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Assets

The Assets group of the Console sidebar and the token page every asset operation starts from.

The Assets group lists the tokens your organisation issued in “All assets”, reads them together in “Insights”, issues a new one in “Issue asset” from an instrument template your organisation published, and registers a token deployed elsewhere in “External tokens”. Every page for operating one asset starts on that asset's token page, which you open from “All assets”. The page carries the tabs and the “Actions” menu those pages describe.

All assets

Find the tokens your organisation issued and open each one's token page from one table.

Insights

Read a one-page briefing on the organisation's assets: value, launches and activity.

Issue asset

Configure and deploy an asset from a template your organisation published.

External tokens

Register tokens deployed outside your system and review the ones the platform found.

Holders

Read who holds an asset now or on a past date, and export the register.

Documents

Upload, version and preview an asset's documents, publish notices and replace its logo.

Booked movements

Keep a share class token in step with a transfer agent's register.

Yield and maturity

Set a yield schedule, claim yield, trigger maturity and fund the treasury.

Token conversion

Convert a convertible note, SAFE or warrant into a share token against a round.

Corporate actions

Enter approved corporate event terms, review the holder impact and run the event.

Cash dividend and distribution

Declare a cash dividend, preview entitlements, fund the treasury and confirm the snapshot.

Coordinated distribution

Pay every share class of a multi-class instrument from one pool.

Approve a corporate action

Send a corporate action to a second approver, decide it in the window and run it.

Dealing

Set a fund's subscription terms and settle each dealing day's redemptions at the NAV.

Transfers

Move tokens, force a transfer as custodian, pre-approve transfers and recover tokens.

Mint and burn

Mint units to a recipient or burn units from a holder's wallet.

Emergency halt and freeze

Halt transfers, mints, burns and redemptions, or freeze an amount at one address.

Fee administration

Set fee rates and recipients, freeze a rate and collect accrued management fees.

Set price

Set a token's price on its feed and see when the platform refuses a stale one.

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