Institutional Platform Solutions

Choose the deployment model that fits your enterprise requirements. All options provide access to the same proven DLT infrastructure with different levels of customization, control, and institutional oversight.

First-Party Architecture™

Build Your Own Infrastructure on Enterprise DLT Foundation

The flagship solution for institutions seeking maximum sovereignty and control over their digital asset operations.

Solve the "Buy or Build" Dilemma

Eliminate the traditional "buy or build" dilemma with First-Party Architecture™. Access enterprise-grade tokenization infrastructure while maintaining complete control over user experience, workflow integration, and customer interaction. Build custom applications that reflect your institutional brand and business processes on a proven, regulatory-compliant foundation.

  • Complete UI/UX control and customization
  • Direct API access to all platform functions
  • Custom workflow and business logic integration
  • White-label deployment options
  • Full data sovereignty and ownership
  • Institutional-grade security controls

Technical Architecture Excellence

Built on modern cloud-native principles with GraphQL APIs, microservices architecture, and containerized deployment. Deploy on your infrastructure or ours, with full control over security, compliance, and operational parameters.

  • GraphQL API with complete schema control
  • Microservices-based architecture
  • Container orchestration support
  • Multi-cloud deployment options
  • Zero-trust security model
  • Real-time monitoring and analytics

Core Infrastructure Components

Cap Table Engine

Real-time cap table management with waterfall modeling, scenario analysis, and automated regulatory reporting.

Tokenization Layer

Multi-chain token issuance, lifecycle management, and cross-chain interoperability infrastructure.

Transfer Agent Services

SEC-registered transfer agent operations including shareholder services and regulatory reporting.

Choose Your Deployment Model

Three institutional-grade options designed for different organizational needs and compliance requirements

Premium

First-Party Architecture™

Complete Infrastructure Sovereignty

Build your own institutional platform on our proven DLT infrastructure. Maintain complete control over user experience, data, and operations while leveraging battle-tested tokenization technology.

Ideal for:
  • Large institutional enterprises
  • Complex custom workflow requirements
  • Maximum data sovereignty needs
  • Sophisticated integration requirements
Key Features:
  • Full API and database control
  • Custom business logic implementation
  • On-premise or private cloud deployment
  • White-label and co-brand capabilities
  • Direct regulatory relationship

Enterprise

Shared SaaS

Multi-Tenant Platform with Enterprise Security

Access comprehensive tokenization capabilities through our secure multi-tenant platform. Pre-configured interfaces, standard integrations, and enterprise security protocols enable rapid deployment while maintaining institutional-grade compliance.

Key Features:
  • Pre-built user interfaces and workflows
  • Standard third-party integrations
  • Enterprise security and compliance controls
  • Shared infrastructure with tenant isolation
  • Faster time-to-market

Ideal Use Case: Mid-market enterprises seeking proven tokenization capabilities with minimal implementation time and technical overhead.

Dedicated

Dedicated SaaS

Private Instance with Enhanced Security

Dedicated Vertalo instance with custom configuration options, enhanced security protocols, and priority support. Combines the convenience of SaaS deployment with the security and performance characteristics of private infrastructure.

Key Features:
  • Dedicated infrastructure and resources
  • Custom security parameter configuration
  • White-label branding options
  • Enhanced compliance controls
  • Priority support with dedicated account management
  • Isolated performance and availability

Ideal Use Case: Large institutions requiring dedicated infrastructure, custom security configurations, or priority support for mission-critical deployments.

Solutions by Market Participant

Specialized features and workflows designed for every role in institutional capital markets

Issuers & Fund Managers

Complete lifecycle management for digital securities from issuance to redemption. Integrated cap table management with automated compliance and comprehensive investor relations capabilities.

Core Capabilities
  • Token issuance and lifecycle management
  • Digital cap table modeling and analysis
  • Investor onboarding and KYC automation
  • Distribution management and processing
Compliance & Reporting
  • Regulatory reporting automation
  • Waterfall calculations and modeling
  • Shareholder communications platform
  • Corporate actions processing

Broker-Dealers

End-to-end trade lifecycle management with integrated settlement, custody, and reporting. Built specifically for institutional trading workflows and regulatory requirements.

Trading Infrastructure
  • Order management system integration
  • Trade execution and routing
  • Real-time settlement processing
  • Client portfolio management
Regulatory Compliance
  • Best execution analysis and reporting
  • Risk management controls
  • Client onboarding workflows

ATS & Exchanges

High-performance matching engines with integrated settlement and market data distribution. Built for institutional-grade alternative trading systems and digital exchanges.

Market Operations
  • Order book management
  • Matching engine integration
  • Multi-chain settlement
  • Market data distribution
Oversight & Control
  • Market surveillance and monitoring
  • Participant onboarding
  • Fee and commission management
  • Regulatory reporting

Qualified Custodians

Enterprise custody infrastructure with multi-signature wallets, institutional security controls, and comprehensive audit trails for digital asset safekeeping.

Custody Operations
  • Multi-signature wallet management
  • Hardware security module integration
  • Cold storage infrastructure
  • Asset segregation controls
Client Services
  • Client reporting and statements
  • Asset verification and proof
  • Insurance and bonding protocols
  • Regulatory custody compliance

Enterprise Integration Ecosystem

Connect with existing institutional systems and expand capabilities through our comprehensive partner network

Core Banking Systems

  • FIS Profile & Infinity
  • Temenos T24 & Transact
  • Jack Henry CIF 20/20
  • Custom REST/SOAP APIs
  • SWIFT messaging integration

Portfolio Management

  • Charles River IMS
  • Bloomberg PORT
  • SS&C Advent Geneva
  • Eze Investment Suite
  • BlackRock Aladdin

Compliance & Risk

  • Thomson Reuters World-Check
  • LexisNexis Risk Solutions
  • Chainalysis KYT/KYC
  • NICE Actimize
  • Compliance.ai

Market Data

  • Bloomberg Terminal/API
  • Refinitiv Eikon
  • S&P Capital IQ
  • FactSet Analytics
  • ICE Data Services

DLT Networks

  • Ethereum & Layer 2 Solutions
  • Bitcoin Network
  • Hyperledger Fabric
  • R3 Corda Enterprise
  • Polygon Enterprise

Identity & Access

  • Okta Workforce Identity
  • Microsoft Azure AD
  • Ping Identity
  • Auth0 by Okta
  • Custom LDAP/SAML

Ready to Choose Your Deployment Model?

Our institutional solutions architects will help you evaluate requirements and select the optimal approach for your enterprise digital asset strategy.