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Aerapass - wealth management software features
Aerapass - wealth management software features

Key Aerapass features for wealth management businesses

Frank avatar
Written by Frank
Updated over 3 weeks ago

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

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

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

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

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

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

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

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

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

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

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

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

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.

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