Aerapass Wealth is a unified platform for securities issuance, distribution, and management that brings together advanced compliance and regtech capabilities.
Aerapass wealth streamlines product creation, unitisation, ledger publication, and document control, ensuring regulatory adherence and operational transparency. Designed for financial institutions, Aerapass Wealth offers robust functionality with a clear interface that adapts to diverse operational needs. With integrated compliance tools and flexible allocation controls, it is an essential solution for managing investment products and meeting stringent regulatory standards.
1. Create New Product
1. Create New Product
Initiate your securities issuance pipeline with our intuitive product creation feature. This function allows you to set up a product quickly while ensuring it meets rigorous operational standards.
2. Asset / Security Type Options
2. Asset / Security Type Options
Categorise your product by choosing from a range of asset types such as bonds, shares, entitlements, units, carbon credits, loans, or properties. This comprehensive list ensures every asset is easily integrated within the system.
3. Identification and Naming
3. Identification and Naming
Each product receives a unique identifier—be it an ISIN, ticker, or product code—to ensure clear tracking. Additionally, you can specify both the legal name and an alternative pseudonym, facilitating smoother communication and reinforcing product identity.
4. Financial Parameters
4. Financial Parameters
Define crucial financial parameters such as base currency, minimum and maximum subscription limits, and unit price. These metrics are fully adaptable, ensuring effective management and alignment with operational practices.
5. Timing Controls
5. Timing Controls
Strategically time your securities offering by setting opening and closing dates for subscriptions. This feature supports robust scheduling, giving you the control needed to manage offerings seamlessly.
6. Visual and Multimedia Integration
6. Visual and Multimedia Integration
Enhance your product’s appeal with rich visual and multimedia content. The interface supports uploading product images and videos, which are critical for effective marketing and asset display.
7. Legal and Informational Content
7. Legal and Informational Content
Incorporate detailed legal terms and conditions alongside comprehensive information content to maintain compliance and clarity. This ensures that every investor receives accurate and reliable data.
8. Program Linkage
8. Program Linkage
Link your security product to broader financial strategies by integrating it with existing programs. This function allows the product to operate in harmony with other modules, reinforcing its overall functionality.
9. Documentation Management
9. Documentation Management
Attach and manage key documents such as the Product Overview, Security Offer Document, Financial Services Guide, Product Disclosure Statement, and Frequently Asked Questions. This repository supports necessary disclosures and investor information.
10. Allocation and Exclusivity
10. Allocation and Exclusivity
Utilise automatic allocation features that distribute securities based on predefined criteria. Additionally, set exclusivity parameters to control your audience, ensuring consistent application across various offerings.
11. Unitisation Management
11. Unitisation Management
For products that are structured in units, the platform offers detailed unitisation management. Define the total number of units, adjust quantities as needed, and control transferability with a simple toggle.
12. Offer Visibility and Ledger Publication
12. Offer Visibility and Ledger Publication
Control the visibility of your offering with flexible publication options. Whether you opt for a public or private offer, the system allows you to record details on an internal ledger or a blockchain ledger, enhancing transparency.