Service journeys

Partner-branded investment journey

Brokerage / On-Off RampA measured digital-asset buy or sell journey, delivered through your brand.

A partner can offer an approved brokerage or on-off-ramp experience to eligible customers through its own channel. Havenex coordinates the configured asset, funding, execution-status and settlement workflow; availability remains subject to the agreed scope and conditions.

Customer journey

What the customer experiences, step by step.

This is the end-customer path within a partner-branded service. Each stage distinguishes the experience the customer sees from the checks and coordination operating underneath.

  1. 01

    Review eligibility

    Customer sees

    The customer sees the partner’s product information and completes suitability or eligibility steps where applicable.

    Underneath

    The partner sets the approved audience, product boundaries and required customer checks.

  2. 02

    Choose buy or sell

    Customer sees

    The customer selects whether to buy or sell and chooses from the available asset and currency options.

    Underneath

    Asset and currency availability follows the partner’s approved service scope.

  3. 03

    Review quote, fees and disclosures

    Customer sees

    The partner presents the proposed order details, applicable fees and required disclosures before confirmation.

    Underneath

    Quote and order inputs are coordinated for the configured workflow; the partner governs customer-facing disclosures.

  4. 04

    Fund or deposit assets

    Customer sees

    The customer follows the available funding or asset-deposit instructions and can see their progress.

    Underneath

    Funding, deposit and screening steps are applied according to the agreed process.

  5. 05

    Confirm the order

    Customer sees

    The customer authorizes the buy or sell instruction through the partner-branded experience.

    Underneath

    Configured authorization, eligibility and transaction-control checks apply before an instruction is progressed.

  6. 06

    Track execution or pending status

    Customer sees

    The customer sees whether the order is submitted, pending, executed or requires attention.

    Underneath

    Havenex coordinates execution-status and operational handoffs; execution is not guaranteed.

  7. 07

    See settlement and holdings

    Customer sees

    After the relevant workflow completes, the customer receives the settlement outcome and can view approved holdings and history.

    Underneath

    The partner remains responsible for the customer relationship, support and reporting experience.

Clear operating roles

The experience is partner-led. The workflow is orchestrated underneath.

What the partner controls

  • Eligible customer base, suitability policy and product communications.
  • Supported assets, currencies, funding options and customer support.
  • Customer disclosures, authorization requirements and service availability.

What Havenex orchestrates

  • Configured brokerage, funding, asset-movement and settlement workflows.
  • Status handoffs across the approved order journey.
  • Connected records for the partner’s agreed oversight model.

Capabilities and controls

Built for the operating model behind the journey.

Partner-branded access

Support a digital-asset proposition delivered through the institution’s own customer channels.

Eligibility and controls

Structure access around partner-defined customer eligibility, permissions and review processes.

Connected asset workflows

Coordinate approved brokerage, custody and conversion capabilities where applicable.

Partner-led governance

The institution retains its customer relationship, service rules and KYC responsibilities.

Partner outcomes

A clearer customer proposition with institutional control.

  • A measured customer journey for an approved brokerage scope.
  • Clear separation between partner-owned customer service and Havenex infrastructure.
  • A pathway to connect approved custody and conversion workflows.

Implementation considerations

  • 01

    Define eligible customer segments, approved assets and service boundaries.

  • 02

    Map onboarding, suitability, KYC and customer-support responsibilities.

  • 03

    Confirm relevant market, regulatory and operational requirements before implementation.

Institutional discussion

Discuss the right customer journey and service scope for your institution.

Request a partner briefing

Licensing is in progress. Havenex Africa’s Botswana VASP application has been filed, and Rwanda follows its implementing regulations. No licence has been granted to any Havenex Africa entity.