Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Elysys Financial Gateway serves as a financial data integration tool, linking the Elysys ecosystem with various banks, brokers, custodians, and providers of financial data. Designed to minimize manual data handling, this solution streamlines the transfer of financial information into the broader Elysys platform and integrates seamlessly with Microsoft Dynamics 365 Business Central. It accommodates a variety of data types, including bank statements, market prices, trade confirmations, and corporate actions, enabling finance and investment teams to maintain updated information across numerous institutions. By standardizing incoming data and interfacing external financial sources with portfolio management, accounting, and reporting functions, Elysys Financial Gateway enhances efficiency, mitigates the need for manual data entry, and fosters more dependable financial workflows. This solution is ideal for family offices, financial institutions, and investment organizations that engage with multiple banks, custodians, brokers, and data sources while tackling the complexities of financial data management. Ultimately, Elysys Financial Gateway stands out as an essential tool for optimizing financial operations in a multi-institutional landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365 Business Central
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Accredited.AM
Website
accredited.am/
Vendor Details
Company Name
Elysys
Founded
2006
Country
Monaco
Website
www.elysys.com
Product Features
Product Features
Alternatives
Alternatives
No Alternatives