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With our Invest Button, Issuers and Intermediaries now have a technology-enabled, turnkey solution to outsource the back office tasks to complete a private securities transaction. This full-featured platform provides everything needed from beginning to end to process the transaction – including compliance, escrow management, reporting and more.
If you’re raising capital once or twice a year, the Invest Button is the fastest
way to get started. Easily customize your Invest Button to seamlessly integrate into your
The Enterprise Solution is best for established organizations with extensive experience with raising private capital and planning to offer multiple deals throughout the year.
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The WealthForge solution reduces the time it takes to complete
a private securities transaction by automating many
currently manual processes. WealthForge’s technology
component brings organization and transparency to
a traditionally complex, document-laden process.
turnkey platform allows Issuers and Intermediaries to
benefit from using the platform as needed, shifting significant parts of their cost structure from fixed to variable expenses.
The third and most important advantage of the WealthForge approach is to make Issuers, Intermediaries and Investors more compliant with federal and state securities regulations. WealthForge has integrated a technology solution directly into the back office of its SEC registered broker-dealer ensuring that everyone involved meets the required rules and regulations.
Presented live at this year's FinovateSpring 2015 conference, this demo unveils our latest innovation, the Invest Button.