Transfer Agent as a Service

Own and control securities transfer and investor services

XDEX Transfer Agent as a Service powers Transfer Agent operations workflow and processing as an integrated stack between issuers, markets, and custodians for regulatory post-trade settlement processing.

XDEX directly provides Automated Transfer Agent services through API interfaces.

Our clients may opt to use our partner transfer agent services – or we can help facilitate the creation, operation and compliance of a client-owned and operated SEC-registered digital transfer agent to ensure complete and total ownership and control of investor data at all times.

  • Conform to the SEC three-step process
  • ATS/Exchanges & Custodian integration
  • Ensure your data independence
  • Facilitate automated post-trade atomic settlement (T+0) across markets
  • Dividend payment distribution services integration
  • Shareholder Proxy / Governance services
  • Regulation CF, Regulation A+ Offerings
  • Reg A+ Legend Removal & Transfer
  • Rule 144 Legend Removal & Transfer
Transfer Agent-as-a-Service

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