Operating model

Everything underneath your brand — already done.

You define the approved investment proposition, client audience, commercial model and go-to-market. Fractional Assets configures and operates the technology, onboarding, money movement, administration, reporting and operating workflows beneath it.

Responsibility split

Your market above the line. The operating environment underneath.

You provideFractional Assets provides and operates
Brand, product intent and asset strategyBranded web application and optional mobile channels
Target investor and distribution strategyOnboarding, KYC/KYB/AML and eligibility workflows
Investment economics, terms and rulesDedicated investor-account architecture and money movement
Timely approvals, legal input and UATRegistry, records, administration, reporting and support
Approved client communicationsHosting, security, system operations and configured integrations

Cash autonomy and investment rules

Investors control available cash. You control approved investment rules.

Verified investors use the dedicated account architecture to deposit, receive available proceeds and withdraw or reinvest available cash. The organisation sets the approved rules for investment eligibility, offer periods, lock-ups, transfer, redemption, buyback, pricing and asset-liquidation events.

30-day launch

A configuration-led path to market.

  1. Week 1

    Define

    Brand, audience, approved product, economics and liquidity rules.

  2. Week 2

    Configure

    Branding, journeys, accounts, product rules, disclosures and integrations.

  3. Week 3

    Activate

    Operating model, identity workflows, investor accounts, money movement, administration and testing.

  4. Week 4

    Launch

    UAT, training, production release and go-to-market.

After launch

Ongoing operation is part of the model.

01

Platform operations

Hosting, releases, security maintenance and managed application support.

02

Investor operations

Investor records, transaction processing, distributions, communications and configured exception workflows.

03

Governed change

Configuration changes, integrations and product updates are managed through agreed operating and governance processes.

04

Reporting and audit history

Transaction records, configured reporting, review data and lifecycle history remain available in the operating environment.

You already have the assets and the clients. Let us show you the platform you could be launching next month.

Tell us about your asset strategy, investor base and preferred launch window.

Show me my platform