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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Q4 Desktop

    Score8 out of 10
    N/AQ4 Desktop is a software solution designed to enable users to build a investor relations program, demonstrate its impact, and measure the success of investor outreach efforts. Q4 Desktop is designed to aggregate all the data generated by an IR program into a single platform so the user can more easily report on stock performance, shareholder composition, and investor engagements, while reducing the amount of time spent on manual reporting.N/A

    WealthBlock

    Score10 out of 10
    Small Businesses (1-50 employees)
    WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…N/A
    Pricing
    Q4 DesktopWealthBlock
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Q4 DesktopWealthBlock
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup fee$900 per installation
    Additional Details—WealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.
    More Pricing Information
    User Ratings
    Q4 DesktopWealthBlock
    Likelihood to Recommend
    8.0
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Q4 DesktopWealthBlock
    Likelihood to Recommend
    Q4, Inc
    This is one of two providers to go with if you are considering an investor relations website. We evaluated both of them and landed on Q4 Desktop due to their reputation of solid customer service. The additional CRM software is a nice to have as there are many other solutions you may have access to before you make that product your main go to.
    Incentivized
    Read full review
    WealthBlock
    Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.
    Read full review
    Pros
    Q4, Inc
    • easy to use
    • comprehensive database access
    • good looking ux/ui
    Incentivized
    Read full review
    WealthBlock
    • Superior UI/UX. Our LPs and staff love it. Very intuitive.
    • Well thought out and integrated features and designs. Truly a one-stop solution.
    • Great customer service. Very responsive.
    • Fast deployment of new features and enhancement.
    Read full review
    Cons
    Q4, Inc
    • speed of platform
    • lacking mobile app
    • pricing structure is fragmented
    Incentivized
    Read full review
    WealthBlock
    • Compared to other LP portals, it is not cheap.
    • As it's a new firm, time is needed to prove its performance consistency.
    • Rapid release of new features and enhancement requires more training.
    Read full review
    Alternatives Considered
    Q4, Inc
    Q4 Desktop had the highest market share and good customer references.
    Incentivized
    Read full review
    WealthBlock
    WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.
    Read full review
    Return on Investment
    Q4, Inc
    • reduced engineering time for website maintenance (2 hours per release)
    • reduced collaboration time with marketing team
    • automatic press release postings
    Incentivized
    Read full review
    WealthBlock
    • Saved at least $50,000+ a year by replacing other disjointed tools
    • Dramatically improved our team productivity with a lot less human errors
    • With increased efficiency, our team is expected to take on a lot more investors
    Read full review
    ScreenShots

    WealthBlock Screenshots

    Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overview