Continuous secondary order book experience for any asset type.

Private letter ruling enabling electronic trading of privately issued, pass-through partnership interests.

Client onboarding including KYC/AML, suitability and accreditation checks, transaction processing, and money movements for secondary transactions. ATS approval for private market transactions.

Establish rules and alerts to oversee market activity and control the trading experience. Determine and implement bespoke criteria that control which investors and advisors can access and invest in a specific asset.

Digital transaction workflows providing real-time order status updates and calls to action.

Automate and pre-populate client information in all closing documents for streamlined, error-free execution.

Expanded transaction capabilities supporting tender offers, redemptions, and structured auction or bidding workflows.

Securely managed data rooms provide offering, marketing, and other materials for due diligence, allowing investors and advisors to make informed investment decisions. Data rooms can be configured to be public or private, requiring an NDA to gain access.

Secure payment rails that facilitate efficient money movements for secondary market transactions.

Directly interact with your clients and the broader Templum One Network. Templum’s software allows you to customize your offering’s page to display unique details, key investment attributes, and marketing collateral to investors and advisors.

Get a real-time centralized view of prospective and current investors, their onboarding statuses, and platform activity.