Easy onboarding
Direct, from day one
Test the platform, bring your data across, and take your register live when you're ready, with support at every step.
Your move to Registry Direct, on your terms.
No forced timeline and no unnecessary risk. Explore the platform, prepare your data and launch when it suits your fund or company.
Everything you need to move with confidence.
A structured path from first login to a live register, so you always know what happens next and nothing is left to chance.
- Try before you commit
Your free trial gives you a demo company or trust, complete with data, to explore the platform freely. It also gives you your own company or trust, ready for you to start building your personalised registry. - Bring your existing data across
Import your data using our Excel templates, with step-by-step guidance through the process. Clients on a premium plan also receive our data conversion service at no cost. - See your register before your investors do
Preview mode gives you a complete view of your register before it goes live. Make any changes you need, with no emails sent and nothing visible to investors until you're ready. - Go live with one click
Activate your register whenever you choose. Every security holder receives an invitation to set their private password, access their personalised Investor Centre, and their security certificate, if applicable. - Guide your investors from the start
Our Investor Centre Getting Started guide shows every security holder how to set up their account, check their holding balance and update their details, so they arrive informed and confident.
Why fund managers and companies choose this path.
Onboarding done properly gives you back time, brings in expertise, and scales with you when the workload grows.
- Time back for the work that matters
Data migration, testing and setup run through a guided process, not your calendar. That means less time spent on the mechanics of moving platforms, and more time spent managing capital and investor relationships. - Registry and platform experts on hand
Our team has done this hundreds of times, across every fund and company structure. You get the benefit of that experience at exactly the point you need it, without carrying the knowledge in-house. - Flexibility to support businesses of any size
The data conversion service and dedicated support scale to the size of the job, so a larger data set or a more complex structure never becomes your problem to solve alone.
Our flexible service model.
Administer services yourself, use your existing service provider, choose Registry Direct, or appoint one of the industry-leading service providers already using our platform.
Capital raising
Advice, online offer, application and payment processing, capital calls, AML/CTF and investor verification.
Fund administration
Trustee, custody, AFSL, fund establishment, legal and compliance services.
Company secretarial
Outsource company secretary, ASIC reporting, business valuation, financial statements.
Capital management
Transactions, NAV calculation, share and unit pricing.
Registry operations
Unit holder and capital table management, CHESS connectivity.
ATO reporting
Tax returns, QTFN, AIIR, FATCA and CRS reports.
Payments
Distributions, dividends, holding statements, tax statements.
Meetings
Board meetings, shareholder meetings, online voting.
Employee Share Schemes
ESS statements for employees, ESS annual reports, lodgement with the ATO
Easy onboarding.
We're with you from the first conversation. Our team handles the setup and guides you through every step, so the move to Registry Direct is smooth from day one.
Every service, built on deep expertise.
From company secretarial to fund accounting, specialists work as a direct extension of your team, backed by more than a decade in this industry.
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