Roles

It’s important that you understand the basic Vertalo access control model and how your API access fits within it. A central part of the Vertalo access control model is the concept of roles. The following roles are currently supported:

Role Description System Privileges
Issuer A legal entity that registers and sells securities, with the purpose of generating income to fund operations. Create assets, rounds, allocations, distributions; manage investors; issue and tokenize holdings
Broker A legal entity that assists with the distribution of an issuer’s offerings to investors, including broker-dealers, registered investment advisors, capital advisors. Create issuers, allocations, distributions; manage investors
Investor Any party (either individual or institution) that invests in a securities offering, either directly with the issuer or through a broker. View distributions, holdings; trade holdings
ATS Alternative Trading Platform or Exchange that facilitates the trading of securities. Faciliate the transfer of holdings between investors

Every account on the platform is assigned one of these roles.

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