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features
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Description

The website Accredited.AM is operated by North Capital Investment Technology Inc. ("NCIT"), while the verification services are handled by North Capital Private Securities Corporation ("NCPS"), which is a fully-owned subsidiary of NCIT and a registered broker-dealer affiliated with FINRA and SIPC. As a licensed broker-dealer, NCPS provides issuers and platforms with verification letters that meet the compliance demands of rule 506(c) according to the SEC's safe harbor provisions. Accredited.AM offers a complimentary service that allows individuals to confirm their accredited investor status, a requirement set by federal law for participating in private placements. By obtaining this verification, you gain access to an expanding selection of online platforms and financial institutions for investment opportunities. We prioritize the protection of your privacy and sensitive information, ensuring that once your status is verified, you can engage in investments without needing to reveal any additional confidential data regarding your income or assets. This streamlined process not only enhances your investment potential but also safeguards your financial privacy.

Description

The definitive source of truth for data generated or utilized by financial entities. NeoXam DataHub offers a range of functional modules tailored to meet the unique needs of various financial institutions, including investment and retail banks, asset managers, brokers, custodians, and fund administrators. It effectively consolidates and centralizes a securities master file sourced from multiple inputs, enhances the management of business entities like counterparties and issuers, and establishes a singular customer master file. Furthermore, it integrates all trades and positions into one comprehensive repository, significantly improving risk management and compliance oversight. This versatile platform also addresses numerous other challenges faced by financial institutions, ensuring they remain competitive and compliant in a rapidly evolving market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Accredited.AM

Website

accredited.am/

Vendor Details

Company Name

NeoXam

Founded

2013

Country

France

Website

www.neoxam.com/solutions/data-management/

Product Features

KYC

Product Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

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