Whether you have hundreds of clients to serve, financial targets to hit, or need back-office improvements, Business Portal delivers a feature-rich toolkit that will automate and reduce your administrative workload.
Keeping up with customers can be overwhelming. Now you can view all your customers in one tab to get a detailed activity updates.
Learn more about what your customers or clients see on our User Portal.
The investment tab helps you curate and track super-assets – investments with multiple investors. This enables you to invite clients to view information about and consider specific investment opportunities.
As integral parts of most teams, developers need to access their tools in order to operate effectively. We’ve made it easy for your developers to house and generate API keys for optimal integration.
Learn more about our API.
Trust Platform’s business portal gives companies administrative control over customer accounts, from onboarding to dividend payments. Additionally, AET automates the compliance and due diligence process so businesses can worry about serving their customers to the best of their ability.
There are two separate portals that will be issued – a Business Portal (for your company) and an Investor Portal (one for each investor). You can use your Business Portal to sort through customers, collect and store documents, initiate transaction, and manage various aspects of the investment lifecycle.
AET provides custody for your investor’s assets, so they can link financial accounts to their Investor Portal and deposit funds into their account. These funds can then be directed to investment opportunities that your company has created on the system (Private Placements, REITs, commodities, etc.)