Flexi-IPO (IPO Management Solution)

OUR SERVICES

Flexi-IPO

For your successful Initial Public Offering Process

Key Features & Offerings

  • Flexible IPO Operation Models: to ensure adaptability to different market structures, the system support the both types:
    • Bank-assisted IPOs
    • Direct-to-investor models,
  • Multi-Role Access: Designed for various platform users:
    • IPO case creators (Financial brokerage firms or corporations offering IPOs).
    • Traders/Investors: Seamless participation in IPOs.
    • Bank Employees: Handling IPO transactions and investor verifications.
    • Back Office Controllers: Monitoring, managing, and overseeing IPO operations.
    • System Admin
    • Regulatory Agents: Ensuring compliance and oversight.
  • Comprehensive System Components: Features include:
    • Registration & KYC Processing: Secure investor onboarding with identity verification.
    • Trade Application Case Management: Full lifecycle management for IPO trade applications.
    • Document & Contract Management: Digital handling of IPO-related paperwork.
    • Back Office Control Panel – Complete oversight and operational control.
    • Wallet & Payment Management – Secure fund handling, payment validation, and transaction tracking.
  • Monitoring & Reporting Dashboard: Real-time analytics and performance tracking.
  • Web & Mobile Accessibility
  • Regulatory Compliance & Security: Ensures adherence to financial market regulations with robust security measures.

Use Cases & Applications

  • Financial Brokerage Firms – Manage IPO operations for corporate clients.
  • Corporations Offering IPOs – Directly handle investor relations and share allocations.
  • Investment Banks – Facilitate IPO processing with regulatory compliance.
  • Regulatory Bodies – Ensure transparency and legal oversight.

How It Works

  • Investor Registration & KYC – Secure onboarding with identity verification.
  • IPO Creation & Trade Applications – Corporations and brokerage firms launch IPOs, with all related details (share price, offering size, involved banks, etc.)
  • IPO trading tool: to facilitate the IPO implementation weather the trading is executing by Bank agent, or by direct online trading.
  • Document & Contract Management – Digital handling of required IPO documents.
  • Wallet & Payment Processing – Secure fund collection and transaction validation
  • Regulatory & Back-Office Control – Ensuring compliance and seamless operations.
  • Real-Time Monitoring & Reporting – Track IPO performance and investor participation.

Contact us to schedule a demo or request more information.