Service: Issuer Portal
A central command hub giving issuers and the operations team complete control over the entire RWAs and investor lifecycle, from offer creation to post-closing management.
Key Capabilities
The portal provides administrators with the necessary tools, organized into functional modules:
Asset Digitization & Management Suite
Goal: Provide tools to manage the full asset lifecycle.
Offer Creation & Structuring: Provides a guided interface (leveraging the RWA Tokenization Engine) for defining all parameters of a new Offer (financial, legal, descriptive), adapted for various asset and security types.
Offer Lifecycle Control: Enables administrators to manage an Offer through its entire lifecycle.
Smart Contract Management: Displays details of associated EVM Contracts (address, status, key parameters) deployed via the RWA Tokenization Engine.
Document Management: Allows administrators to upload, categorize, and manage all documents associated with an Offer (via the Filer Module).
Investor & Compliance Engine Interface
Goal: Provide tools for comprehensive investor management and compliance oversight.
Investor Profile Review: Allows viewing of detailed investor Profile information, including all associated data and compliance statuses (KYC, Accreditation).
Compliance Workflow Monitoring: Provides visibility into the status of investor verification processes and allows administrators to review flags or issues raised by the Regulatory Compliance Engine.
Eligibility Management: Tools to manage investor groups or specific eligibility rules for offers.
Post-Issuance & Corporate Actions Module
Goal: Manage ongoing administration of assets and investor financial interactions.
Investment Oversight: Provides a detailed view of all Investments for an offer, including their status, funding progress, and links to investors. Enables management actions like approving cancellation requests (triggering the Investment Process Management service).
Fund Administration & Reporting: Displays financial summaries for closed offers and provides tools to generate investor statements or financial reports.
Distribution Initiation: Provides the interface to configure and initiate distribution events (dividends, interest) managed by the Smart Dividends Service.
Advanced Analytics & Market Intelligence Dashboard
Goal: Provide holistic insights into platform and asset performance.
Real-Time KPIs: Displays key platform metrics (e.g., TVL, Issuance Volume, Holder Count, Transaction Volume) via interactive charts and widgets.
Asset Performance Monitoring: Provides dashboards to track the financial performance and key metrics of individual tokenized assets post-issuance.
Custom Reporting: Enables administrators to generate custom reports based on various data points (profiles, investments, offers, wallets, evm-wallets).
System Administration & Security
Goal: Manage platform settings, users, and security.
User & Group Management: Provides tools to create and manage administrator User accounts and assign them to Groups to control permissions (leveraging the Application Security Framework).
Audit Log Viewer: Allows administrators to review immutable logs of significant actions taken within the portal and across the platform.
For a comprehensive, step-by-step guide on how to use every feature of the Issuer Portal, please see the complete Issuer Portal Guide.