Servicing and Corporate Actions
Manage assets post-issuance with features that streamline investor relations, corporate actions, and reporting:
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Corporate Actions: Automated tools for dividend distribution, voting rights, and real-time cap table updates.
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Reporting and Compliance: Exportable position reports and audit trails ensure transparent servicing aligned with regulatory requirements.
Tokenate’s end-to-end tokenization platform covers the entire asset lifecycle, from investor onboarding and token issuance to secondary trading and ongoing servicing. This page details how Tokenate provides financial institutions with a seamless, compliant, and automated process, ensuring efficiency at every stage.
Tokenization Lifecycle Management
Investor Onboarding and Qualification
Tokenate streamlines the onboarding process with AI-driven KYC/AML checks, digital identity creation, and automated investor qualification. This ensures a compliant, efficient entry point for all participants:
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KYC and Document Verification: AI-powered identity verification centralizes document checks, reducing manual work.
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Digital Identity Management: Unique digital identities are generated for each investor, supporting transparent cap table updates and security.
Token Issuance and Deployment
From smart contract creation to token allocation, Tokenate enables issuers to deploy assets on the blockchain with compliance and security integrated from the start:
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Smart Contract Deployment: No-code smart contract deployment with AI recommendations for optimal configurations.
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Token Allocation and Investor Dashboard: Bulk operations allow for quick distribution to investors, with real-time token balance displays in a secure investor dashboard.
