Transforming tedious manual processes into streamlined,
repeatable workflows that fuel efficiency and scale from end to end
Corastone: A Foundation for
Scale
Innovation
Control
Consistency
Security
Growth
Over the next decade, wealth management will be defined by massive growth and a flurry of technological innovations to keep pace with increasing inflows. To handle and accelerate rising transaction volumes in the private markets, firms need cutting-edge infrastructure that fuels scalable workflows and operational control.
Corastone offers a unique solution: turning private market
investments into digital asset securities. We deliver:
Straight-through processing
A single source of truth
Lower barriers to entry
A unified investment lifecycle
Lower operational costs
Support for a broad range of financial Instruments and structures
Corastone solves for a comprehensive set of legacy workflow challenges that slow transaction
processing and limit growth opportunities in the private markets. Work with us to bring new
workflows and innovative ideas to this dynamic space.
Function
Subscription Processing
Client Minimums
Fees and Expenses
Client Reporting
Capital Calls and Tenders
Straight-Through Processing
Custodial Integration
Without Corastone
PDF- and paper-based
Inflated by operational cost, complexity or fund requirements
Additional costs associated with initial investment and structures
Delayed due to complexity of feeder funds or reporting
Largely manual and non-standard
Reliant on Excel files, emails and SFTP exchange
Reliant on PDF-based processing and manual intervention
With Corastone
Electronic trade/transaction tickets
Lower minimums through automated transaction processing and new booking/custody models
Simplified structures that limit impact of fees
Streamlined reporting through counterparty integration
Standardized lifecycle event processing
Fully automated via blockchain
Easy integration for automated processing and accurate recordkeeping
