FINRA Broker-Dealers are operating with disconnected systems. BDSuite brings every function into one platform.
Broker-Dealer Operating System
The Operating System for Modern Broker-Dealers.
BDSuite.online provides the complete digital infrastructure for FINRA Broker-Dealers — combining compliance, capital raising, investment banking, securities issuance, marketplace operations, investor onboarding, and back-office management into a single platform.
Compliance Desk
98%
Deal Pipeline
24
Capital Raised
$142M
Investor Activity
1,284
Marketplace Transactions
▲ +12.4%Why BDSuite
Built for the way broker-dealers actually operate.
Current industry challenges
- Multiple disconnected vendors
- Manual compliance processes
- Inefficient investor onboarding
- Fragmented fundraising workflows
- Expensive technology stack
- Regulatory complexity
The BDSuite solution
- One Login
- One Compliance Engine
- One Investor Passport
- One Deal Management System
- One Capital Markets Platform
- One End-to-End Infrastructure
The Suite
Six modules. One operating system.
Compliance Desk
FINRA Compliance Management
- Supervisory Reviews
- Branch Management
- AML Monitoring
- KYC Verification
- Continuing Education
Funding Platform
Digital Capital Raising Infrastructure
- RegD Offerings
- RegCF Offerings
- RegA+ Offerings
- Investor Management
- Subscription Processing
Investment Banking
Deal Origination and Execution
- Opportunity Pipeline
- Mandate Management
- Due Diligence Workflows
- Deal Rooms
- Valuation Tracking
Capital Markets
Securities Lifecycle Management
- Deal Structuring
- Capital Formation
- Secondary Transactions
- Investor Relations
- Corporate Actions
Marketplace
Private Securities Marketplace
- Investor Matching
- Issuer Discovery
- Deal Distribution
- Alternative Investments
- Secondary Market Access
Issuance Platform
Digital Securities Issuance
- RegD / RegCF / RegA+ / RegS
- Subscription Documents
- Investor Verification
- Digital Signatures
- Cap Table Integration
The Broker-Dealer OS
Centralized infrastructure that connects every function.
BDSuite OS sits at the center of your broker-dealer operations, unifying compliance, funding, investment banking, capital markets, marketplace, and issuance with a shared investor passport, CRM, and document vault.
See the full ecosystemBDSuite OS
Core Platform
Powered by Kore Infrastructure
Built on enterprise capital markets technology used by broker-dealers, transfer agents, funding portals, RIAs, private issuers, investment banks, and capital markets participants.
Meet KoreID Passport
One investor. One verification. Unlimited opportunities. KoreID is the global compliance passport for capital markets.
Investor
KoreID Passport
Offerings
End-to-End Workflow
From prospect to settlement.
- 01
Lead Generation
- 02
Investor Verification
- 03
Compliance Review
- 04
Offering Launch
- 05
Subscription Processing
- 06
Capital Raise Management
- 07
Settlement
- 08
Investor Relations
- 09
Secondary Market Access
Who Uses BDSuite
Built for every participant in capital markets.
Broker-Dealers
Manage operations and compliance.
Investment Banks
Execute transactions more efficiently.
Funding Portals
Launch compliant offerings.
Capital Markets Firms
Manage securities lifecycle activities.
Issuers
Raise capital digitally.
Investors
Access opportunities through a unified onboarding experience.
60%
Reduction in vendor fragmentation
3×
Faster deal execution
1
Unified compliance engine
100%
FINRA, SEC, AML & KYC ready
See how BDSuite can modernize your broker-dealer operations.
Schedule a personalized demo with our team.