Keep the investor register
Who holds what, since when, verified by whom. Every change is recorded, so the register can be shown to an auditor or regulator.
Service 05
Your investor portal and console, set up under your name.
The Asset Tokenization platform gives your investors a portal on your own domain, where they register, verify their identity, sign, pay and see what they own. Your team gets a console for the investor register, payments and reporting. This service is the setup: we brand it, configure your offering, connect your providers and train your team.
- Sets up
- Investor portal and issuer console
- Branding
- Your name, your domain
- Underneath
- ERC-3643, independently audited code
What your investors do
The investor portal carries your brand and sits on your domain. We configure each step during setup.
- 01
Register
The investor creates an account with their basic details.
- 02
Verify identity
Identity and anti-money-laundering checks run through your KYC/AML provider, inside the portal. Only verified investors can go further.
- 03
Sign
The investor reads the offering documents and signs the subscription electronically.
- 04
Pay
The investor pays by the methods your structure and counsel allow. The platform matches the payment to the subscription.
- 05
See holdings and documents
The investor sees what they hold, past and scheduled payments, and every document you publish: reports, notices, statements.
What your team does in the issuer console
Run payments
Calculate what each investor is owed under the terms, approve it and pay it. The waterfall from Financial design is configured here.
Approve and review transfers
See transfers that passed or were refused under your investor rules, and handle exceptions such as recoveries.
Report
Publish reports and notices to all investors at once, and export the register and payment history for your accountants.
What is underneath, in plain terms
Each investor's holding is a digital security recorded on a shared public network, not only in a private database. That is what lets the rules travel with the security: whoever tries to transfer it, the same checks run.
The platform uses ERC-3643, the security-token standard that checks the rules on every transfer, on the Polygon network. The code that defines the security is the unmodified T-REX reference suite for ERC-3643, independently audited by Hacken in 2023. Industry-wide, more than $32B of real-world assets had been tokenized on ERC-3643 by 2025. More on the standard.
What setup includes
- The investor portal, branded and running on your domain
- The issuer console, with roles and permissions for the people you name
- Your digital security issued with your investor rules built in
- Your payment schedule and distribution waterfall configured
- Identity checks connected through integrated KYC providers, or your own
- Training for your team and a written operating guide
- A test run with sample investors before launch
What we need from you
- Your domain and brand assets: logo, colours, legal name
- The final offering documents from counsel
- Your KYC/AML provider details
- Bank or payment arrangements agreed with your structure
- The names and roles of people who will use the console
See every module of the platform
The product page walks through the portal, the console, the rules engine, payments and distributions, reporting and follow-on offerings. The platform already runs live regulated offerings. See the track record.
Before and after this step
Setup uses the outputs of Investor rules and Financial design. After launch, the platform becomes your working tool, and Distribution & ongoing management supports you in running it: payments, register changes and follow-on offerings.
Questions we get
Do our investors need to understand the technology?
No. They use a normal web portal on your domain. Holdings, payments and documents are shown in plain terms.
We are a small team. Can we run this?
Yes. The console is built for a business without an IT department: one or two named people approve payments and notices, and we help run the routine until you are comfortable.
Do you hold investors' money or securities?
No. We provide the technology. Payments move through the arrangements set up in your structure, and custody, where needed, sits with a licensed institutional custodian.
Can we use the platform without the other services?
Yes, if your structure, rules and terms are already settled. We check they fit before we configure anything.
What if we want to move to another provider later?
Your security and investor register belong to you. Because we use a public standard and the unmodified reference code, the security is not tied to proprietary code of ours. We agree the handover terms in the engagement.
Asset Tokenization provides technology and advisory services only. The issuer remains responsible for its offering and its compliance obligations.
Ready to raise money on your own platform?
Tell us about your project in five short steps. Within a week you'll know whether it fits, what's missing and how quickly your investor portal could go live.