SECURITIZE TRANSFER
Transform your investor management- with a digital upgrade
Gone are the days of physical security certificates - manage your investors with an SEC-registered digital transfer agent.
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Features & Services
Onboard investors and automate compliance
Compliantly onboard investors with Securitize iD and automatically enforce regulatory requirements, such as jurisdictional restrictions, via smart contracts.
Issue shares and manage shareholders in real-time
Manage your equity and shareholders in our secure Issuer Portal, with real-time access to your shareholders list and
activity history.
Simplify dividends, reinvestment plans and redemptions
Easily execute and automate investor distributions through cash accounts and allow your investors to self-service DRIP elections.
Host your capital raise with a digital solution
Leverage our efficient fundraising technology to capture one-time or recurring optional cash purchases.
Shareholders get access to their own Investor Portal where they can track investment performance, view account history, change DRIP elections, and create cash accounts for instantaneous investment funding and receipt of dividends and distributions.
WHY SECURITIZE
Features & Services
Onboard investors and automate compliance
Compliantly onboard investors with Securitize iD and automatically enforce regulatory requirements, such as jurisdictional restrictions, via smart contracts.
Issue shares and manage shareholders in real-time
Manage your equity and shareholders in our secure Issuer Portal, with real-time access to your shareholders list and
activity history.
Simplify dividends, reinvestment plans and redemptions
Integrated, self-service investor experience
Shareholders get access to their own Investor Portal where they can:
- Track investment performance
- Create cash accounts for instantaneous investment funding and receipt of dividends and distributions
DEMO VIDEO
See how it works
- Compliant investor onboarding with Securitize iD (KYC/AML)
- Tokenize and issue securities with Securitize Transfer
- Real-time shareholder data and communications
- Issue and track payouts or distributions
What's the difference?
Digital Transfer Agent
- A fraction of the costs since no physical paperwork is required, and middlemen are drastically reduced or eliminated.
- Shares are issued digitally. Compliance restrictions are automatically enforced via smart contracts on the blockchain so everything is updated in a few seconds.
- Issuers access real-time data in the shareholder list, with the ability to issue distributions and shareholder communications digitally.
- No manual reviews, as transfers of digital asset securities are executed automatically between KYC-verified entities.
- Settlement occurs instantly for all transfers and trades.
Traditional Transfer Agent
- More expensive, as many processes - such as issuance and transfers require manual tasks and multiple intermediaries.
- Shares are issued and enforced offline or in a centralized database to ensure compliance requirements are met and ownership is correctly reflected in the Security Master File.
- Nightly database cycles and refreshes do not support real-time access to the latest transactions and changes to shareholder data.
- The transfers of book-entry shares often require paperwork and depend on manual reviews to ensure a transfer is between KYC-verified entities.
- The settlement period for transfers and trades commonly takes 3 - 4 business days.