Tools That Help Capital Thrive.

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Custom
Investment Platform

The Digital Wallet provides a centralised portal containing all of the information connected to your Investment portfolio, in one secure place. Able to be personalised to suit every client’s specific needs, we create a turn-key operation for all of the financial information clients need for their personal and business reporting.

Payments

Transfer funds, send and receive currencies and have full access to all of your financial reporting requirements in your secure Digital Wallet portal.

Create Investments

Complete and sign required online documentation for any of the live investments on the platform and safely store all of your portfolio records in your Investment Library on Digital Wallet.

Reporting

Download and print your financial statements for personal and business needs by logging onto your Digital Wallet to select the reporting period and information required. Digital Wallet reporting standards are applicable for submissions to all entities requiring general purpose financial statements.

Dataroom

Visit the online Dataroom for instant access to the entire library of documents, investment packages, corresponding forms and official statements pertaining to each individual investment offering.

Secure Chat &
Support Facility

Our dedicated Digital Wallet online support team are available 24/7 to provide assistance and solutions. If you can’t find the answer you’re looking for in your personal wallet or need to reach us for something urgent out of your Agent’s business hours, feel free to contact us for chat support.

Task &
Ticketing System

Allow everyone in your organisation to converse securely with each other, by using the Task and Ticketing area of Digital Wallet. Here staff members can raise a live conversation with others, either directly – one-to-one – or in a group chat to solve issues across time zones, across different office locations or when staff might be working remotely. This facility allows documents to be uploaded for discussion or approval and promotes dialogue on a faster basis than email and in a ‘sealed’ environment where colleagues can converse confidentially on client matters.

Request a Demo

Custom
Investment Platform

The Digital Wallet provides a centralised portal containing all of the information connected to your Investment portfolio, in one secure place. Able to be personalised to suit every client’s specific needs, we create a turn-key operation for all of the financial information clients need for their personal and business reporting.

Payments

Transfer funds, send and receive currencies and have full access to all of your financial reporting requirements in your secure Digital Wallet portal.

Create Investments

Complete and sign required online documentation for any of the Live investments on the platform and safely store all of your portfolio records in your Investment library on Digital Wallet.

Reporting

Download and print your Financial statements for personal and business needs by logging onto your Digital Wallet to select the reporting period and information required. Digital Wallet reporting standards are applicable for submissions to all entities requiring general purpose financial statements.

Dataroom

Visit the online Dataroom for instant access to the entire library of documents, Investment packages, corresponding forms and official statements pertaining to each individual investment offering.

Secure Chat & Support Facility

Our dedicated Digital Wallet online support team are available 24/7 to provide assistance and solutions. If you can’t find the answer you’re looking for in your personal wallet or need to reach us for something urgent out of your Agent’s business hours, feel free to contact us for chat support.

Task & Ticketing System

Allow everyone in your organisation to converse securely with each other, by using the Task and Ticketing area of Digital Wallet. Here staff members can raise a Live conversation with others, either directly – one-to-one – or in a group chat to solve issues across the time zones, across different office locations or when staff might be working remotely. This facility allows documents to be uploaded for discussion or approval and promotes dialogue on a faster basis than email and in a ‘sealed’ environment where colleagues can converse confidentially on client matters.
Request a Demo

Disclaimer
Dovera Capital (“Dovera”) do not provide Financial Services, they provide a private capital marketplace by which it may introduce potential accredited investors to asset-based Investee Entities. Any securities or participation interests which are issued or sold, as a result of such introduction, will be issued by the Investee Entity or by another person affiliated with the Investee Entity (for example a current shareholder/founder of the Investee Entity). Dovera is not engaged in a business of providing financial services and does not hold an Australian Financial Services Licence.

Dovera does not provide any financial product advice (whether general or personal) in relation to the securities or participation interests which are offered by or in any Investee Entity or in respect of any other financial product. In particular, Dovera makes no recommendation as to the suitability of any investment opportunity for any potential investor and does not take account of any investor’s financial situation or needs in making information about Investee Entities available to members of private capital marketplace.

Dovera does not provide dealing services in relation to any financial products, including any securities or scheme interests issued or to be issued by an Investee Entity, whether by way of arranging their issue, acquisition, variation or disposal or by any other means.

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