Engage investors

Every investor, informed and engaged.

Communications, meetings, statements and a branded investor centre, connected in one system.

One relationship, never fragmented.

From the first email to the next AGM, every investor touchpoint runs through a single, connected system.

Reach the right investors, every time.‍

Manage every communication from one centre, with bounced and failed emails flagged automatically rather than lost. Tag contacts for targeted outreach, send under your own domain, and build the lists a capital raise depends on.

  • Communications centre with open, bounce and failure tracking
  • Email and post communications
  • Contact tagging for targeted lists
  • Branded sending from your custom domain
  • Marketing lists for capital raises
  • HubSpot integration

Run meetings and voting without the logistics.

Notices and proxy forms go out by post or email, investors join however the meeting is held, and resolutions are voted on before they arrive or while they're in the room.

  • Notices of meeting and proxy forms by post or email
  • Physical, online and hybrid meeting invitations
  • Online voting through the Investor centre, before or during the meeting

Give investors direct access, on their terms.

A branded investor centre, available on web and as an app with bank-grade security, puts every record in your investor's hands, from holding statements to draft applications, with push notifications and the ability to provide read-only access to other people.

  • Branded investor centre login, web and mobile app
  • Bank-grade security
  • Push notifications
  • Investors update their own details
  • Holding, tax and payment statement downloads
  • Communications history and security certificate downloads
  • Read-only access for advisers, accountants or anyone they choose
  • Draft application access and meeting voting

Statements that go out right, every reporting period.

Holding, periodic and exit statements are generated and sent in one process, with the detail set once and applied consistently across every investor. Set the frequency of distribution, and let the platform do all the work.

  • Holding, periodic and exit statement reports
  • Optional security value, payments, profit and loss, fees and costs
  • Custom logo, title and additional terms
  • Customised accompanying email communication

Investor app

Your investors.
Your brand.

Put your investors’ holdings directly in their hands. A branded, bank-grade app that keeps your investors informed, engaged and connected.

Securely delivered. Completely yours.

Explore the investor app
Explore the investor app

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Every part of the investor lifecycle, connected in one system.

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 more

Build your business on Registry Direct.

We're here to guide you every step of the way. No obligation, no pressure.

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Explore the platform