Secure Transactions, simplified.

Protect high-value transfers with seamless security that integrates into your existing workflows.

Secure Transactions - Animated Connection

Take control of your transactions with a secure, purpose-built platform designed for financial professionals.

‍Whether managing bond proceeds, project funding, or multi-party closings, streamline workflows, ensure compliance, and maintain complete visibility over every transaction.

Create the perfect flow for every transaction.

‍Take control of your payment processes with transaction options designed around your unique needs. Maintain oversight with the security protocols your business demands and the flexibility your team deserves.

Secure Closings

Manage complex, high-value transactions with multiple participants, ensuring funds are securely received and disbursed on a defined closing date.

Ongoing Transactions

Set up secure, designated accounts for recurring payments, eliminating the need to obtain new secure instructions for each transaction.

One-Time Transactions

Invite recipients to securely add, verify, and assign their account for a single transaction, ensuring accuracy and fraud protection.

Transfers

Move funds between your own internal or external accounts with full validation and tracking, just like any external transaction.

Secure Contact Management

‍Coordinating transaction participants shouldn't be a challenge. With Secure Contact Management, you can efficiently invite, verify, and track participants—ensuring only authorized individuals access critical transaction details and track who you transact with.

Two Factor
Authentication

Each participant authenticates into your transaction, ensuring equal high-level security—no more weak links.

Identity
Verification

Extend your KYC/KYB into the transaction while maintaining accessibility. Stay secure, compliant, and in control.

Bank Account
Validation

Quickly verify contacts and convert them into trusted participants with secure accounts. Easily add them to future transactions to streamline the process.

Transaction
Secured

Rest easy knowing your capital is secure, eliminating financial and reputational risk.

Transaction Lifecycle Management

‍Once your transaction is securely closed, it’s likely you’ll have proceeds to manage and debt to address.

Track with Precision

‍Stay ahead with real-time tracking of call dates, authorizations, ratings, and outstanding debt.

Simplify Payments

‍Manage payments seamlessly in one centralized, secure platform.

Maintain Full Visibility

‍Eliminate fragmented data and always have a clear, real-time view of your financial obligations.

Document Center

‍Eliminate the risks and inefficiencies of scattered, unsecured document sharing. With Document Center, every file related to your transaction is securely stored, easily accessible, and fully organized within your workflow.

Stay Organized & Move Faster
‍No more digging through emails—every document is tied to its transaction step, creating a clear historical record. Need to share? Instantly redact sensitive data and keep deals moving efficiently.
Secure & Compliant Storage
‍Files are protected from email-based vulnerabilities with SOC-2-compliant security, restricted access, and continuous backups, ensuring they’re always available and only seen by authorized participants.