Connect and automate

One source of truth. Everywhere you work.

Connect Registry Direct to HubSpot, Xero and CAS 360, or build your own integration through our API. Your data moves once, and it's correct wherever it lands.

Your registry, connected to your systems.

No duplicate entry, no manual reconciliation, no gaps between the platforms your business runs on.

See the full investor relationship without leaving HubSpot.

Registry Direct information appears directly on the HubSpot Contact record, so your team sees the relationship, activity and communication history behind every contact without switching systems.

  • Registry Direct data surfaced in the HubSpot Contact Overview
  • Secure access into Registry Direct from within HubSpot
  • Communications and contact history available at a glance

Compliance strength, drawn from BGL CAS 360.

Import your BGL data into Registry Direct and put CAS 360's compliance capability to work alongside your registry, with both platforms kept aligned.

  • Board minute preparation
  • Automated annual review and ASIC form lodgement
  • E-signature technology for audit control
  • Access to the BGL ecosystem
  • Discrepancy alerts between BGL CAS 360 and Registry Direct

Xero and Registry Direct, perfectly aligned.

Link your Registry Direct holders to Xero contacts and keep the two platforms in sync. Dividends, distributions, capital raises, capital calls, allotments and redemptions post to Xero automatically, and activity in Xero, like receipting an invoice, updates Registry Direct in return.

  • Holder and contact synchronisation with Xero
  • Automated accounting entries for dividends, distributions, capital raises, capital calls, allotments and redemptions
  • Two-way updates between Xero and Registry Direct
  • Discrepancy alerts between Xero and Registry Direct
  • Highly configurable setup

Build the integration you need.

Access Registry Direct through our API and connect your own CRM or internal systems. Read-only endpoints and webhooks keep your data current, and logs record every credential and webhook change.

  • Read-only endpoints for contact and communication data
  • Webhooks for contact creation, updates and edits
  • Webhooks for sent communications
  • API logs and activity logs for authentication and webhook changes

Investor app

Your investors.
Your brand.

Put your investors’ holdings directly in their hands. A branded, bank-grade app that keeps your investors informed, engaged and connected.

Securely delivered. Completely yours.

Explore the investor app
Explore the investor app

Explore the platform.

Every part of the investor lifecycle, connected in one system.

Registry Direct manages more than 220,000 investors across 1,500+ funds and companies.

ISO Certified

Certified to ISO 27001, the international standard for information security management.

GS007 Audited

Independently assessed under GS007, the Australian standard for organisations providing investment management services.

Bank-grade Security

The same security standards trusted by financial institutions, protecting your data and your investors' at every layer.

Learn more

Build your business on Registry Direct.

We're here to guide you every step of the way. No obligation, no pressure.

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Book a demo
Explore the platform
Explore the platform