Platform Features
Comprehensive suite of tools for tokenizing and managing assets across the entire lifecycle
Deal Creation & Management
Create and manage tokenized asset offerings with our intuitive multi-step wizard. Advanced application management with bulk actions, smart filtering, and automated workflows for investor applications.
Key Benefits
- •Intuitive multi-step deal creation wizard
- •Support for multiple asset classes and regulatory frameworks
- •Application management with bulk actions and smart filtering
- •AI-powered priority sorting for investor applications
- •Document upload and management
- •Customizable terms, FAQs, and vesting schedules
- •Soft/hard cap management
Our deal creation & management module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Deal Creation & Management module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
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Compliance & KYC/AML
Built-in regulatory compliance with integrated KYC/AML and accredited investor checks. Dedicated Compliance Officer role with review queue, digital signature approvals, and complete audit trails.
Key Benefits
- •Third-party KYC integration with Sumsub and ShuftiPro
- •Accredited investor verification workflows
- •AML risk scoring and monitoring
- •Compliance Officer dashboard with review queue
- •Digital signature approval workflow for escrow payments
- •Regulation presets (Reg D, Reg S, MiFID II, etc.)
- •Automated compliance reporting
Our compliance & kyc/aml module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Compliance & KYC/AML module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
User Authentication & Profile
Secure multi-method authentication with wallet integration and MFA options. Comprehensive user profiles with KYC status tracking.
Key Benefits
- •Multiple authentication methods (email/password, social OAuth, wallets)
- •Multi-factor authentication options
- •Comprehensive user profiles
- •Wallet address management
- •Role-based access control
Our user authentication & profile module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The User Authentication & Profile module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
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Portfolio & Distributions
Real-time portfolio tracking with automated dividend distributions and performance metrics. Historical yield charts and audit-ready transaction logs.
Key Benefits
- •Real-time portfolio dashboard
- •Automated dividend distributions
- •Performance metrics and analytics
- •Historical yield charts
- •Audit-ready transaction logs
Our portfolio & distributions module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Portfolio & Distributions module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
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Secondary Market Trading
Compliant P2P marketplace with advanced trading features and secure escrow. Order book functionality, limit/market orders, and atomic settlement.
Key Benefits
- •P2P trading marketplace
- •Advanced order book functionality
- •Limit and market orders
- •Secure escrow contracts
- •Transfer agent approval workflow
Our secondary market trading module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Secondary Market Trading module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
Payments & Settlement
Multi-currency payment infrastructure supporting 14+ blockchain networks, Bitcoin, and fiat on-ramp. Flexible payment options with both crypto and fiat support for seamless transactions across all major chains.
Key Benefits
- •14+ EVM networks (Ethereum, Base, Polygon, BSC, Arbitrum, Optimism)
- •Multiple tokens: USDT, USDC, DAI, ETH, MATIC, BNB
- •Bitcoin integration via Garden Bridge (0.2-0.5% fee)
- •USDT on Tron for ultra-low transaction fees
- •Fiat on-ramp via Thirdweb (Visa, MasterCard, Amex, Discover)
- •Smart contract-based settlement
- •Wire transfer instructions and tracking
Our payments & settlement module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Payments & Settlement module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
Document Management
Secure document storage with built-in e-signature and template generation. IPFS + Cloudflare R2 storage and legally binding canvas-based signing.
Key Benefits
- •Secure document storage and management
- •Built-in e-signature functionality
- •Template generation for standard documents
- •Document version control
- •Audit trail for all document actions
Our document management module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Document Management module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
Admin & Role Management
Comprehensive admin controls with role-based access and platform configuration. Dedicated dashboards for Admins, Issuers, Brokers, and Transfer Agents.
Key Benefits
- •Role-based access control
- •Customizable user permissions
- •Admin dashboard with platform metrics
- •User management interface
- •Platform configuration settings
Our admin & role management module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Admin & Role Management module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
Notifications & Communication
Real-time alerts and configurable communication channels for all platform events. In-app notifications, email integration, and Telegram hooks.
Key Benefits
- •Real-time in-app notifications
- •Email notification system
- •Telegram integration
- •Customizable notification preferences
- •Event-based communication triggers
Our notifications & communication module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Notifications & Communication module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
Referral & Tier System
Built-in referral program with configurable user tiers and reward distribution. User-generated referral codes, tracked conversions, and on-chain/off-chain rewards.
Key Benefits
- •Customizable referral program
- •User tier system with benefits
- •Referral tracking and analytics
- •Automated reward distribution
- •Referral marketing tools
Our referral & tier system module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Referral & Tier System module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demoEscrow & AML Security
Individual escrow smart contracts for every investment with automated AML screening via Chainalysis. Enhanced security with risk scoring, sanctions checks, and enhanced due diligence workflows.
Key Benefits
- •Individual escrow contract per investment via factory pattern
- •Chainalysis AML risk scoring (0-100 scale)
- •Automated thresholds: 0-30 auto-approve, 31-70 review, 71-100 reject
- •OFAC and EU sanctions list screening
- •PEP (Politically Exposed Person) checks
- •Enhanced Due Diligence (EDD) via Sumsub integration
- •30-day escrow timeout with automatic refunds
Our escrow & aml security module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Escrow & AML Security module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demo
Investment Funnel Analytics
Comprehensive funnel tracking and analytics for investor applications and deal performance. Monitor conversions, rejection rates, and pipeline value with real-time metrics and anomaly detection.
Key Benefits
- •Deal-level funnel tracking: Applied → Review → Approved → Funded
- •Platform-wide conversion metrics and performance indicators
- •Investment rate calculation (can exceed 100%)
- •Rejection rate monitoring and analysis
- •Anomaly detection for unusual patterns
- •Pipeline value tracking across all stages
- •Real-time status indicators and alerts
Our investment funnel analytics module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Investment Funnel Analytics module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demoEntity Management
Multi-entity support for managing multiple companies, brands, or investment vehicles from a single platform. Separate branding, cap tables, and compliance configurations per entity.
Key Benefits
- •Multiple company/entity support in one platform
- •Entity-level branding and visual customization
- •Separate compliance configurations per entity
- •Individual cap tables and investor management
- •Cross-entity reporting and analytics
- •Entity-specific user roles and permissions
- •Consolidated admin dashboard across all entities
- •Entity switching for multi-brand managers
Our entity management module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Entity Management module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demoUI Customization & White-Label
Production-ready, fully customizable UI with white-label branding options. Multiple layout views, theme customization, and custom domain support for a seamless branded experience.
Key Benefits
- •Production-ready customizable UI out of the box
- •White-label branding: logo, colors, fonts, styling
- •Multiple deal layout options: Grid, Table, Kanban, Map views
- •Theme customization with dark/light mode support
- •Custom domain and subdomain support
- •Responsive design for all devices
- •Component-level customization options
Our ui customization & white-label module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The UI Customization & White-Label module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demoSyndicates & Investment Groups
Launch investment syndicates and groups in minutes with automated SPV management. Enable clients to create themed funds, structured products, and collaborative investment vehicles with built-in analytics and revenue sharing.
Key Benefits
- •Quick syndicate setup: 5-10 minutes through UI
- •Automated SPV (Special Purpose Vehicle) management
- •Real-time performance tracking and portfolio analytics
- •Benchmark comparison against market indices
- •Automated referral tracking and commission payouts
- •Themed funds: AI, Web3, Robotics, ESG-focused
- •Risk-adjusted products: conservative to aggressive strategies
Our syndicates & investment groups module provides a comprehensive solution for managing all aspects of your tokenized assets. With an intuitive interface and powerful backend, you can streamline operations and ensure compliance.
Extended Capabilities
Additional Features
The Syndicates & Investment Groups module extends beyond basic functionality to provide a comprehensive solution for your tokenization needs. With advanced features and customization options, you can tailor the platform to your specific requirements.
Request a demoReady to transform your asset management?
Schedule a personalized demo to see how our tokenization platform can revolutionize your business with these powerful features.