Ensure AML/KYC are completed on each investor resulting in reduced risk and increased efficiency.
Process and account for every dollar, while protecting issuers, investors and yourself during a capital raise. Automate investment reconciliation.
Automatically open an escrow account online for each offering and send payments from investors directly into escrow.
Bad Actor Checks
Automatically screen executives of companies offering securities to ensure compliance with the SEC and reduce risk.
Broker-dealers can easily manage their tech-driven offerings using our powerful compliance and syndication tools.