Vertalo: Transfer Agent services, Cap Table management, and asset Tokenization

Modified on Mon, Mar 28, 2022 at 10:47 AM

The integration will allow you to link any available offers to Vertalo.  


To complete the integration with Vertalo:

  1. Select Platform from the left menu
  2. Click Settings
  3. Choose the Integrations tab
  4. Use the toggle to enable Vertalo Integration
  5. Click Update Platform



To update your offers:

  1. Select Offers from the left menu
  2. Click into the offer you would like to link
  3. Choose Vertalo on the left
  4. Fill in the required details
  5. Click Link Offering to Vertalo
  6. Click Save Changes






References: 


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