Flexible Integration Options

Choose Your Integration Speed

Start where you're comfortable, upgrade as you grow. Be one of the first to help us solve timely transfers for participants.

4 hours
Transfer Time
$100-500
Saved Per Failure
30 days
Average ROI
100%
Transfer Success

How Level 2 Works

Participant

KYC

Empower

API

KYB
API Calls

TrustRails Platform

API Orchestration

KYB
API Calls

Schwab

API

API automation with traditional settlement & database tracking
Implementation
4-6 weeks
Pricing
One-time Setup
+
Pay Per Transfer

Features & Benefits

What You Get:

  • Full API access
  • Automated status updates
  • Exception handling
  • Webhook notifications
  • Advanced analytics
  • Custom workflows
  • Traditional database audit trail

Key Benefits:

  • $100-500 saved per failed transfer
  • Real-time transfer visibility
  • Immediate participant satisfaction boost
  • 80% reduction in manual work
  • Reduced compliance and audit risk

Compare Integration Levels

FeatureLevel 1
PopularLevel 2
Level 3
Transfer SpeedWeeksWeeks4 hours
Setup Time2-4 weeks2-4 weeks4-6 weeks
Automation LevelManual UIAPI AutomatedAPI Automated + Manual UI
AI Agent Ready⚡ Partial✅ Complete
Settlement MethodTraditionalTraditionalInstant Digital
Tokenization
Automatic Smart Contract
Audit Trail TechnologyDatabaseDatabaseDistributed Immutable Ledger
Best ForTesting & PilotsMost CustodiansIndustry Leaders

Start Risk-Free

Free Testing Environment

Test fictional transfers in a safe, documented environment that replicates our real world system.

Transfer Guarantee

We feel so strongly about our system, we will 100% refund any erroneous transfers that can't be reversed.

Learn more →

Upgrade Anytime

Start with Level 1. Move to Level 3. Your timeline, your pace.

Ready to Choose Your Integration Level?

Join custodians already transforming their rollover process