As a multi-tenant system, an investor has a single account in the Vertalo platform regardless of how many different vendors with which they may be engaged. For instance, an investor may hold shares with both Issuer A and Issuer B. From an investor perspective, the investor is a customer to each issuer but has only one account in the system. The challenge comes when allowing each vendor to maintain its own version of the investor’s details (name, address, etc.).
Customer Records
To support vendor-specific investor details, the platform allows each vendor to create unique customer records (including personal information) for investors with which they are engaging, establishing a unique connection between vendor and investor without the possibility of overlap with other vendors. This operation is detailed in the section Issuer Actions/Investor Setup.