll build it for you
Let us set up your own virtual data room where you are in control. A fully-permissioned environment allows you to develop customized fund pages and host fund and investor documents.
Liquidity is refreshing
Our unique technology gives you the tools to unlock liquidity.
Integration made easy
Juggling countless service providers shouldn’t be your job… work with RealBlocks to integrate all of them into one single pane of glass.
Go above & beyond
Experience the power of the RealBlocks Portal with additional tailored offerings for fund set up and distribution services.
