Custody, without the build.
Banks, family offices and distributors need somewhere compliant for tokenised securities to live. Our wallets are that place: MiFID-compliant, under CSSF-authorised custody, and open to tokens bought anywhere, not only the ones we issue.
ILLUSTRATIVE
A token cannot be booked into a classical accounting system.
It needs somewhere native to live, under a regulated custodian, with the owner clearly identified. That is the gap, and it is not one most institutions plan to close themselves.
Tokenised funds and bonds are being allocated now, and the holdings have to sit somewhere a supervisor and an auditor both accept.
Wallet infrastructure is a multi-year build with a maintenance burden attached, and almost no bank or family office has it in plan.
A fund token from one issuer, a bond token from another, each with its own wallet or account, and no single view of the client’s position.
Four ways to hold the same token.
Every model accepts tokens from any issuer, not only the ones we issue. Most institutions end up using more than one.
Held under CSSF-authorised custody
The mandate beneath all three wallet models. Keys are generated inside certified hardware, held by Investre, segregated per client, and reconciled so positions can be reported rather than asserted.
One wallet, one client, no build
Banks and family offices open an identified, MiFID-compliant wallet for each client through our infrastructure. You already know how to onboard a client for a securities account. This is the same relationship, extended to a new asset type.
One wallet for the institution, not one per client
A single regulated wallet holding tokens on behalf of many underlying clients, reconciled against your own client ledger. Nothing changes in how you manage the relationship, and your clients’ statements keep making sense.
One wallet. Every source.
Tokens acquired elsewhere can be brought into an existing Investre wallet, and the same wallet connects outward to the regulated venues where the client transacts.
Which model, and why.
The answer follows from your operating model, not from the technology. Nothing here obliges you to change how you hold client relationships.
The same controls apply in all four.
The model determines how holdings are arranged. It does not change what protects them.
Generated inside certified hardware and never exportable.
Per institution and per client, evidenced on-chain.
Incoming wallets are whitelisted at smart contract level by the issuer or control agent.
Positions reconciled and reportable, against your ledger or the register.
Answered in advance.
Can the wallet hold tokens we did not buy from Investre?+
Yes. Every model accepts tokens acquired anywhere, not only those we issued. Incoming wallets are whitelisted at smart contract level by the issuer or the control agent, so movement stays controlled.
Do we have to give every client their own wallet?+
No. That is what the omnibus wallet is for: one regulated wallet opened for the institution, holding tokens on behalf of many underlying clients.
What changes for our client statements?+
Nothing. Holdings are reconciled against your own client ledger, so the underlying relationship and the reporting your clients receive continue as they are.
Can a holder trade a position once it is held?+
Yes. The same wallet connects outward to the regulated venues where the client transacts.
What do we have to build?+
Nothing. Wallets are opened through our infrastructure, under our CSSF-authorised custody. For the SDK it is the client onboarding process you already run, extended to a new asset type.
The wallet is where holdings sit. These decide how they get there.
The wallet models differ from one another. The custody mandate, the eligibility rules and the register behind them do not.
Tell us how your clients hold today.
In their own name, or on your books. That one answer decides which wallet you need, and we can tell you in forty minutes.
Talk to an expert→