Investor App

Your investors. Your brand. Always at hand.

Coming soon.

Your brand, protected by bank-grade security.

Investors meet your fund or company through an app that looks and feels like yours, secured to the same standard trusted by financial institutions. Multi-factor authentication runs through the device they already carry.

  • Fully branded app
  • Bank-grade security
  • Native device MFA

Complete visibility across every holding.

Investors see exactly where they stand: balances and totals across every account and security, as at any date or over any period, with full transaction detail beneath. They can grant advisers and accountants read-only access, so the right people see the right numbers.

  • Balances and totals by account and security
  • Point-in-time and period reporting
  • Full transaction detail
  • Read-only access for advisers, accountants or whoever they choose

Every statement, ready when they need it.

Holding statements, payment statements and tax statements are ready the moment they're issued, for one account or all of them, downloaded or shared instantly.

  • Holding statements, single or combined
  • Payment statements
  • Tax statements
  • Download and share from any device

Nothing falls through the gaps.

Push notifications alert investors the moment action is needed, from updating tax, address or bank details to reviewing a new offer. A to do list keeps every outstanding task in one place, so nothing is missed and nothing needs chasing.

  • Push notifications for required actions
  • Alerts for tax, address and bank detail updates
  • Offer notifications
  • Investor to do list

Informed and involved, every step of the way.

Investors receive every communication from you directly in the app, and review and vote on meeting resolutions online. Engagement happens in the same place they check their holdings.

  • Issuer communications, in app
  • Online voting on meeting resolutions
  • Push notifications for meeting deadlines

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.

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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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Explore the platform