Investor
Your investors. Informed, engaged and connected.
The Registry Direct Investor Centre gives your investors direct access to their holdings, statements and updates, all through one system you control.
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.
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.
Can I brand the investor centre and app as my own?
Yes. The investor centre, mobile app and application forms can all carry your branding, so investors see your business, not your platform provider.
How does investor onboarding work?
Investors complete their application and supply identity verification and wholesale investor information online. AML/CTF can be processed using GreenID, or manually when you prefer, so onboarding is compliant from the first application.
What can investors see in their investor centre?
Investors can view their full holding position, transaction history, payment statements, tax documents, draft applications and holding certificates, all kept current in real time.
Do investors receive statements and tax documents automatically?
Yes. Statements, certificates and tax documents are issued digitally as soon as they're ready, with no manual distribution required.
How are my investors kept informed after they invest?
Investors receive updates automatically at every stage, from onboarding through to payments and corporate actions, so they stay engaged without you needing to manage individual communications.