Considerations

Prior to initiating the integration with T-REX Engine, it is essential to carefully consider and plan for several key aspects.

If you will be utilizing only T-REX Engine:

1. Agreement: Ensure you have the appropriate agreement in place. If you have any doubt, please contact your Sales Representative.
2. Email Delivery: You are responsible for building your own transactional email delivery system. All emails to investors (e.g., subscription confirmations, sign-up, reset password...) must be sent by you. Tokeny will continue sending relevant Servicing back office emails to Owners and Agents, but will not send emails to your investors.
3. Investor Endpoints: To use Investor endpoints from your Investor front-end, our identity providers must be connected via SSO. Note: Do not use T-REX Platform sign-up endpoints to retrieve Investor JWTs, as this functionality will be deprecated in a future release.

If you will be utilizing T-REX Engine on top T-REX Platform:

1. Agreement: Ensure you have the appropriate agreement in place. If you have any doubt, please contact your Sales Representative.
2. API Usage: Our APIs can automate certain functions (e.g. daily NAV update...) or extract data to your ERP. However, API access does not allow you to modify the T-REX Platform user interface.
   The T-REX Platform is a turnkey SaaS solution developed and maintained by Tokeny. With the APIs, you can build your own user interface and customize the investor experience to your needs.