Digital securities platforms for issuers and operators.
Build your own platform or prepare a securities issuance project. Coretos designs and delivers the technology for investor onboarding, issuance, ownership records, transfers, corporate actions and ongoing servicing. Choose a focused platform for one product, a white-label implementation or a custom system for more complex operations.
Your platform or your issuance
You need a platform
Create the infrastructure your organization uses to issue and service digital securities. We define the product model, user roles, integrations, deployment and ongoing support with your team.
You have an asset or transaction
Start with the issuer, the rights investors will hold and the intended financing structure. Coretos can help define the project and assess platform options, including traditional, tokenized and hybrid approaches.
Make investor rights part of the platform design
The system needs to reflect the instrument it supports. Equity, debt and fund interests carry different rights, events and servicing requirements.
We map the agreed structure to ownership records, eligibility checks, transfers, payments and reporting. Where a structure provides indirect or contractual exposure, that relationship must be clear in the investor experience and supporting records.
| Instrument | Examples of workflows to design |
|---|---|
| Equity and shares | Ownership records, transfer approvals, voting, dividends and corporate actions. |
| Bonds and debt | Subscription, allocation, coupon schedules, maturity events and servicing records. |
| Fund interests | Share classes, dealing terms, subscriptions, redemptions, NAV inputs and distributions. |
This is a starting framework for system design. The project defines the precise rights and operational requirements.
Connect issuers, investors and service providers
Give each participant the tools and permissions their role requires.
Issuer workflows can cover instrument setup, documents, approvals, allocations and ongoing reporting. Investor workflows can cover onboarding, subscriptions, holdings, documents and service requests. Operational teams need review queues, exception handling, reconciliation and evidence of decisions.
Coretos builds these workflows around your operating model and connects them with the relevant identity, custody, administration and payment systems.
Turn eligibility and transfer policies into working controls
Your platform needs to apply the rules agreed for the instrument and its investors.
We design onboarding checks, investor classifications, transfer restrictions, review steps and operational permissions. Exceptions are routed to the responsible team, with the information needed to make and record a decision.
Controls are considered across the application, its integrations and token contracts, so the process remains consistent as information changes.
Support the full servicing lifecycle
The work continues after issuance. Dividends, interest payments, redemptions, voting and changes to an instrument can involve several systems and organizations.
We define the event, its source data, required approvals and resulting updates. That helps your team reconcile investor records, payment instructions and completed actions throughout the lifecycle.
Build the route to secondary trading
Secondary trading introduces additional requirements for participant access, custody, transfer checks, order handling and settlement.
Coretos designs the technology and integrations for your chosen operating model. This can include extending an issuance platform, building trading software or connecting workflows with an external market operator.
The project defines responsibilities for access, admission and market operation alongside the technical scope.
Work with Coretos
Coretos provides platform design, development, integration and maintenance. For asset issuance projects, we define the technology and operating scope alongside the responsible advisers and service providers.
Start with your objectives: the asset or instrument, intended investors, target markets and the capabilities you need. We bring the technology and operating questions into the same project discussion, with the roles of advisers and service providers defined for the transaction.
Questions about digital securities projects
Can the platform support more than one type of instrument?
Yes. We can design for multiple instrument types, with the specific records, rights and servicing workflows each requires.
Can we retain our current providers?
We assess the relevant interfaces and responsibilities, then design the integration scope around your selected providers and existing systems.
Can we begin with one specialized product?
Yes. A focused first scope can support one instrument or operating model, with further capabilities introduced as your requirements develop.
Can you help if we want to prepare an issuance rather than own a platform?
Yes. We can assess structuring, operational requirements and platform options.
Tell us whether you need a platform, an issuance route or an extension to an existing system. We will help define the next step.