FROM SECURITIZATION
TO TOKENIZATION

Our technology & regulatory stack enables your business.
Turn your investment ideas and strategies into clearable instruments or tradable tokens.

Technology
  • Digital Product Management
  • Auto-Transaction Documentation
  • Tokenization
  • Life-Cycle Management
  • Onboarding
  • Reporting
  • Factsheet Generation
Regulation
  • Crypto Securities Registrar §32 KWG
  • Investment Advice & Brokerage §15 Securities Institutions Act (WpIG)
  • Benchmark Administration according to BMR
  • Fund Management & Services

CREATE, MANAGE & DISTRIBUTE:
THE DIGITAL PLATFORM WITH EMBEDDED AI

Create and manage your investment products (traditional or on-chain as a token) and connect
with marketplaces, exchanges, and distribution networks.

From new index creation in minutes to AI-powered management, powerful rebalancing, fee
invoicing, or white-label reporting — everything you need in one place – powered by
Chartered Investment.

01

Structuring

Build and customise 
your product solution

02

Order Management

Manage your portfolio

03

Invoicing

Simplify your fee billing 
and reporting process

04

Distribution

Create up-to-date client 
documentation (white label, 
make it yours)

CHARTERED INVESTMENT
AI OPERATING MODEL

AI is a full operating model across our organization – in a regulated environment. We turned AI from probabilistic output to controlled deterministic execution. Play with general AI. Work with ours.

Intelligence built into every step of your workflow

Our AI isn't a separate tool you open in another tab. It's woven directly into your platform — ready whenever you are.

From the moment you log in, you're working alongside AI.

Whether you're reviewing a portfolio, preparing a client report, or structuring a new investment strategy — our AI is right there with you. No switching screens. No copy-pasting between systems. Just seamless intelligence, embedded in the platform you already know.

Scale Without Compromise

Handle more — more clients, more complexity, more decisions — without scaling your team proportionally. Our AI amplifies your capacity.

Higher Quality, Every Time

Outputs remain high in line with your processes and standards, with intelligent assistance built around how your business operates.

Our Knowledge, Amplified

We've built a structured knowledge base from our firm's processes, guidelines and institutional expertise.

Your Ideas, Executed Smarter

You remain in control. The AI is your co-worker, helping you think faster and execute with greater speed and confidence.

The AI Operating Model explained:

Ready to experience it?

Let's discuss how Chartered Investment 
can support your next project.

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