Securitize Platform 3.0 Release — Enter the Control Panel

May 13, 2019

Securitize’s development team has been hard at work over recent months in order to create a new release for the platform. Version 3.0 will provide a giant leap for supporting organizations wanting to issue Digital Securities, enabling the management of their lifecycle through secondary trading and more.

To this end, we created Securitize’s Control Panel. This Control Panel is the center of operations for our customers and will provide the tools to create a site to onboard and keep in communication with investors, track their fundraising process, or be able to check their holders’ information in real time.

Let’s take a look at some of the main features we bring here.

Multiple Issuance Management

One of the key aspects in version 3.0 is multi-tenancy, which means that a platform user will now be able to manage several Digital Securities Offerings from a single endpoint.

Issuer Management Panel

Via the Issuer Management Panel, it is possible to access different instances of the platform, manage different token issuances, as well as create new instances in just a few clicks.

This Issuer Management Panel will also be the main tool that partners in our “Securitize Ready” program will be able to leverage in order to issue and manage security tokens for their clients on the Securitize platform.

Dashboard with Raise Performance Indicators

Each instance managed via the panel provides detailed information on all aspects of the token issuance, including:

List of registered prospective investors
Progress of the fundraise, tracking both pledged and funded amounts
Tracking of the progress of KYC/AML checks on participants, with tools to facilitate solving the most common issues
Full configuration of the fundraise site, changing colors, images, documents and the rest of the content

Our brand-new dashboard allows for tracking at a single glance. Metrics such as specific progress on investor registration and fundraising over recent days, as well as an activity log for all that is happening around your token issuance are featured aesthetically:

Track the progress of a fundraise at a glance.

Token-holder registry updated in real time

Once tokens have been issued, you will have access to all the information about your token-holders with just one click.

Thanks to the capabilities of Securitize’s DS Protocol and the integration with marketplaces, like Securitize Markets using the RFE (Ready For Exchange) API, the information presented in the cap table includes a real-time list of your investors - including those that only become holders through secondary trading and did not register directly via your own site.

A fully updated cap table at your fingertips.

New features for investors, too

The new 3.0 platform release brings not only a new Control Panel experience to issuers, but an improved experience for investors with new capabilities such as:

Two-factor-authentication for the investor dashboard. Investors can now further secure their access to tokens and investment information by enabling Google Authenticator as a 2FA mechanism in their dashboard.

Investor profile now allows enabling of 2FA.

FATCA information for onboarding. As part of the collection of information for investor verification, we now also collect relevant data for compliance with the Foreign Account Tax Compliance Act (FATCA).
Bank account information for fiat payouts. Investors can now provide information about their bank account to enable the receipt of fiat payouts for those Digital Securities providing fiat distributions as part of their value proposition.

Investors can now provide the account where they want to receive dividends or other payments.

More things coming soon…

Of course, this is just another step in the expansion of capabilities that Securitize is bringing to issuers and the growing ecosystem for Digital Securities. New capabilities will keep coming, and we will be happy to share our progress with you.

Check the background of Securitize Markets on Finra BrokerCheck.

Securities are offered through Securitize Markets, LLC, (“Securitize Markets”) a registered broker-dealer and member FINRA/SIPC. Neither Securitize Markets, nor any of its affiliates provide any investment advice or make any investment recommendations to any persons, ever, and no communication through herein or in any other medium should be construed as such. Securities offered on the Securitize Markets ATS have not been registered under the Securities Act of 1933 and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Assets listed herein, such as digital assets or tokens using blockchain, are speculative, involve a high degree of risk, are generally illiquid, may have no value, have limited regulatory certainty, are subject to potential market manipulation risks and may expose investors to loss of principal. Investments in private placements, start-up investments in particular, are also speculative and involve a high degree of risk. Investors must be able to afford the loss of their entire investment. Eligibility to buy and sell securities on the Securitize Markets ATS is determined by Securitize Markets in its sole discretion. Offers to sell, or the solicitations of offers to buy any security can only be made through official offering documents that contain important information about risks, fees and expenses associated with the applicable securities available for trading on the Securitize Markets ATS. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed herein, and are encouraged to consult with a financial advisor, attorney, accountant, tax advisors, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Past performance is not indicative of future results. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided herein or through any references/links herein. Any financial projections or returns shown herein are provided by the issuer of the relevant security and Securitize Markets has not verified the accuracy. Further, there can be no assurance that any valuations provided by issuers are accurate or in agreement with market or industry valuations. Securitize Markets and its affiliates make no representations or warranties as to the accuracy of such information. Securitize Markets may collect certain information about you that helps us comply with various securities regulations and rules and the USA PATRIOT Act, a Federal law that requires all securities firms to obtain, verify, and record information that identifies each applicant. The information also helps us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you. The term “Investors” used on this website, typically refers to accredited investors where applicable. Please note: if we cannot verify the information you provide, we may be required to restrict or deny your account. Trading during Extended Hours Trading Sessions carries unique risks, such as greater price volatility, lower liquidity, wider bid/ask spreads, and less market visibility, and may not be appropriate for all investors. There is no guarantee that a diversified portfolio will enhance overall returns, outperform a non-diversified portfolio, or prevent against loss. By accessing this site and any pages thereof, you agree to be bound by our Terms of Service and Privacy Policy.