Financial Services platforms for security tokens

Tailored for SEC compliant token issuers, transfer agents, and tax accounting professionals

Financial Services platforms for security tokens

Tailored for SEC compliant token issuers, transfer agents, and tax accounting professionals

For Every Step Of The Security Token Lifecycle

Offering

Issuance

Management

For Every Step Of The Security Token Lifecycle

BROKER/DEALER

ISSUERS

MONEY SERVICES

TRANSFER AGENTS

TAX ACCOUNTING

Platform Suite

Token Issuer

With the OKTO Issuer Platform, issuers manage their offers with the OKTO Security Token protocol or use their own with plug-and-play KYC/AML, transfer agent participation registered securities restrictions, sophisticated investor communications and workflows.

Transfer Agent

With the OKTO Transfer Agent Platform, transfer agents perform Registered Transfer Agent functions for any security tokens on any network across the growing universe of security token protocols and blockchains.

Tax Accounting

The OKTO Tax Accounting Platform collects transaction events from any exchange that offers an API to produce a unified view, trade matching, and profit/loss analysis for hedge funds, crypto-currency trading desks, and large investors.

Money Services

Money Services businesses use OKTO to automate the collection of investor data, and — where necessary — run KYC/AML checks to compliance purposes. OKTO matches the investor payments from Debit/Credit Cards, Wire, ACH and check to the investor name, with easy connectivity to transmit the cap table to issuers and transfer agents.

Broker Dealer

Broker/dealers use OKTO to automate all of the phases of an issuance, including capturing investor information from any online or in-house source, automating bad-actor and KYC/AML checks, interacting with money services automation to process payments, and maintaining the necessary compliance records.


All OKTO solutions feature a fully documented RESTful API extending interactions between issuers, transfer agents, exchanges, investors and tax professionals.

Make Contact


Your interest:

  *Please Consent to your data being stored
in line with our privacy policy (required).