Adviser
Direct access, for everyone who advises your investors.
The Registry Direct Adviser Centre gives advisers accurate data, simple onboarding and clear reporting, so every client conversation is backed by the same information your fund relies on.
One source of truth. Every adviser included.
No separate spreadsheets. No second-hand updates. Advisers work from the same registry your fund does.
Onboard investors without the back and forth.
Advisers can guide their clients straight into an offer, with applications, verification and documentation handled in one place. There is no chasing paperwork between adviser, investor and registry. Onboarding moves at the pace the adviser sets, not the pace of manual admin.
Give your advisers the full picture.
Advisers see their clients' holdings, transactions and history exactly as they stand, direct from the registry. There is no waiting on a request or reconciling a spreadsheet against what the fund actually holds. The information an adviser acts on is the same information your fund relies on.
Reporting your advisers can put in front of a client.
Advisers can pull clear, accurate reporting on demand, ready to support a client conversation without extra preparation. Every figure reflects the current state of the investment, not a snapshot from weeks earlier. Transparency becomes something the adviser can demonstrate, not something they have to explain around.
Free your advisers from the admin.
The manual work that slows advisers down, chasing statements, confirming balances, tracking down documents, runs automatically through the platform instead. Advisers spend their time advising, and your fund benefits from a partner who is focused on the client relationship rather than paperwork.
A more professional experience for every client.
When an adviser has accurate data and clear reporting on hand, that professionalism carries straight through to the investor. Every interaction reflects well on the adviser, and on the fund behind them.
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.
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