Overview of Network Integration

Rev. 29 Apr 2025

Each firm doing business on the Corastone platform has its own organization. Use the Network Integration page to establish a working relationship with another firm on the platform. For example, to work with a transfer agent on the Corastone platform, you must establish a connection to the transfer agent organization, and the transfer agent must establish a connection to your organization.

Connecting with another firm:

• provides that firm with secure access to offerings assigned to and accepted by that firm

• provides your organization with secure access to the client data associated with subscriptions

Establishing a connection with another organization allows for an exchange of information on the platform. The nature of the relationship between the organizations is defined by the type of Corastone node used by each organization. The funds to which an organization has access are specified per fund by portal users having Standard or Management roles.