For Asset Managers
For Asset Managers
What’s the difference between an issuer and an asset manager on Libertum?
- An issuer wants to tokenize an asset and distribute it to investors via Libertum.
- An asset manager wants to track and operate a portfolio of assets (some tokenized, some not), often on behalf of multiple clients.
Many users are both — an asset manager who manages a fund of off-chain real estate and tokenizes some of those assets through Libertum.
What’s the Asset Management Platform?
A structured operational system of record for an entire book of assets. Central registry, 9-tab workspace per asset (Overview, Financials, Documents, Maintenance, Compliance, Valuation, Holdings, Audit, Governance), lifecycle workflows from acquisition to disposition, multi-client portfolio support, and reports.
See the Asset Management Guide for the full walkthrough.
What can the Asset Workspace track?
Per asset:
- Overview — summary, key facts, current valuation, recent activity
- Financials — income, expense, P&L, cash-flow
- Documents — secure document vault with version control
- Maintenance — work orders, service logs, vendor records
- Compliance — checklists, audit trail, inspection schedules
- Valuation — appraisal history, depreciation, NAV updates
- Holdings — who owns this asset (clients, funds, tokenized share holders)
- Audit — immutable activity log
- Governance — proposals and votes at the asset level
What is the Tokenization Bridge?
The most important AM module. When an AM-tracked asset is ready to be tokenized:
- From the Asset Workspace, click Tokenize this asset
- The bridge runs a readiness scoring (documents present, valuation current, legal structure clean)
- If ready, the bridge hands off to the Issuer Wizard with fields pre-populated from the AM record
- After deployment, the on-chain offering is bidirectionally linked to the AM asset record — cap-table changes show in both views, NAV updates flow from AM to chain
The bridge is what makes AM and Issuer feel like one product: any asset you operate can become a tokenized offering with the data you already have.
Does Libertum support multi-client portfolios?
Yes via the Clients & Portfolios module (AM-10). Each asset can be linked to one or more client portfolios with ownership percentages. Allocation tracking, ownership ledger, and period statements per client.
What lifecycle stages does the platform support?
Configurable per asset class but typically: Pipeline / Pre-acquisition → Due Diligence → Closing → Active / Operating → Hold-period exit-prep → Disposition / Sale → Closed. Each stage has configurable required tasks, document checklists, and approvers. Move stage-by-stage with audit trail.
Can I import an existing asset book?
Yes via the Migration & Import module (AM-16). CSV / Excel import wizard with pre-built templates for Yardi, MRI, SAP. Bulk document upload supported.
What reports does the platform generate?
12 built-in templates via the Reports & Analytics module (AM-14): asset performance, fund performance, client statement, compliance status, valuation history, maintenance summary, and more. Custom report builder. Scheduled email delivery. PDF and CSV export.
What pricing tier should I start on?
| If you… | Pick |
|---|---|
| Run a single fund, family office, or solo asset manager | AM Starter — $299/mo, up to 25 assets, 5 team members |
| Run a multi-fund firm, REOC, or institutional asset manager | AM Pro — $499/mo, unlimited assets, 15 team members, includes Issuer access |
| Need bespoke contracts and dedicated support | Enterprise — $999/mo |
Issuer Growth ($499/mo) and Enterprise plans also include AM access.
Can I share documents securely with external parties?
Yes via the Documents & Data Room module (AM-08). Secure document storage with categorisation, version control, granular access logging. Time-limited access for external parties (lawyers, valuators, prospective buyers) — useful as a virtual data room during sale processes.
What about chain-of-custody for physical assets?
The Asset Tracking module (AM-09) generates QR codes and supports RFID for physical assets, with location and custody tracking over time. Useful for commodity tokenization, art / collectibles, or any physical asset where chain of custody is part of the compliance story.