Legal, regulatory and compliance foundations
Creating a successful fractional investment business requires the right legal, operational, compliance and investor experience working together.
Your branded investment platform
Your brand. One connected investment platform.
Our turnkey eco-system brings the key components of a fractional investment business together, enabling you to launch, operate and grow with confidence.
Product approvals and provider responsibilities remain specific to each offering.
What sits behind your brand
What’s included in your platform.
The investor sees your brand. Behind it, the product documents, investor controls, payment connections and investment records work together.
Web, iOS and Android under your brand
Let investors join, view opportunities, read documents and follow their holdings and account activity in one place. Branded web, iOS and Android applications can serve both investors and administrators.
Connected payments and administration
The agreed experience supports the systems and workflows that enable your business to operate efficiently and transparently.
How it works
From approved product terms to investor records.
Once product, provider and operating arrangements are agreed, they link investor onboarding and funding with holdings, transaction records, administration and actions the product allows. Account and payment providers supply their services under their own terms.
How the operating arrangements fit together
Clear responsibilities for money and records.
Set the commercial proposition
Brand, assets, strategy, economics and investor relationships.
Approve the product rules
Issuer, licensee and governance arrangements establish eligibility, documents and rights.
Provide technology and operating support
Configured applications, onboarding, provider connections, workflows and administration for the agreed offering.
Bank account
Available cash account
Permitted investment events
Funding and available-cash withdrawals use provider services. Subscriptions, income and exit events follow the applicable product arrangements.
Investment holdings and transaction records
The records reflect approved activity and support registry, administration and reporting. The legal instrument and product documents establish investor rights.
Your offering, clear responsibilities
Keep what makes the offering yours.
You stay in control of the commercial choices behind the offering. Product-specific documents set out each party’s role.
Your organisation retains
You keep your brand, investment strategy, assets, economics and client relationships, and provide the product and commercial information needed to set up the agreed experience.
What we configure
We configure the agreed branded experience and operating workflows for onboarding, records, administration, reporting and connected provider services.
Product and provider documents confirm
These documents identify the issuer, licensee, governance participants, provider roles, account holder, approvals, disclosures and rules for ongoing administration and permitted transfers or exits.
Product and service documentation sets the responsibilities and service scope for each offering.
Launch planning
With an agreed standard web implementation, launch can be targeted in as little as 30 days.
That target depends on having required inputs; agreed scope and branding; product documentation; product-specific approvals; timely decisions and sign-off; readiness; acceptance testing; and integration readiness. It isn't a guarantee. Migration, native-app releases, bespoke work, new integrations and external dependencies are agreed separately and can take longer.
Start with the agreed web scope
Use the established environment for the agreed web scope, applying your brand, product inputs, investor journeys and operating responsibilities.
Plan additional scope separately
Treat native applications, bespoke structures, new integrations and external dependencies as separate delivery workstreams.
Documented reference and published experiences
See the platform in practice.
MyBrix is the documented property reference. FundMyProperty and NestEgg are published experiences that can inform product-experience discussions. Each product and provider arrangement remains distinct.
Documented MyBrix reference
The MyBrix PDS documents roles, rights and product arrangements specific to MyBrix. They do not determine the arrangements for another offering.
Published branded experiences
FundMyProperty, NestEgg and Property Laddr are published branded experiences for their respective property funding or investment contexts.
Other product designs
Managed funds, credit, asset-backed and other fractional investment concepts can be assessed against their own product design, documentation, roles and provider arrangements.
Questions for your product discussion
For your offering, agree the product roles, investor rights, provider scope, account and payment arrangements, permitted exit rules, records and implementation scope.
See what a connected platform could mean for your offering.
Talk with us about your organisation, asset or product strategy, investor base and intended operating model.