This integration method maximizes our partners’ ability to control the user experience for their investors during the verification process. With Whitelabel API integration, partners can create the pages and forms their investors will complete to have themselves verified as accredited investors. These forms will sync directly with InvestReady’s API and enable InvestReady to automatically receive and process the investors’ information.
This is the most technically complex integration method and our documentation provides detailed explanations on how to integrate it. As always, the InvestReady support team is available to help our partners enable this integration method on their sites.