XDEX Transfer Agent TA-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 can directly provide 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.
- Ensure your data independence
- Facilitate automated post-trade settlement (T+0) across markets
- Dividend payment distribution services
- Lost shareholder identification / Escheatment
- Shareholder Proxy / Governance services
- Regulation CF, Regulation A+ Offerings
- Reg A+ Legend Removal & Transfer
- Rule 144 Legend Removal & Transfer