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 existing website.
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.
WealthForge’s 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.