Templum One

The gateway to an ecosystem of investment opportunities

Templum One is the only patent-pending secure ecosystem that connects issuers, investors, custodians, transfer agents and other market participants to facilitate access to high-quality alternatives and private securities across a broad range of investors

Trailblazing Alts for the Buy-Side & Investors

For broker-dealers, RIAs, wirehouses, fintechs, asset allocators, institutional investors, investment platforms, wealth managers and family offices, Templum One enables participants to:

Showcase curated alternative investments to your client base

Gain access to a broad base of investment opportunities

Deliver frictionless investor account maintenance through with fully integrated onboarding and investor support

Accelerate a standard purchasing process, including payment, and consolidated document management

Transforming Alts for Issuers

For issuers and asset managers focused on private markets and alternative investments, Templum One enables participants to:

Expand investor reach, speed to market & embed tools for asset distribution

Streamline workflows & technology for asset onboarding, launch, capital raise & ongoing support

Conduct regulated security settlement with a single workflow

Offer multiple transaction styles

Expansive Range of Investor Types and Assets

API driven architecture, highly scalable and configurable

Digitization of paper-based workflows for issuers & investors

Real-time data sets & analytics

Download the Templum One Fact Sheet

Discover More About How Templum One can accelerate your firm's private market and alternative asset strategy.

Templum One for the Buy-Side
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For broker-dealers, RIAs, wirehouses, fintechs, asset allocators, institutional investors, investment platforms, wealth managers and family offices.
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Templum One for Issuers
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For issuers and asset managers seeking to efficiently offer their assets and gain increased exposure to curated investor communities.
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