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Reducing complex transaction timelines through advanced electronic design; workflow and automation.

We’ve made it faster for law firms to execute, easy for holders to settle, and simple for brokers to manage.

Attract new clients and protect your existing relationships by harnessing the latest in online technology for your deals. Adopt now and continue to innovate.

Advanced user management and workflow controls provide purpose-built tools for all parties through our secure, permission-based access to data.

Talk to a FinSettle representative about harnessing this technology on your next transaction and experience the difference to your practice.

FinSettle on your next deal

Secure and easy-to-deploy Exchange Facility

There’s no software to buy or training required. You can be up and running immediately with a Digital Paying Agent portal for your clients.

Simply start a new transaction with FinSettle and we will brand and configure the system to meet your project’s specifics. We provide the tools and complete service to minimize the impact on your time and maximize the results for your clients.

We will deliver a client-branded microsite to take holder instructions. Handle all the jurisdictional nuances, timeline shifts and content alterations from the start of the Deal to completion. Save time, reduce costs, and ensure that your client receives a premium experience.

Total Visibility Over Holder Take-up & Deal Progression

See what’s occurring with the take-up of your deal.

To reduce the time required to close deals, Firms and their clients need real-time information that can tell them where to prioritize. Using the FinSettle exchange facility, your team can access this information in real-time and provide exceptional clarity when reporting to clients and management.

Option to Simplify Tax Certification

Navigating the nuances of cross-border transactions is easy with FinSettle.

We tailor our offering to suit the jurisdictional requirements of each country where your deal is based. Your target holders can complete their tax certifications online at the same time they provide their settlement instructions.

One platform with distinct user experiences

Holder Journey Broker or Issuer Journey Firm Journey
Emailed Invitations

Emailed Invitations

Working with Registry data, personalized links are distributed to holders to begin the process.

Key Documents

Key Documents

Mandatory documents that need to be delivered and approved are presented for confirmation and e-signing.

Dynamic Options

Dynamic Options

Holders are presented with individualized options and questions, making it as quick and easy as possible for them to complete.

Tax Forms with Auto Fill

Tax Forms with Autofill (optional)

Tax forms are presented on an individual basis. Only holders that need to complete a form will be required to.

Payment Instructions

Payment Instructions

The holder is asked to confirm payment instructions and to review and accept terms.

Review Submission

Review Submission

All information is presented back to the holder in a summary sheet for confirmation.

Thank You Receipt

Thank You Receipt

A Thank You receipt is emailed to the holder providing confirmation and a tracking number.


Broker Login

Broker Login

Brokers log in to review the sale instructions and tax information submitted by their clients.

Deal Dashboard

Deal Dashboard

Each Broker is presented with a dashboard of real-time analytics to provide a snapshot of the deal (for their clients only).

All Transactions View

All Transactions View

Brokers or Issuers can be included in the workflow to approve individual applications or trigger defect or escalation processing.

Review Sale Application

Review Sale Application

Smart online tax forms significantly reduce errors. Brokers and Issuers can optionally review/approve for compliance or extract forms for audit.

Verification Controls

Request More Information

Where applicable, Brokers can send their clients requests to upload missing documents directly into the FinSettle system.

User Notifications

User Notifications

Brokers are notified of updated/amended applications through a task-focused inbox allowing them to quickly verify and confirm.

Transaction Approved

Transaction Approved

Instantly send completed transaction details to Firm-side users to close the deal as quickly as possible.


Firm-side Login

Firm-side Login

The Firm’s authorized agents, management and staff receive logins to the FinSettle system.

All Deals Dashboard

All Deals Dashboard

Designed to allow Firms to manage many deals running simultaneously, FinSettle provides an 'All Deals Dashboard' to provide at-a-glance statistics on the progress of each deal under management.

'Deal A' Dashboard

'Deal A' Dashboard

The single deal dashboard provides essential information on the progress of an individual deal. Dashboard data can be drilled down to reveal the dataset behind the analytics and is a live feed of the progress being made.

All transactions View

All Transactions View

As applications are completed by investors the firm can sort, filter, and search the applications for reporting, data extraction and workflow processing.

Verification Controls

Verification Controls

Review controls-set conditions that ensure each transaction has been reviewed and authorized for payment before proceeding.

Payment File

Payment File

As holders complete their sales applications, a secure and accurate payment file is generated, making the process of paying holders hassle free.

Authorization

Authorization

Once applications and documents have been approved, agents can authorize the distribution of sales proceeds and the payments can be processed by an in-house or third-party treasury.


FinSettle technology has been used by more than 150 US Broker Firms.

Key features for seamless transactions

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We are global leaders in corporate transaction technology and have successfully supported deals across multiple jurisdictions.

Explore the latest news, insights, and opinions from our team.

July 2021

Cryptocurrency mining company, Core Scientific, plans $4.3 Bn listing

Author: Candice Cooke,
Jurisdiction: United States

Read Article

February 2021

Nasdaq (Nasdaq:NDAQ) has acquired anti-financial crime management industry pioneer, Verafin in US$2.7Bn cash deal

Author: Candice Cooke,
Jurisdiction: United States

Read Article

January 2020

Toronto-based, Q4 Inc, has acquired IR & Web Hosting business of S&P Global Market Intelligence

Author: Candice Cooke,
Jurisdiction: Canada

Read Article

August 2020

Apple has purchased Canadian company Mobeewave, a mobile payments technology company for $100 Mil

Author: Candice Cooke,
Jurisdiction: United States

Read Article

July 2020

Artificial Intelligence (AI) Start up, Rubikloud, has been acquired By Kinaxis for USD$60 Million

Author: Candice Cooke,
Jurisdiction: Canada

Read Article

October 2018

Law practice management software provider, Clio, has acquired Lexicata a legal CRM technology

Author: Candice Cooke,
Jurisdiction: United States

Read Article

A financial settlement Software as a Service product used to review and distribute proceeds from corporate transactions.

FinSettle offers a secure digital exchange facility to support the electronic processing of client and investor entitlements during corporate transactions.

Most used during public and private Mergers & Acquisitions, FinSettle supports the investor-facing exchange of preferences and payment instructions necessary to close deals in record time. Other applications include special dividends/distributions, cash/stock elections, and share buy-backs/tenders.

Unique to FinSettle is our proprietary two-way communication system that supports a dialog with the beneficiary and/or the cross organizational teams involved in reviewing payments to be processed.

Firms can apply the same technology to the practice-wide exchange of client information at the point of any distribution of proceeds from settlements for a robust audit-anytime solution.

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Recent Experience

Service

Private Acquisitions Exchange Services

Outcomes

32 Transaction Projects Delivered

Review

"The digital platform has made a world of difference. Previously the process was very archaic, very messy, very time-consuming, as it was via postal mail... The digital platform has truly been life changing for the shareholders."

M&A Stock Lead, Cisco Systems

Service

Paying Agent for Settlement Distribution

Outcomes

A firm-administrated platform for settlement distribution

Review

"The Reach digital Paying Agent solution gave us the flexibility and customization that other service providers couldn’t. Plus, we got greater visibility of the conversions through the live dashboards and we had the tools to quickly mop up the slow responders."

Senior Partner M&A, Global Law Firm


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