State of the Art
State of the Art
Investor Management & Transfer Agent Services
Investor Management & Transfer Agent Services
The only fully integrated, end-to-end transfer agent, designed to help issuers fundraise, streamline workflows, manage investors, and provide a path to liquidity.
The only fully integrated, end-to-end transfer agent, designed to help issuers fundraise, streamline workflows, manage investors, and provide a path to liquidity.
Investor management designed for the modern issuer
Issuer Portal
Issuer Portal
Issuer Portal
Effortlessly onboard and manage investors, monitor account activity, manage distributions, send investor communications, and much more.
Your portal is fully customizable to reflect your brand’s identity, including your logo and color scheme, providing a seamless and professional experience for you and your investors.
Effortlessly onboard and manage investors, monitor account activity, manage distributions, send investor communications, and much more.
Your portal is fully customizable to reflect your brand’s identity, including your logo and color scheme, providing a seamless and professional experience for you and your investors.
Effortlessly onboard and manage investors, monitor account activity, manage distributions, send investor communications, and much more.
Your portal is fully customizable to reflect your brand’s identity, including your logo and color scheme, providing a seamless and professional experience for you and your investors.
Investor Portal
Investor Portal
Investor Portal
Empower your investors with transparency. Your investors can view and mange their investments, subscribe to offerings, download statements and tax documents, send requests, and more.
The portal is fully customizable to reflect your brand’s identity, including your logo and color scheme, providing a seamless and professional experience for you and your investors.
Empower your investors with transparency. Your investors can view and mange their investments, subscribe to offerings, download statements and tax documents, send requests, and more.
The portal is fully customizable to reflect your brand’s identity, including your logo and color scheme, providing a seamless and professional experience for you and your investors.
Empower your investors with transparency. Your investors can view and mange their investments, subscribe to offerings, download statements and tax documents, send requests, and more.
The portal is fully customizable to reflect your brand’s identity, including your logo and color scheme, providing a seamless and professional experience for you and your investors.
Offerings / Fundraise
Offerings / Fundraise
Offerings / Fundraise
Experience seamless fundraising with our cutting-edge straight-through processing service. Our fully automated solution ensures quick, accurate, and hassle-free transactions from start to finish, eliminating the need for paper or wet signatures.
Whether you are partnering with a custodian or an advisor, need to calculate sales commissions, or streamline collaboration, our comprehensive support and integration have you covered.
Experience seamless fundraising with our cutting-edge straight-through processing service. Our fully automated solution ensures quick, accurate, and hassle-free transactions from start to finish, eliminating the need for paper or wet signatures.
Whether you are partnering with a custodian or an advisor, need to calculate sales commissions, or streamline collaboration, our comprehensive support and integration have you covered.
Experience seamless fundraising with our cutting-edge straight-through processing service. Our fully automated solution ensures quick, accurate, and hassle-free transactions from start to finish, eliminating the need for paper or wet signatures.
Whether you are partnering with a custodian or an advisor, need to calculate sales commissions, or streamline collaboration, our comprehensive support and integration have you covered.
Investor Communications
Investor Communications
Investor Communications
Enhance your investor relations with our seamless communication platform, designed to keep your investors informed and engaged with real-time updates and personalized messaging via email or traditional letters.
Our platform also offers advanced features such as saving drafts and templates, customizing headers and footers, scheduling messages, and managing recipient groups to optimize your communication process.
Enhance your investor relations with our seamless communication platform, designed to keep your investors informed and engaged with real-time updates and personalized messaging via email or traditional letters.
Our platform also offers advanced features such as saving drafts and templates, customizing headers and footers, scheduling messages, and managing recipient groups to optimize your communication process.
Enhance your investor relations with our seamless communication platform, designed to keep your investors informed and engaged with real-time updates and personalized messaging via email or traditional letters.
Our platform also offers advanced features such as saving drafts and templates, customizing headers and footers, scheduling messages, and managing recipient groups to optimize your communication process.
Distributions
Distributions
Distributions
Streamline your dividend calculations and distributions with our innovative system, ensuring accurate and timely payouts to your shareholders every time.
Our system effortlessly manages the entire process, from automatically calculating distributions and withholding taxes to ensuring smooth payments via ACH or checks.
Streamline your dividend calculations and distributions with our innovative system, ensuring accurate and timely payouts to your shareholders every time.
Our system effortlessly manages the entire process, from automatically calculating distributions and withholding taxes to ensuring smooth payments via ACH or checks.
Streamline your dividend calculations and distributions with our innovative system, ensuring accurate and timely payouts to your shareholders every time.
Our system effortlessly manages the entire process, from automatically calculating distributions and withholding taxes to ensuring smooth payments via ACH or checks.
Reporting & Payments
Reporting & Payments
Reporting & Payments
Streamline your financial operations with our automated reporting and payment service. Whether it’s upfront commissions or trailing fees, our system ensures accurate calculations and timely payments to firms and advisors.
Streamline your financial operations with our automated reporting and payment service. Whether it’s upfront commissions or trailing fees, our system ensures accurate calculations and timely payments to firms and advisors.
Streamline your financial operations with our automated reporting and payment service. Whether it’s upfront commissions or trailing fees, our system ensures accurate calculations and timely payments to firms and advisors.
Document Management
Document Management
Document Management
Our document management system offers issuers a streamlined and secure solution for handling shareholder documents. Enjoy easy organization and quick access, with the peace of mind that your data is protected.
Our document management system offers issuers a streamlined and secure solution for handling shareholder documents. Enjoy easy organization and quick access, with the peace of mind that your data is protected.
Our document management system offers issuers a streamlined and secure solution for handling shareholder documents. Enjoy easy organization and quick access, with the peace of mind that your data is protected.
Industry Connectivity
Industry Connectivity
Industry Connectivity
Our system bridges the gap between issuers and key financial industry participants, including broker-dealers, advisors, and custodians, ensuring a smooth and efficient connection for all your financial transactions.
Whether it’s straight through processing via onboarding systems, DTTC’s AIP reporting, or connecting to your Customer Relationship Management (CRM) system, our solution ensures all your financial processes are integrated and streamlined.
Our system bridges the gap between issuers and key financial industry participants, including broker-dealers, advisors, and custodians, ensuring a smooth and efficient connection for all your financial transactions.
Whether it’s straight through processing via onboarding systems, DTTC’s AIP reporting, or connecting to your Customer Relationship Management (CRM) system, our solution ensures all your financial processes are integrated and streamlined.
Our system bridges the gap between issuers and key financial industry participants, including broker-dealers, advisors, and custodians, ensuring a smooth and efficient connection for all your financial transactions.
Whether it’s straight through processing via onboarding systems, DTTC’s AIP reporting, or connecting to your Customer Relationship Management (CRM) system, our solution ensures all your financial processes are integrated and streamlined.
Secondary Market Access
Secondary Market Access
Secondary Market Access
Unlock liquidity with exclusive access to LODAS’ Secondary Market. Enable this feature to empower your shareholders with the ability to place Requests for Quotes or Limit Orders, connecting them with LODAS’ extensive network of buyers and ensuring liquidity precisely when it’s needed most.
Unlock liquidity with exclusive access to LODAS’ Secondary Market. Enable this feature to empower your shareholders with the ability to place Requests for Quotes or Limit Orders, connecting them with LODAS’ extensive network of buyers and ensuring liquidity precisely when it’s needed most.
Unlock liquidity with exclusive access to LODAS’ Secondary Market. Enable this feature to empower your shareholders with the ability to place Requests for Quotes or Limit Orders, connecting them with LODAS’ extensive network of buyers and ensuring liquidity precisely when it’s needed most.
Compliance
Compliance
Compliance
We prioritize compliance to ensure the utmost security and integrity for issuers and shareholders. As an SEC-regulated transfer agent and FINRA/SEC-regulated broker-dealer, we conduct comprehensive Know Your Customer (KYC), Anti-Money Laundering (AML), and OFAC checks on all accounts.
We also ensure adherence to regulatory requirements specified by your PPM, Prospectus, or LPAs, including Blue Sky Tracking and Accreditation (506b, 506c) compliance.
We prioritize compliance to ensure the utmost security and integrity for issuers and shareholders. As an SEC-regulated transfer agent and FINRA/SEC-regulated broker-dealer, we conduct comprehensive Know Your Customer (KYC), Anti-Money Laundering (AML), and OFAC checks on all accounts.
We also ensure adherence to regulatory requirements specified by your PPM, Prospectus, or LPAs, including Blue Sky Tracking and Accreditation (506b, 506c) compliance.
We prioritize compliance to ensure the utmost security and integrity for issuers and shareholders. As an SEC-regulated transfer agent and FINRA/SEC-regulated broker-dealer, we conduct comprehensive Know Your Customer (KYC), Anti-Money Laundering (AML), and OFAC checks on all accounts.
We also ensure adherence to regulatory requirements specified by your PPM, Prospectus, or LPAs, including Blue Sky Tracking and Accreditation (506b, 506c) compliance.
Security
Security
Security
At LODAS Cyber Security is extremely important. Customers trust us with their personal and financial information, and it is our duty to do the utmost to ensure our customer’s information is safe with us – we take this responsibility very seriously.
We are SOC 2 Type II certified and we employ bank-grade encryption standards to safeguard your documents and data. For more information
visit our Trust & Security page.
At LODAS Cyber Security is extremely important. Customers trust us with their personal and financial information, and it is our duty to do the utmost to ensure our customer’s information is safe with us – we take this responsibility very seriously.
We are SOC 2 Type II certified and we employ bank-grade encryption standards to safeguard your documents and data. For more information
visit our Trust & Security page.
At LODAS Cyber Security is extremely important. Customers trust us with their personal and financial information, and it is our duty to do the utmost to ensure our customer’s information is safe with us – we take this responsibility very seriously.
We are SOC 2 Type II certified and we employ bank-grade encryption standards to safeguard your documents and data. For more information
visit our Trust & Security page.