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.