We have assembled an impressive ecosystem of resources to give you access to a wide variety of specialized and validated solutions. We offers solutions around these areas:
Compliance and payments are handled by your own team, deals are managed and updated by your compliance team manually.
Platforms act as the investor/issuer information and communication portal. Automated compliance, payment management and FINRA audits for each offering and deal execution is handled by one of our "best-of-breed" partner platforms integrated with your portal. Meets requirements for both Jobs Act Title 2 offerings (506 Reg D) and will be compliant with Title 3 when regulations are in place.
Our secure hosting environment meets CIFRA industry best practices and are PCI secure environments. This offers peace of mind to customer data and is closest to 100% uptime availability using wholly segregated hosting.