Transfer + Settlement
Private stock transfer management platform, streamlining share transfers through automation and defined controls.
This Product Helps:
- Private Companies
- Investors
- Banks + Brokers
Finally, Technology to Automate and Manage Your Share Transfers
Our proprietary Transfer and Settlement technology helps manage share transfer activity from match to settlement alongside your equity administration team. Via one broker-agnostic platform, we help eliminate friction while tracking transfer restrictions for equity administration teams, banks, brokers, and investors.
Get Started eastYour Data Is Your Data.
Trading Anywhere
Whether NPM or other third-party venue executed, transfer data only shared with approved parties.
Secure Data
Data is protected, confidential, and secured within NPM-managed systems.
Company-Controlled
Access to real-time reporting available to company-authorized users only.
Share Transfer + Settlement All On One Platform
Broker-Agnostic, Standard Process
Standardized and faster transfer process for participants regardless of trading venue
Streamline Stock Transfer Notice (STN)
Dedicated team and software to centralize STN, data collection, and custom investor documents
Verify Holdings + Online ROFR Decision
Confirm seller holdings and process ROFR approvals for clear audit trail of transfer process
Track Transfer Activity Real Time
Dashboard for tracking of stock transfer agreements, submissions, and transfer progress
Paying Agent Services
Simplifies flow of funds by collecting and saving wire instructions and creating a timestamp for transfers
Reporting + Monitoring
Create and download multiple reports pre-, intra-, and post-trade to confirm trades
Critical Infrastructure Powering the Private Markets
Get Started eastDedicated Company Transfer Dashboard + Data
Our platform tracks the progress of every transfer in real time via one control panel. Transfer restriction activity is easily monitored and audited for clients. The workflow tools create a funnel for private companies to capture, aggregate, and view transfer activity data and specific details needed for reporting requirements. Equity administration teams also always have full control of and access to their company data.