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 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 moreFrequently asked questions.
Can I connect Registry Direct to HubSpot?
Yes. Registry Direct's HubSpot integration gives your team a secure pathway from a HubSpot contact record into Registry Direct, with direct access to communications and other contact-related information.
How does the Xero integration work?
The Xero integration automates transaction processing: booking commitments, bank account reconciliation, posting to the general ledger and receipt automation.
Which systems does Registry Direct integrate with?
Registry Direct connects with HubSpot, Xero and BGL CAS 360, or you can build your own integration through the API. It also includes built-in ASIC, ABN/ACN and Super Fund lookups and GreenID identity checks.