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