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Platform Modules

A suite of tools covering everything from bookbuilding and ticketing to reporting and mobile access. NIAD adapts to your workflow.

New Issue Management

Set up and manage deals with precision — from 
term sheets to document access and risk controls.

  • Configure term sheets, key dates, economics, and restrictions

  • Control user access to deal documents

  • Minimize liability on bought deals

  • Automate email communications with templates

Bookbuilding

Real-time management and visualization of total interest 
and allocation across numerous investment sales channels.

Deal Book

  • Allocate deals across investment sales channels

  • Manage interest and allocations for the Syndicate and Selling Group

Institutional Book

  • Track institutional interest and allotments

  • Finalize allocations for ticketing

  • Price modelling for marketed deals

Retail Book

  • Manage branch and advisor allocations

  • Automate by performance ratio, pro rata, or first-come-first-served

President’s List Book

  • Track allocations designated for President’s List Clients across multiple firms

Ticketing

Streamline trade processing across all investment channels.

  • Back-office processing of all systems trades, including:

    • Tickets for retail, institutional, and dealer orders

    • President’s List orders at different commission rates

  • Batch cancel deals when required

  • Manage inventory transfers

Reporting

Turn data into insights — instantly.

  • Auto-generate Distribution Certificates, Purchasers Lists, and more

  • Ad hoc reporting tools for performance analysis and pitch books

Messaging

Keep everyone informed — automatically.

  • Notifications from deal launch to close

  • Custom email templates triggered by automation or user input

Marketing Calendar

Coordinate marketing efforts with ease.

  • Create events and enable RSVP/download to Outlook calendar

  • Control user access Visualization of key dates for each dealto deal documents

Prospectus Tracking

Ensure compliance with centralized tracking and automated delivery.

  • Auto-send Preliminary, Amended and Final Prospectuses to Clients

  • Centralized tracking for compliance reporting

  • Direct clients to SEDAR+ electronic copies

Mobile Access

Stay connected to deals on the go.

  • Reflect interest and allocations via mobile

  • Clients can complete digital subscription agreements from any device

Digital Subscription Agreements

Simplify advisor and client workload with integrated digital workflows.

  • Auto-fill agreements with deal and order data

  • Send to Clients for e-signature

  • Define approval chains

  • Auto-generate Purchaser Lists

  • Digitally send purchaser lists and subscription agreements to the legal team

Coming Soon

Dealer Linking

Revolutionizing Inter-Dealer Collaboration

Say goodbye to spreadsheets, phone calls, and fragmented communication. The Dealer Linking module is a game-changer for capital markets professionals, bringing seamless, secure, and intelligent connectivity to every stage of the new issue lifecycle.

What Is Dealer Linking?

Dealer Linking is a powerful enhancement to the NIAD platform that enables real-time, encrypted communication and data exchange between lead underwriters, syndicate members, and selling group participants, whether they’re NIAD clients or external dealers. It’s designed to eliminate manual processes and empower dealers with the tools they need to collaborate, allocate, and execute with precision.

Why It Matters

  • Streamlined Workflows: Share deal terms, interest, allocations, and subscription agreements with a few clicks.

  • Real-Time Visibility: Monitor issue status across Pre-Marketing, Marketing, Books Closed, and Issue Closed phases..

  • Secure Data Exchange: Built on Azure Service Bus, ensuring encrypted and compliant communication.

  • Cross-Dealer Integration: Connect with NIAD and non-NIAD clients through a centralized hub or portal.

  • Cross-Dealer Integration: Connect with NIAD and non-NIAD clients through a centralized hub or portal.

Intelligent Features

  • Role-based access for Leads, Syndicate, and Selling Group members

  • Auto-publish and approval workflows for allocations and interest

  • Configurable visibility settings for attachments and institutional books

  • Time-stamped audit trails for compliance and transparency

  • Mobile-ready interface for deal management on the go

Built for the Future

Dealer Linking isn’t just a module—it’s a movement toward smarter syndication. Whether you're managing a complex institutional book or coordinating across dozens of dealers, this tool transforms how deals are launched, marketed, and closed.

Canada's leading platform for managing new issues, NIAD simplifies complex capital raises with precision, scale, and confidence.

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