Making it easier to do more
for your clients
Registry Direct unlocks new opportunities to deepen adviser/client relationships, streamlines multiple processes and creates new revenue streams.
Registry Direct unlocks new opportunities to deepen adviser/client relationships, streamlines multiple processes and creates new revenue streams.
Easily set up and manage your client’s
securities or issue new securities
through our online portal.
Online editing of client records allows you to
make instant changes and submit updated
details directly to ASIC.
Registry Direct can be rebranded with
your firm’s logo and corporate colours,
becoming a seamless value-adding
extension of your service.
View clients’ statements and holdings,
buy and sell activities and distributions
received.
Easily set up and manage your client’s securities or issue new securities through our online portal.
Registry Direct can be rebranded with your firm’s logo and corporate colours, becoming a seamless value-adding extension of your service.
Online editing of client records allows you to make instant changes and submit updated details directly to ASIC.
View clients’ statements and holdings, buy and sell activities and distributions received.
The Registry Adviser Partnership Scheme rewards member
firms with preferential rates, revenue and extra features.
You’ll receive thorough training on setting up Registry Direct through our ‘Adviser Centre’ and access to User Guides to make sure that you’re up and running as quickly and easily as possible.
If you need a helping hand then our Help Desk and online forums are available to your clients and their security holders to answer any questions and make sure that you’re back on track as quickly as possible.