Manage your registry

One registry. Complete control.

Every security, every holder and every transaction, managed accurately in a single system built for the demands of fund and company registries.

Your registry, always correct.

No spreadsheets to reconcile, no records to chase. One source of truth for every security you have on issue.

Your cap table, clear at a glance.

Track paid and unpaid capital, committed amounts, convertibles and cash type securities such as accrual, loan and bond, all in a single capital table. Set the decimal precision that suits each security, choose whether to issue certificates, and control what counts toward profit and loss and investor centre portfolio valuation.

  • Unlimited security classes, including paid and unpaid capital, committed amounts and convertibles
  • Cash type securities including accrual, loan and bond
  • Configurable decimal precision, certificate issuance, and profit/loss and portfolio valuation settings
  • Employee Share Scheme management
  • CHESS feed for ASX listed securities

Direct access for investors, without the phone calls.

An investor centre for investors to intuitively update their own details, download holding, tax and payment statements, and access their security certificates whenever they need them. Investors can vote in meetings, and grant read-only access to their advisers and accountants from the same portal.

  • Self-service detail updates
  • Holding, tax and payment statement downloads
  • Security certificate downloads
  • Read-only adviser and accountant access
  • Draft application access and meeting voting

Every transaction, tracked and accounted for.

Process allotments and holding statements and investor centre invitations are generated automatically. Create capital calls, manage returns of capital, and redeem or cancel securities directly.

  • Automated holding statements and investor centre invitations for new holders
  • Custom labels, tags and attached documents on every transaction
  • Adviser fee tracking
  • Capital calls with automated payment instructions for investors
  • Returns of capital, redemptions and cancellations

Reporting built for scrutiny, not just record keeping.

Generate a comprehensive suite of the reports your registry depends on, from top holders to capital commitments, and schedule them to run automatically. Export cap table, contact, holding, payment, application and transaction data in the format you need for analysis in external tools and AI applications.

  • Top holders, unit movement and distribution schedule reports
  • Investor comparison, holding and issued capital reports
  • Transaction and capital commitment reports
  • Scheduled reporting, one-off or repeating
  • Export to PDF, CSV and XLSX

Connected to the systems you already run your business on.

Sync contact and transaction data with Xero, keep holder, security and transaction records aligned with BGL CAS 360, and connect your contacts to HubSpot. Your registry stays current everywhere it needs to be.

  • Xero integration for contacts and transactions
  • BGL CAS 360 integration for holders, securities and transactions
  • HubSpot integration for contacts

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.

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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.

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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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