Financial services
Complete certainty, built for financial services.
Run investor and shareholder administration, compliance and client service in one system, purpose-built for the way financial services firms operate.
One system. Every obligation.
Administration, compliance and client experience, connected in one place. No fragmented tools, no manual handoffs, no room for error.
Move administration onto one system.
Ageing processes and disconnected spreadsheets give way to a single, purpose-built registry. Ownership records, transactions and reporting live in one place, always current and always accurate, so your team spends less time reconciling and more time serving clients.
Meet every obligation with confidence.
Compliance and governance run through the platform as standard, not as an afterthought. Every obligation is backed by accurate, audit-ready data, so nothing falls through the gaps and nothing is left to chance.
Give clients an experience that reflects your standards.
Investors and shareholders get clear, timely communications and a professional, branded experience at every touchpoint. From their first interaction to every update that follows, the experience reinforces the trust they place in you.
Remove the manual work from your operations.
The work that once consumed your team's time now runs on its own, accurately and without intervention. That means less time on administration and more time on the work that grows the business and deepens client relationships.
Grow your client base without growing your overhead.
As your business scales, the platform scales with you. Take on more clients, more accounts and more complexity without adding to your workload or your headcount, so growth never comes at the cost of control.
Explore the platform.
Every part of the investor lifecycle, connected in one system.
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.
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.
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