Investor

Because certainty matters most, for them and for you.

Every investor interaction, connected in one place. No manual updates, no scattered documents, no gaps in communication.

Give your investors direct access to their information.

Your investors log in to a secure, dedicated portal built for their investment. Their holdings, documents and history sit in one place, protected to the same standard trusted by financial institutions, so you're never the one fielding requests for basic information.

Onboard your investors without the manual work.

Your investors complete their application and supply identity documents online, in minutes rather than days. Built-in identity checks run against your AML/CTF and wholesale requirements, so onboarding moves quickly.

Let your investors see their holdings, always current.

Your investors view their full holding position and transaction history whenever they need to, updated in real time. Every unit, every transaction and every change is recorded and ready, so the question of what an investor owns is never one you have to answer manually.

Deliver statements and tax documents digitally or by post.

Distribution statements, holding certificates and tax documents reach your investors digitally the moment they're ready, with the option to post when required. Every document your investors, their advisers, or the ATO require is stored and always within reach.

Keep your investors informed, from first application to every update.

Your investors stay connected to their investment automatically, from onboarding through every distribution and change. Nothing falls through the gaps, and the relationship stays strong without adding to your workload.