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.