TEMPLUM MARKETPLACE SOLUTIONS
The New Standard.
Simple. Efficient. Infrastructure.
Whether client-facing or for your internal team, launch your own investment platform with Templum Marketplace Solutions and give them a top-tier experience that covers the full cycle of the investment experience – from KYC/AML to onboarding to data rooms to investment, while monitoring in real-time through an admin portal.
Templum Marketplace provides secondary market solutions in numerous private asset classes, including private company shares, private credit, private equity, limited partnership interests, and more.
Templum’s out-of-the-box solutions get you up and running quickly with a compliance-focused, fully automated experience.
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Rapid deployment
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Reduce operational costs
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Start simple and scale
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Your market, your terms
EMPLOYEE INVESTMENT SOLUTIONS
Empower Your Employees.
Templum’s customizable Employee Access Portal delivers a robust solution for accessing your firm’s investment funds, ensuring that employees benefit from a seamless, end-to-end investing experience tailored to meet their needs.
Templum’s white label solution manages onboarding and order processing and easily integrates with your existing subscription workflows and third-party processing systems.
Templum transforms employee engagement, replacing manual processes with streamlined efficiency, freeing up critical resources, supercharging productivity, and empowering your team with seamless workflows.
Transform the employee investing experience with Templum’s Employee Access Portal, an intuitive and centralized solution that enables your team to effortlessly manage their investments.
Key Features
Streamlined Employee Investment Access:
Empower employees with a centralized, intuitive platform to access and manage your firm's funds and offerings.
Customizable and Automated Features: Leverage a no-code solution to automate standard redemptions, create custom secondary liquidity options, and grant tailored access for individual employees or groups.
End-to-End Integration and Support: Seamlessly integrate with existing workflows, manage the full investor lifecycle (including risk assessments and order processing), and provide optional broker-dealer support.
Enhanced Efficiency and Engagement: Replace manual processes with a unified portal for showcasing offerings and processing transactions, transforming employee engagement while boosting productivity and freeing up critical resources.