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About

More deals, diligence, and compliance get done in Firmex Virtual Data Rooms. With 20,000+ new rooms opened annually, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust data rooms are designed to give you full control over your documents while being intuitive and easy to use. Firmex is SOC 2, GDPR, and HIPAA-compliant and supports SSO, API, and redaction. You can rest assured that your sensitive information will be safe with our banking-level security and encryption. Our award-winning customer service team is dedicated to helping all Firmex Virtual Data Room users, 24/7/365. Whether you're the data room's admin or a guest, reliable support is a quick phone call, email, or online chat away. Firmex's flexible pricing is unique, offering an unlimited data room subscription or per-use transaction pricing. With a subscription, you can leverage your virtual data room for all of your organization's needs, from investor reporting to audits.

About

WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Firmex virtual data rooms are used by M&A advisors, and across industries like investment banking, legal, funds and private equity, renewable energy, biotechnology, pharmaceuticals, and more.

Audience

VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.7 / 5
support 4.8 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Firmex
Founded: 2006
Canada
www.firmex.com

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
Vault Rooms

Vault Rooms

Vault Rooms, Inc.
AIM

AIM

Altvia Solutions

Categories

Categories

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO
Claim Firmex Virtual Data Room and update features and information
Claim Firmex Virtual Data Room and update features and information
Claim WealthBlock and update features and information
Claim WealthBlock and update features and information