Broker / Dealer Platform

Issuer Platform

Issuers use the OKTO Issuer Platform to manage their offers either utilizing the OKTO Security Token or 3rd-party protocol. OKTO collects investor data, routes it through any KYC/AML vendor establishes connectivity to the transfer agent to supply token allocations. OKTO also offers SMS and email notifications manage critical investor communications.

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.

TOKEN OFFER

TOKEN ISSUANCE

LIFECYCLE MANAGEMENT

Investor Data Collection

Investor Data Collection

Wallet Management

Fiat / Crypto-Currency Management

Token Transfer to Investors

Ownership Protection

KYC/AML

Wallet Management

Whitelist Management

Communications SMS/Email

Develop/Deploy Token

Communications SMS/Email

BROKER/DEALER

Develop/Deploy Whitelist

Statement Data

BROKER/DEALER

BROKER/DEALER

Transaction History API

BROKER/DEALER

BROKER/DEALER

Compliance Record Keeping

TOKEN OFFER

TOKEN ISSUANCE

LIFECYCLE MANAGEMENT

Investor Data Collection

Investor Data Collection

Wallet Management

Fiat / Crypto-Currency Management

Token Transfer to Investors

Ownership Protection

KYC/AML

Wallet Management

Whitelist Management

Communications SMS/Email

Develop/Deploy Token

Communications SMS/Email

Platform Features

Online Investing

OKTO captures investor data from the OKTO “Invest Now” widget, any secure issuer landing page, or any broker/dealer via an OKTO application or API.

KYC/AML

The platform sends investor data collected from the issuer website or broker/dealter to automated KYC/AML, returning reports and statuses to the OKTO application.

KYC/AML Remediation Workflow

Simplified workflow solution to track remediation KYC/AML of issues with automated investor notifications, data collection, and resubmission.

Fiat/Crypto Currency

Receive money from investors via ACH, Wire, Credit Card or Debit Cards, Ethereum, Bitcoin or Check.

Esign Agreements

Automated delivery and collection of e-sign documents.

Communications SMS/Email

OKTO connects with investors via GDPR compliant, bi-directional communications via SMS and Email.


The OKTO Platform is the Difference

Get started today with the flexibility to change on demand.

  • Rapidly developed and deployed

  • Easily extensible to 3rd party solutions

  • Changeable


Supported 3rd Party Wallets

Metamask

Metamask

MEW

(My Ether Wallet)

Gnosis

Multi-Signature Wallet

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Issuer Platform

Online Investing

OKTO captures investor data from the OKTO “Invest Now” widget, any secure issuer landing page, or any broker/dealer via an OKTO application or API.

KYC/AML

The platform sends investor data collected from the issuer website or broker/dealter to automated KYC/AML, returning reports and statuses to the OKTO application.

KYC/AML Remediation Workflow

Simplified workflow solution to track remediation KYC/AML of issues with automated investor notifications, data collection, and resubmission.

Fiat/Crypto Currency

Receive money from investors via ACH, Wire, Credit Card or Debit Cards, Ethereum, Bitcoin or Check.

Esign Agreements

Automated delivery and collection of e-sign documents.

Communications SMS/Email

OKTO connects with investors via GDPR compliant, bi-directional communications via SMS and Email.

Develop/Deploy Token

OKTO offers an open security token protocol, or can interact with 3rd party token plaform soltuions.echnologies.

Develop/Deploy Whitelist

Support compliance requirements with a standards-based OKTO whitelist, or allow validators by 3rd party whitelist solutions.

Token Transfer to investors

OKTO’s issuance platform can support mass token transfers on issuance, or can submit investor allocation and wallet information to 3rd party security token platforms via API or CSV.

Wallet management

Provides full range of wallet solutions, including managed wallets, multi-signature wallets, and 3rd party hardware and software wallet suport — offering maximum flexibility.

Ownership Protection

OKTO’s issuance platform can support mass token transfers on issuance, or can submit investor allocation and wallet information to 3rd party security token platforms via API or CSV.

Statement Data

Generate periodic statements including pricing to feed mid-back office systems for issuers, broker-dealers and clearing firms who wish to provide Security Token Statement Services.

Transaction History Details

Capture transaction history across exchanges to provide investors year end transaction details across exchanges.

Compliance Reporting

Report Daily token prices, and period reporting where required. Timely reporting of changes to “Insider” wallet balances to report sales in compliance with insider reporting requirements.