Private markets your way
to accelerate and scale
Who We Serve
Powering the entire ecosystem
Templum delivers end-to-end solutions for the entire private markets’ ecosystem. From asset managers and issuers to intermediaries, advisors, and investors, our infrastructure is built to support every participant.
Investment BANKS & BROKER-DEALERS
Scale private markets with confidence
Investment banks and broker-dealers partner with Templum to create, modernize, and expand their private market offerings, unlocking new revenue streams and operational efficiencies.
Your partner to drive institutional growth.
Templum’s institutional-grade software and solutions automate origination, distribution, and management of your alternatives to help you scale, while the Templum One marketplace offers access to curated investments.
How we help:
• Launch and manage funds and private company offerings
• Enable primary and secondary transactions
• Integrate private markets and alternatives into new or existing systems
• Support operational and compliance workflows
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WEALTHTECH PROVIDERS
Control the Alternatives experience - all from within your own platform
Wealthtech providers integrate our technology to gain a strategic advantage — supporting growth with seamless end-to-end workflows and processes.
From fragmented to frictionless.
As demand for private market and alternative assets grows, advisors face a fragmented experience. With Templum, you can embed technology infrastructure directly into your existing systems, creating a seamless investing experience for clients.
How we help:
• Unlock a revenue stream for advisors to transact via your platform
• Drive AUM growth through an expanded client base
• Handle higher transaction volumes efficiently, enabling advisors to scale
• Create a unified experience within your current processes
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RIAs & WEALTH MANAGERS
Deliver differentiated portfolio construction
Advisors work with Templum to integrate institutional-quality private investments and liquidity solutions into client portfolios.
State-of-the-art full investing solutions.
Templum gives you a competitive edge with solutions that empower advisors wtih private investments and liquidity offerings traditionally reserved for institutions. We simplify the complexity behind the scenes—automating administration, workflows, and reporting, so advisors can focus on delivering differentiated advice and long-term value.
How we help:
• Expand access to private investments and alternatives
• Streamline onboarding, transactions, and reporting
• Enhance client experience with enterprise-grade tools
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Fintechs & ONLINE BROKERS
Differentiate and accelerate your business
Fintech companies and online brokerage firms partner with Templum to launch private market offerings without building complex regulatory and operational infrastructure from scratch.
Your private markets business. Your way.
How we help:
• Power private investments within your platform
• Manage investor access
• Deploy into existing processes within weeks via API or white label
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ASSET MANAGERS & ISSUERS
Expand distribution and scale growth
Private issuers and fund managers showcase offerings on Templum One’s marketplace — connecting to new investor networks while leveraging Templum’s infrastructure to efficiently manage lifecycle operations for primaries and secondaries.
Simple. Efficient. Network.
By participating in our investing network, you can scale the growth of your business.
How we help:
• Broaden your distribution channel
• Tap into new investor bases
• Centralize investor information
• Manage lifecycle events using a single platform
• Centralize investor information
• Manage lifecycle events using a single platform
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INTERMEDIARIES & SERVICE PROVIDERS
Connecting the ecosystem
Custodians, fund administrators, and other service providers leverage Templum to streamline transactions and data flow.
A centralized partner.
As a centralized partner for transactions and data flow, Templum reduces friction between counterparties and enhances transparency throughout the investment lifecycle. Our technology infrastructure supports collaboration, scale, and interoperability across a fragmented market landscape.
How we help:
• Reduce operational friction
• Improve coordination across counterparties
• Enhance transparency and efficiency
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Simple. Efficient. Infrastructure.
Templum streamlines end-to-end transactions with institutional-grade technology, regulatory controls and reporting. Our solutions can be deployed in weeks. The following features are included in every solution.
Turnkey Infrastructure
Co-design turnkey OOTB strategies that best fit your business goals and needs. We are flexible and collaborate with our partners on the best path to success.
Custom Functionality and Workflows
We partner with firms to understand and fulfill specific business requirements. Our solution is continuously expanding to meet your needs.
Real-Time Analytics
Built-in dashboards deliver real-time insights along with customizable metadata reports tailored to your business requirements. This ensures instant, curated access to your data, including real-time access to investors’ transactions.
Customer Service and Operations Team
Our dedicated support team maximizes system adoption and ensures a seamless experience.
Flexible and Efficient Integrations and Deployments
All modules and workflows integrate seamlessly via API, white label, hybrid model, SSO, file-based, and more.
Security and Regulatory Controls
Define approval workflows, supervisory controls, and granular user permissions across the platform to monitor activity using detailed audit trails and records. Templum software is SOC-II compliant and designed to protect your organization's sensitive information.
Deployment models
We collaborate with you on the best path to success. Enable our OOTB and turnkey strategies to seamlessly connect to third parties and partners across the ecosystem.
White Label
Deploy fully branded and customized white label UIs that include all of the tools needed to manage the lifecycle of alternative investments. White Label deployments can integrate with your internal systems and data so that you don’t have to manage multiple platforms.
API Integrated Solutions
Flexible and efficient integrations to connect your existing front, middle, and back-office systems with additional functionality for SSO, file-based, and third party integrations.
Hybrid Deployment
Deploy to fit your unique system requirements. Integrate certain modules and/or leverage white label UIs to launch and tailor Templum for your business needs.
Customize experiences for every stakeholder
Support for multiple user journeys to facilitate a fully digital experience across all workflows.
Investor Portal
Self-service interface for investors to review fund materials and invest with complete confidence. Investors can view open opportunities, holdings, and statements; place orders; and review fund materials.
Advisor Portal
Advisor centric UI that allows for streamlined management of a book of business, including order placement and real-time updates, document signature management, and client communications.
Administrator Portal
Centralized control dashboard with a 360 view of your business. Manage assets and investors while tracking activity across the full investment lifecycle.
Issuer Portal
Real-time management and tracking for all offerings including the ability to control the opening and closing of an offering, approve or reject orders, and analyze metrics across multiple offerings.
Results and testimonials
“Retail investors are interested in investing in today’s most valuable privately held companies, but access has long been dominated by ultra-high-net-worth individuals and large institutions. SoFi is proud to be one of the few platforms that has unlocked these highly sought-after investment opportunities for our members.”
"Templum has significantly streamlined our end-to-end investment workflow for our co-investment network of family offices and institutions, from initial diligence through funding and ongoing monitoring. By automating many of the time-consuming back-office tasks, we have reduced operational friction and allowed our team to focus more attention on our partners, portfolio analysis, and strategic decision-making.”
“At Alpha One, we’re continually investing in technology that enhances how our clients build and preserve wealth,” said EVP, Head of Investment Management, Kevin White of Wedbush’s Alpha One. “Templum’s infrastructure strengthens our foundation for long-term growth in private markets and allows us to deliver a truly integrated platform that meets the evolving needs of our clients.”
“We’re excited to welcome J.P. Morgan Asset Management toTemplum One and enthusiastic about what this partnership represents – everyday investors gaining access to the kinds of real estate opportunities that were once out of reach.”
