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How to tokenise a fund
The route in, whichever fund you start with.
UCITS AND MMFS
How to tokenise a share class
How to tokenise an ETF
How to tokenise a MMF
ALTERNATIVE FUNDS (AIFS)
How to tokenise a bulletin board
SECURITISATION VEHICLES
How to tokenise an SPV

Same rails, every fund type. Start from the fund you have, not the technology.

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Investor Services | Distribution
Distribution MIFID II INVESTMENT FIRM / CONTROL AGENT / TRANSFER AGENT

Your branded subscription channel.

Investre can optimise the channels an asset manager already distributes through, but the two options we recommend go further: a white-label subscription channel under the asset manager’s own brand, and connectors to trading venues and other marketplaces. All of it runs on regulated infrastructure we operate, including Moniflo, our own mobile investment app.

AT A GLANCE
WHITE-LABELWhite-label subscription under the asset manager’s own brand
CONNECTORSAccess to trading venues and other marketplaces
EXISTING CHANNELSOptimised on the same rails
MINIMUMSSet by the share class
WORKING WITH
FRANKLIN TEMPLETONSCHRODERSNORDEADNCA INVESTMENTSALKEN FUNDCANDRIAM21XFRANKLIN TEMPLETONSCHRODERSNORDEADNCA INVESTMENTSALKEN FUNDCANDRIAM21X
HOW IT WORKS

How you go live.

You keep your brand and your investor relationships. We carry the onboarding, the order path and the register behind them. Moniflo, our own mobile investment app, runs on exactly these rails.

01
Your brand, your journey

Through white-labelling, subscription sits inside the asset manager’s own digital experience. Investors see the fund and its brand, not ours.

02
We carry the regulated work

Investor onboarding, AML and KYC, the order path and the register all sit with us, as the authorised firm.

03
Proven on our own app

Moniflo, our own mobile investment app, runs on the same rails, so the model is one we operate rather than one we describe.

WHAT IT CHANGES

A channel, not another set of books.

Adding a distributor normally adds multiple accounts and reconciliation. Here it adds entries to a register you already hold.

01
Everyone on the same stack

Every channel, white-labelled, connected or existing, runs on the same infrastructure and writes to the same register. Adding one does not mean opening new accounts or another set of books.

02
Ticket sizes you could not serve

Digital onboarding and fractional units make smaller investors economic, which changes which segments you can open.

03
You keep the brand

White-label means the investor sees the fund and your name, never ours.

04
One stack for every distributor

We can offer white-labelling solutions for the asset manager or for its distributors, so everybody is on the same stack and there is a single view of who holds the fund.

SCOPE

Distribution agreements stay with the asset manager.

Distribution agreements, marketing and the client relationship remain yours and your partners’. We provide the rails, the onboarding and the register behind them, within our Luxembourg authorisation.

WHAT STAYS WITH THE ASSET MANAGER
01Your distribution agreements
02Marketing and client relationships
03Suitability and advice
04Share class registrations and prospectus terms
WHAT INVESTRE CARRIES
01White-label subscription rails
02Investor onboarding and screening
03A direct digital access channel
04Fractional units where the class permits
05A single holder record across routes
THE REST OF THE STACK

Because everything is on one stack, fragmented operations become history.

Every investor service runs against the same on-chain register, operated by the same regulated firm. So adding one does not mean connecting another system.

QUESTIONS

Answered in advance.

Who carries the AML / KYC responsibility?+

Investre can take on AML / KYC responsibility itself where it provides the digital wallet, as custodian, or acts as transfer agent. In all other cases, Investre carries out AML / KYC under a contractual mandate from the fund.

Do you compete with our distributors?+

No. White-label means your distribution network and your investor relationship throughout. Moniflo is our own app, serving investors traditional distribution does not reach economically.

Can this run entirely under our brand?+

Yes, end to end. The investor sees the fund and your name at every step.

What minimum ticket is supported?+

Whatever the share class permits. The infrastructure supports fractional units, so the constraint is the prospectus rather than the operations.

Which markets can we reach?+

It depends on your registrations. We map what you hold against the plan before anything is signed.

Bring the investors you cannot currently take.

A ticket size below your minimum, a segment the asset manager’s distributors do not reach, a channel you have wanted to run yourself.

Talk to an expert→
FORTY MINUTES / TAILORED TO THE FUND, NOT A STANDARD PITCH
YOU LEAVE WITH
—Which markets your registrations already allow
—What white-labelling involves for the asset manager and its distributors
—Where fractional units change the economics