Deployment
Agree what your branded investor experience will include
Your branded investor experience brings joining and eligibility checks, digital holdings and transaction records, administration and reporting together. Web, iOS and Android can be included under your brand when they are in the agreed scope.
Your organisation retains
Your brand, assets, strategy, economics and investor relationships remain yours. For an existing product, they remain yours while the governing rights, permissions and approvals, investor and registry data, providers and integrations are assessed.
Product parties approve
The issuer, licensee and governance participants approve the product rules, disclosures and regulated activities allocated to them. Providers deliver their documented account, payment and settlement services.
We connect
We connect the agreed branded journeys, onboarding, eligibility, records, administration and reporting with specified provider or service integrations.