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.

ONLINE ONBOARDING

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.

VIRTUAL DATA ROOM

Liquidity is refreshing

Our unique technology gives you the tools to unlock liquidity.

SECONDARY TRADING

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.

FUND INTEGRATIONS

Go above & beyond

Experience the power of the RealBlocks Portal with additional tailored offerings for fund set up and distribution services.

Build Your Custom Solution

Build with RealBlocks!

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