Easy identification and tracking of beneficial owners for alternative investments. Remain compliant and reduce the risk of fraud.
Built with Reg CF, Reg A+, Reg D and other regulatory exemptions in mind.
Designed to be integrated into your platform’s UX/UI, providing your issuers and investors a better experience.
Built to scale for hundreds of thousands of issues and millions of investors, while remaining cost-effective.
With traditional transfer agents, issuers and investors are left with a disjointed and cumbersome experience.
Issuers and investors must leave your platform for transfer agent services, creating a disruptive experience.
No bidirectional data to obtain real-time updates in relation to investors and holdings, recorded by the transfer agent.
Issuers and investors have to correspond with a third party for key events like transfers, sales, and conversions.
No direct integration with your platform to facilitate secondary liquidity.
Our digital transfer agent provides issuers and investors a seamless and unified experience.
Personalize your User Experience
Remain in control of your front-end by integrating our transfer agent into your platform via our API.
Enable Programmatic Transfers
Seamlessly request transfers, sales, updates, and conversions via API.
Enable Secondary trading liquidity
Our platform features the ability to enable secondary liquidity, providing greater flexibility for investors to buy and sell assets.
Access Ownership Records
Access records of securities held by investors on your platform via API or BitGo RWA’s dashboard.
Our SEC-registered transfer agent can seamlessly integrate with your existing applications. Our innovative solution creates a unified digital experience that services issuers and investors in a compliant and cost-effective way.
Issue and cancel securities. Maintain an accurate record of all of your investors and their holdings.
Review holdings, make inquiries, initiate transfers and receive distributions in the same UX of the platform through which they invested. One less third party to deal with.
Keep important information up to date, including name, address, phone, and email.
API-forward solution purpose-built for platform integration. Offer issuers and investors access to transfer agent functionality through your existing UX.
Built to scale for hundreds of thousands of issues and millions of investors, with minimal manual operational intervention.
Automated and scalable features built specifically for widely held securities issues, remaining cost-efficient.
Ready to integrate with Alternative Trading Systems (ATS) and peer-to-peer solutions to facilitate secondary liquidity.
Our transfer agent is designed from the ground up to facilitate private security transactions at scale, providing flexible and compliant solutions for issuers, investment platforms, and investors.
Traditional Transfer Agents | ||
---|---|---|
Record Investors | YES | YES |
Record Holdings | YES | YES |
Create Securities | YES | YES |
Cost effective for private securities, especially widely held issues | NO | YES |
ATS Integration Ready | NO | YES |
Tokenized Security Compatible | NO | YES |
API Based | NO | YES |
Front-End UX Flexibility | NO | YES |
Paying Agent services for programmatic distributions COMING SOON | NO | YES |
With a transfer agent built for today’s fast evolving investment landscape.
Looking for a customized transfer agent service solution?
We offer a wide range of capabilities that can be tailored to your
requirements.
To learn more contact us at
sales@brassicafin.com