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Settle Deals faster with visibility and automation. We discuss how FinSettle meets the needs of Deal Teams.

FinSettle is a ground-breaking, cross-organizational technology that serves the needs of multiple parties on a corporate transaction.

FinSettle on your next deal

Secure and easy-to-deploy Exchange Facility

There is no software to buy or training required. You can be up and running immediately with a Digital Paying Agent portal for your clients.

Simply start a new transaction with FinSettle and we will brand and configure the system to meet your project’s specifics. We provide the tools and complete service to minimize the impact on your time and maximize the results for your clients.

We will deliver a client-branded microsite to take holder instructions,. handle the jurisdictional nuances, timeline shifts and content alterations from the start of the Deal to completion. Save time, reduce costs, and ensure that your client receives a premium experience.

Total Visibility Over Holder Take-up & Deal Progression

See what’s occurring with the take-up of your deal.

To reduce the time required to close deals, firms and their clients need real-time information that can tell them where to prioritize. Using the FinSettle exchange facility, your team can access this information in real-time and provide exceptional clarity when reporting to clients and management.

Option to Simplify Tax Certification

Navigating the nuances of cross-border transactions is easy with FinSettle.

We tailor our offering to suit the jurisdictional requirements of each country where your deal is based. Your target holders can complete their tax certifications online when they provide their settlement instructions.

One platform with distinct user experiences

Emailed Invitations

Emailed Invitations

Working with share registry data, personalized links are distributed to holders to begin the process.

Key Documents

Key Documents

Mandatory documents that need to be delivered and approved are presented for confirmation and e-signing.

Dynamic Options

Dynamic Options

Holders are presented with individualized options and questions, making it as fast and easy as possible for them to complete. Optional transaction fees are calculated automatically.

Tax Forms with Auto Fill

Tax Forms with Autofill (optional)

Tax forms are presented on an individual basis. Only holders with the need to complete a form will be required to.

Payment Instructions

Payment Instructions

The holder is asked to confirm payment instructions and to review and accept terms.

Review Submission

Review Submission

All information is presented back to the holder in a summary sheet for confirmation.

Thank You Receipt

Thank You Receipt

A Thank You receipt is emailed to the holder providing confirmation and a tracking number.


FinSettle technology has been used by more than 150 US Broker Firms.

Key features for seamless transactions

We are global leaders in corporate transaction technology and have successfully supported deals across multiple jurisdictions.

Explore the latest news, insights, and opinions from our team.

February 2021

Nasdaq (Nasdaq:NDAQ) has acquired anti-financial crime management industry pioneer, Verafin in US$2.7Bn cash deal

Author: Candice Cooke,
Jurisdiction: United States

January 2020

Toronto-based, Q4 Inc, has acquired IR & Web Hosting business of S&P Global Market Intelligence

Author: Candice Cooke,
Jurisdiction: Canada

August 2020

Apple has purchased Canadian company Mobeewave, a mobile payments technology company for $100 Mil

Author: Candice Cooke,
Jurisdiction: United States

July 2020

Artificial Intelligence (AI) Start up, Rubikloud, has been acquired By Kinaxis for USD$60 Million

Author: Candice Cooke,
Jurisdiction: Canada

October 2018

Law practice management software provider, Clio, has acquired Lexicata a legal CRM technology

Author: Candice Cooke,
Jurisdiction: United States