Tokeny

Overview

Tokeny is a pioneering onchain finance platform that has become part of the Apex Group, one of the world's largest fund administration firms. Tokeny specializes in enabling financial institutions to issue, manage, and distribute tokenized securities in a fully compliant manner using enterprise-grade infrastructure. As a leader in developing and promoting the ERC-3643 standard (formerly T-REX), Tokeny provides the most widely adopted protocol for compliant security tokens.

With Tokeny's platform, financial institutions can tokenize various asset classes—including funds, bonds, equities, and structured products—while maintaining full regulatory compliance through built-in identity management, transfer restrictions, and automated compliance rules. Now backed by Apex Group's global reach and $2 trillion+ in assets under administration, Tokeny combines cutting-edge blockchain technology with institutional trust to accelerate the adoption of digital securities.

Features

• ERC-3643 Standard: Built on the industry-leading standard for compliant tokenized securities with built-in identity and compliance layers.
• Enterprise-Grade Platform: Institutional infrastructure designed for banks, asset managers, and financial institutions.
• Multi-Asset Tokenization: Support for tokenizing funds, bonds, equities, real estate, structured products, and alternative assets.
• Onchain Identity Management: Decentralized identity system (ONCHAINID) for compliant investor verification and management.
• Automated Compliance: Smart contract-based transfer restrictions ensuring regulatory compliance at the protocol level.
• Regulatory Flexibility: Adaptable to different jurisdictions including EU MiFID II, US regulations, and other international frameworks.
• Investor Portal: White-label investor portal for KYC, subscription, and portfolio management.
• Transfer Agent Services: Digital transfer agent capabilities for shareholder recordkeeping and corporate actions.
• Distribution Network: Connect to a network of regulated distributors and platforms.
• Multi-Chain Support: Deploy tokenized securities across multiple EVM-compatible blockchain networks.
• Lifecycle Management: Complete token lifecycle from issuance through corporate actions to redemption.
• Interoperability: Open standard enabling integration with multiple platforms and service providers.
• API and SDK: Comprehensive developer tools for custom integrations.
• Security Audits: Thoroughly audited smart contracts with formal verification.

Getting Started

To work with Tokeny:

1. For Financial Institutions and Issuers:

   • Contact Tokeny (now Apex Group Digital Assets) to discuss tokenization requirements
   • Define the assets or securities to be tokenized
   • Structure the digital securities with Tokeny's legal and technical team
   • Implement the ERC-3643 token standard with compliance rules
   • Set up investor identity and verification workflows
   • Launch the tokenized offering on selected blockchain network(s)
   • Utilize Tokeny's lifecycle management tools for ongoing operations

2. For Investors:

   • Access tokenized securities through Tokeny-powered platforms
   • Complete KYC through the ONCHAINID identity system
   • Verify accreditation status and jurisdiction eligibility
   • Invest in available tokenized securities
   • Manage holdings through issuer's investor portal

3. For Developers and Integrators:

   • Explore ERC-3643 documentation and reference implementations
   • Use Tokeny's SDKs and APIs to build on the standard
   • Deploy compliant tokenized securities using the protocol
   • Integrate with existing systems and platforms

ERC-3643 Standard

The ERC-3643 standard (formerly T-REX) is the most widely adopted protocol for compliant security tokens:

Identity Layer: Onchain identity management with verified credentials and claims.

Compliance Layer: Smart contract-based transfer restrictions and compliance rules.

Modular Architecture: Flexible design allowing customization for different regulatory requirements.

Permissioned Transfers: Transfers automatically check compliance before execution.

Claim System: Decentralized verification of investor attributes (accreditation, jurisdiction, etc.).

Standard Adoption: Industry standard supported by multiple platforms and service providers.

The ERC-3643 standard ensures that tokenized securities remain compliant across their entire lifecycle while enabling interoperability between platforms.

Avalanche Support

Tokeny's platform supports deployment on multiple EVM-compatible blockchain networks, including Avalanche C-Chain. The ERC-3643 standard is chain-agnostic, allowing issuers to leverage Avalanche's high performance, low fees, and robust infrastructure for deploying compliant tokenized securities.

Use Cases

Tokeny enables tokenization across diverse asset classes:

Investment Funds: Tokenize mutual funds, hedge funds, and private equity funds to improve accessibility and reduce operational costs.

Corporate Bonds: Issue digital bonds with automated interest payments and enhanced liquidity.

Equity Securities: Tokenize private company shares with embedded compliance and shareholder management.

Real Estate: Create fractionalized ownership of real estate assets with regulatory compliance.

Structured Products: Issue complex financial instruments as programmable tokens.

Sustainable Finance: Tokenize green bonds and ESG-focused investment products.

Private Debt: Digitize loan participations and private credit instruments.

Apex Group Integration

As part of Apex Group, Tokeny benefits from:

Global Scale: Apex Group manages over $2 trillion in assets with 14,000+ employees across 75 offices.

Fund Administration: Integration with Apex's comprehensive fund administration services.

Regulatory Expertise: Deep experience across multiple jurisdictions and asset classes.

Institutional Trust: Relationship with major global financial institutions.

Comprehensive Services: Combined offering of tokenization, fund admin, custody, and distribution.

Market Access: Leverage Apex's global distribution network.

This combination positions Tokeny as the institutional choice for tokenization infrastructure.

Technology Stack

Tokeny provides comprehensive technology infrastructure:

• Smart Contract Suite: Audited ERC-3643 contracts with modular compliance rules
• ONCHAINID: Decentralized identity protocol for investor verification
• Token Factory: Self-service tools for deploying tokenized securities
• Compliance Engine: Configurable rules engine for regulatory requirements
• Agent Dashboard: Interface for managing tokens, investors, and corporate actions
• Investor Portal: White-label portal for subscriptions and portfolio management
• API Platform: RESTful APIs for system integration
• Blockchain Nodes: Infrastructure for reliable blockchain connectivity
• Data Analytics: Reporting and analytics tools for issuers and regulators

Regulatory Compliance

Tokeny's platform addresses complex regulatory requirements:

• Multi-Jurisdictional: Adaptable to EU, US, Asia-Pacific, and other regulatory frameworks
• MiFID II Compliant: European securities regulation compliance
• SEC Compliant: Support for US Regulation D, Regulation S, and Regulation A+
• FINMA Compatible: Swiss financial market regulations
• GDPR Compliant: European data protection standards
• Flexible Rules: Customizable compliance rules for specific regulatory requirements
• Audit Trail: Complete on-chain and off-chain audit trails for regulators

Competitive Advantages

Industry Standard: ERC-3643 is the most widely adopted protocol for security tokens.

Institutional Backing: Part of Apex Group with $2T+ AUA and global operations.

Open Architecture: Interoperable standard avoiding vendor lock-in.

Proven Technology: Years of production use with multiple successful tokenizations.

Regulatory First: Compliance built into the protocol, not bolted on afterwards.

Developer Friendly: Open-source standard with extensive documentation.

Multi-Chain: Deploy on any EVM-compatible blockchain including Avalanche.

Tokenization Services

Tokeny (through Apex Group) provides end-to-end services:

• Structuring Advisory: Legal and financial structuring of tokenized securities
• Technical Implementation: Smart contract deployment and configuration
• Compliance Setup: Configuration of regulatory rules and restrictions
• Investor Onboarding: KYC/AML processes and identity verification
• Distribution: Access to regulated distribution channels
• Lifecycle Management: Ongoing token management and corporate actions
• Reporting: Regulatory reporting and investor communications
• Secondary Markets: Integration with trading venues and marketplaces

Pricing

Tokeny offers institutional pricing:

• Setup Fees: Initial tokenization and platform setup costs
• Annual Platform Fees: Ongoing access to technology and infrastructure
• Transaction Fees: Fees for certain operations and transfers
• Service Fees: Additional services like fund administration through Apex Group
• Custom Solutions: Tailored pricing for large institutions and complex requirements

Contact Tokeny/Apex Group Digital Assets for detailed pricing.

Conclusion

Tokeny, now part of Apex Group, represents the convergence of blockchain innovation and institutional finance. Through the ERC-3643 standard and comprehensive platform infrastructure, Tokeny enables financial institutions to tokenize assets with full regulatory compliance and institutional-grade security. With support for multiple blockchains including Avalanche, Tokeny provides the flexibility to deploy tokenized securities on high-performance networks while maintaining compliance and interoperability. Whether you're a fund manager, corporate issuer, or financial institution looking to explore digital securities, Tokeny's proven platform, industry-standard protocol, and backing by Apex Group provide the trusted infrastructure needed to successfully transition to onchain finance.