Investors engaged, without exception.

Every touchpoint, expertly managed.

Dedicated investor engagement services that keep your investors informed and supported at every stage, so your team can focus on managing capital rather than managing enquiries.

• Investor communications
  Timely, accurate communications delivered across email, post and push notification, keeping investors informed at every stage of their journey.
• Statement distribution
  Holding statements, tax statements and reports delivered accurately and on time, without manual handling.
• Meeting administration
  Board and shareholder meetings, whether online, in person, or both, run end to end. From notices of meetings through to results reports, governance stays on track.
• Voting support
  Proxy collection and voting administration handled accurately, giving every investor a direct way to have their say.
• Investor helpdesk
  A dedicated team answering investor queries directly, giving your investors real expertise on the other end of the line.
• CRM integration
  Investor data connected directly to the CRM your team already uses, so every interaction is recorded and every relationship stays visible.
• Investor analytics
  Clear insight into investor behaviour and engagement, giving your team the detail needed to act on what matters.

Why fund managers and companies choose this service.

The results experienced operators see once investor engagement is handled by a dedicated team.

• Time back for what matters most
  Investor communications, statements, meetings and enquiries run without your involvement, freeing your team to focus on growth, not admin.
• Expertise your team doesn't have to build
  A team that knows registry management inside out, giving you direct access to specialist knowledge your business would otherwise have to develop or hire for.
• Capacity that grows when you need it
  Support that scales with your investor base, so a growing register or a busy reporting period never stretches your team thin.