Fund managers
Run your fund on complete certainty.
From your first capital raise to every distribution, your entire investor operation runs in one complete system.
Built for the way fund managers actually work.
Raise capital, manage investors and stay compliant, backed by people who know your world.
Raise capital more efficiently.
Launch a professional, branded raise in minutes and take investors from first interest to fully invested without the manual work. Onboarding, applications and payments run through one system, so your raise moves faster and nothing slips between the cracks.
Onboard investors with confidence.
Every application is verified against your AML/CTF and wholesale requirements as it arrives, automatically. Your investors get a smooth, professional onboarding experience, and you get the certainty that compliance is handled from the very first step.
Reduce operational overhead.
The manual work that eats into your time, reconciliations, distributions, statements, reporting, runs automatically and accurately. That means less time on administration and more on managing capital and building investor relationships.
Deliver a better investor experience.
Give your investors clear, timely communications and a professional, branded experience at every touchpoint. From their first application to every distribution and update, every interaction reinforces their trust in you.
Scale your fund without scaling administration.
As your fund grows, the platform grows with you. Manage more investors, more capital 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.
Learn moreFrequently asked questions.
What compliance obligations does Registry Direct handle for fund managers?
Registry Direct covers ASIC and ATO reporting, FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) reporting, and AML/CTF requirements in one platform. Tax statements, Annual Investment Income Report (AIIR) and Quarterly Tax File Number (QTFN) reporting are produced from the same investor records your registry runs on.
Can I run my own registry, or have Registry Direct run it for me?
Both. You can self-administer your registry on the platform, have the Registry Direct team manage it, or mix the two. You can also keep your existing service provider or appoint one of the specialist providers already using Registry Direct, and change the model as your fund grows.
How does investor onboarding and AML/CTF verification work?
You set your AML/CTF and wholesale investor requirements once for each offer. Each application is then verified as it arrives, automatically through GreenID or manually when you prefer. Investors complete their application online, and you see the status of every applicant in one place.
Can I move my existing registry to Registry Direct?
Yes. Our team handles the setup and data migration, and guides you through every step. Your investor records, holdings and history move across intact, so you start on Registry Direct with a complete and accurate registry.
Can I manage multiple funds on one platform?
Yes. Run every fund from a single login, each with its own registry, investors, distributions and reporting. Registry Direct manages more than 220,000 investors across 1,500+ funds and companies.
Is my investors' data secure on Registry Direct?
Yes. Registry Direct protects your investors' data with bank-grade security, is certified to ISO 27001 and is audited annually against GS007, the Australian standard for organisations providing investment management services.
What is a fund registry service provider?
A fund registry service provider keeps a fund's investor register accurate and handles the administration around it. With Registry Direct you can self-administer on the platform, have the team manage the registry, or combine both, and you can keep your existing provider if you prefer.
What should I look for in fund registry software in Australia?
Look for one system that covers investor onboarding and AML/CTF verification, distributions and tax statements, investor reporting and ASIC and ATO compliance, so you are not stitching tools together. Registry Direct covers these on one platform and supports self-administered, fully managed and mixed service models.
How much does a fund registry cost?
Fund registry costs depend on the size and structure of your fund. Registry Direct fund registry services include distribution payments, tax statements, capital calls, online offers with integrated AML/CTF/PEP verification, and FATCA and CRS reporting to the ATO. Data conversion assistance is free, so your move to Registry Direct starts with your records in order. Additional services, such as technical and operational support, and AML/CTF and PEP checks, are charged as you use them. See our pricing page for full details, or talk to our team about a plan for your trust.