Tokensoft Services
Our services are delivered by a premier team with a pedigree from technology and financial service institutions.
Int’l Participant Support
Support users and investors from 130+ countries.
Every Tokensoft client is unique. Our clients involve a variety of corporate domiciles, sale jurisdictions, digital asset structuring, evolving regulations, and legal teams who interpret regulations differently. We take pride in the time we spend with our clients and their advisors as we ensure their requirements are automated for scale.
US Participant Support
Support for Reg D, S-1, Reg A, etc. US Investors.
The U.S. is often one of the most difficult but important jurisdictions. We can verify accredited investors and qualified purchasers so you don’t have to avoid the world’s largest capital market.
White-labeling & Custom Domain
We help make the events your own.
Your users and community expect clean user experiences. Our experienced team can provide technical support to help you make the events your own – including assistance with white-labeling our platform for your brand and ensuring its location in a domain of your choosing.
Documentation & Ticketing
We provide both documentation & Ticketing support in-app.
If users are confused, encounter bugs, have a question about verification… that’s OK! We walkthrough the basics in our documentation and service a ticketing solution in-app.
Dedicated Account Manager
An experienced individual is ready to help.
Our experienced team includes an Account Manager ready to assist you and provide guidance using our platform. We believe in personal and dedicated support to help you reach your goals.
Platform Customization & Custom Blockchain Integrations
Our development team can respond to your specific needs.
Custom solutions are available in our Enterprise plans. Our development team is capable of custom platform modifications and blockchain integrations when needed. Just let us know!
Comprehensive Regulatory Support
Offering or transferring a digital asset can involve a variety of regulations. At Tokensoft, our clients typically require a range of services that encompass banking, securities and tax laws globally. Our U.S.-based team stays current with regulatory developments to better support our clients. Additionally, as regulators around the world seek to adapt to global trends, laws and regulations remain fluid. Tokensoft has served its clients in this environment through the Swiss Financial Market Supervisory Authority (FINMA) guidance to the Bank Secrecy Act and FinCEN anti-money laundering and beneficial ownership requirements.
Institutional Support
Tokensoft clients may seek to onboard institutional investors or qualified purchasers with unique needs. Whether it is particular experience or institutional grade custodial requirements, we can provide the tools necessary to meet these needs.
Record-keeping & Availability
Legal documents are often needed long after a token sale or grant program ends. Our user portal securely hosts compliance documents where your event participants can easily access them when needed. Any compliance documents related to an event powered by Tokensoft will automatically appear in the platform for your participants. No extra work required. With Tokensoft’s user portal, you can reduce community inquiries and headaches around historical records.
Auditing & Reporting (as desired)
Tokensoft has been uniquely positioned to meet the auditing standards of the big four auditing firms. Our platform provides the necessary tracking and transparency for our clients to meet the most complex tax and reporting requirements.
