Integrated operating model
Your organisation leads the investment offering. We connect the branded investor experience, compliance processes, payments, records and administration. Product governance and service agreements make each party’s responsibilities clear.
Approved product rules and the responsible parties govern each stage of the investor journey.
Investors provide the information required by the agreed customer and business verification, financial-crime control, identity and transaction-verification workflows. Eligibility and distribution rules apply.
The investor submits a subscription request through the applicable approved account and payment-provider arrangement, subject to eligibility and product rules.
The branded experience can show holdings, transaction history, reports and permitted actions, while keeping investment holdings separate from available cash.
If product terms provide for income or other payments, entitlement, timing and conditions follow those terms through the configured payment and reporting workflow.
Transfers, redemptions, buybacks or liquidity windows are available only where approved product terms and operating scope permit them, and only for eligible participants under the relevant conditions.
Ownership and proof
Keep your brand, assets, strategy and investor relationships. The parties responsible for the product and its services retain their allocated roles.
Shown here is the genuine MyBrix investor experience. Its product arrangements are specific to MyBrix.
Set the brand, assets, investment economics, target investors and distribution approach. The applicable issuer, licensee and governance parties approve product rules, disclosures and regulated activities under the applicable governance arrangements.
We bring established legal and compliance frameworks together with branded investor journeys, connected payments, registry records, reporting and administration.
Provides the required information and makes investment and available-cash decisions, including any permitted actions, under the applicable terms and controls.
Product and service documents identify the issuer, licensee, account and payment providers, administrator and service providers, and set out their approvals, disclosures, account terms and ongoing obligations.
Keep the essentials distinct
The interface should make these relationships clear, without confusing cash, investment records and product rights.
Investors fund through the applicable approved account and payment-provider arrangement. Available cash may appear in the branded interface, but we do not hold investor cash.
Subscriptions follow approved product rules, and resulting holdings are recorded separately from available cash. Distribution entitlement and timing follow product terms.
The governing instrument and product documents establish investor rights, economic entitlements, eligibility and transfer or exit terms. Digital issuance, registry and transaction records support the agreed allocation and administration workflow.
Delivery path
An existing fund is assessed before the scope is agreed. It is not migrated automatically. It keeps its brand, strategy, assets and relationships. The assessment covers governing rights, permissions, registry and investor data, providers and integrations.
Work with responsible participants to confirm target investors, minimums, fees, eligibility, lifecycle rules, governing rights, permissions, data and decision owners.
Agree which digital records, branded investor journeys, payment connections, registry, reporting and administration services will be delivered, retained or changed. Responsible entities tailor and approve the product documents.
Named owners review the investor journeys, records, provider connections and release requirements through acceptance testing and launch sign-off. The as-little-as-30-days target applies to agreed standard web scope, with required inputs, product-specific approvals, readiness and acceptance testing. Native releases, existing-fund migration, bespoke work and external dependencies have separately agreed scope and timing.
Questions to settle
Use these topics to work through the offering and service agreement.
Your organisation shapes target investors, distribution and proposed rules. The applicable issuer, licensee and governance parties approve product rules, disclosures and regulated activities under the applicable governance arrangements. We configure the agreed workflows and records.
Investor funding and available-cash withdrawals use the applicable account and payment-provider arrangement. The approved arrangement confirms the account holder, providers, settlement process and responsibilities.
Applicable product documents establish investor rights and economic entitlements. Digital records support registry and administration. Permitted transfers, redemptions, buybacks and exits follow product rules and conditions.
The agreed scope covers the branded web environment and approved workflows. Native-app inclusion and release conditions, new build, additional capability, provider work and integrations are separate delivery work agreed individually.
Talk with us about your organisation, asset or product strategy, investor base and intended operating model.
