For partners
Build on the custody rails.
RIAs, law firms, and cap-table platforms all touch private-market transactions. Build on the custody rails and stop re-inventing settlement — and stop owning its risks.
What is published
- Account and asset schemas
- Transaction submission and status
- Document access
- Audit events
- Webhooks and event notifications
- Data feeds, with rate limits and implementation patterns
Signed requests, authorized per record
Every call runs through a signed-request model and the same per-record authorization that protects the console — denied by default, scoped to exactly the records a partner is entitled to, and logged. A sandbox lets you build against realistic data before go-live, and white-label options let you present the experience as your own.
Book a demo → Security & Trust
Available following charter approval; some capabilities are partner-delivered, as labeled. Institutional Trust Company is seeking a charter and is not currently accepting accounts.
Open rails, precisely
Our interfaces are open in the sense that matters operationally: one documented data model for a party, an account, a position and a transaction, versioned endpoints, and no bespoke file formats. That is what lets a sponsor, an advisor platform, or a transfer agent connect without a custom build. It is not permissionless — every call is authorized per record by B5 Secure™, and eligibility and account restrictions are enforced server-side, not in the client. What open rails means →