Assessment
Self-service asset and property assessment, data capture, eligibility and valuation inputs.
The platform
A complete operating platform, not a technology toolkit.
Fractional Assets brings the complete lifecycle into one managed platform: configure the brand and approved product, onboard investors, perform KYC/KYB/AML, facilitate money movement, issue interests, administer holdings, settle, distribute, report and support approved exits — without the partner building separate systems or operational teams.
One operating layer
Applications for every participant
Investor & owner portal
Identity, eligibility, KYC/KYB/AML, applications, holdings, transactions and communications.
Admin & oversight
Review, approvals, reporting, audit records and operational exception management.
Settlement workflows
Controlled journeys for valuers, conveyancers and settlement partners, where applicable.
Lifecycle
From asset to active investment product
- 01
Assess
Capture asset information, documents, criteria and valuation inputs.
- 02
Structure
Confirm the approved product, economic rights, security and disclosures.
- 03
Configure
Apply the brand, documents, rules, roles and communications.
- 04
Onboard
Verify participants and confirm identity, eligibility and consent.
- 05
Issue
Create interests, manage subscriptions, allocations and registry records.
- 06
Administer
Operate holdings, income, events, reporting, support and approved exits.
Configuration
One core platform, multiple propositions
Configure product rules, branding, user roles, asset classes, investor eligibility, workflows, fees, disclosures, reporting, payment rules and exit events within the approved operating model.
Roadmap
Designed for the next stage of asset markets
Roadmap
Asset matching
AI-assisted discovery and suitability support for approved propositions.
Roadmap
Compliance assistance
Automated checks designed to flag incomplete or potentially inconsistent information.
Roadmap
Market intelligence
Predictive analytics and enhanced search capabilities.
Bring your brand and your clients. We provide everything else.
Tell us about the audience, asset proposition and launch date you have in mind.