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