ClientOnline

Client Portal

ClientOnline is our market-leading online registry and employee equity plan software.

The portal utilises the latest technologies to allow clients to access their key information quickly and accurately. Intuitive and secure, our registry and employee equity plan software provides real-time detailed information including register snapshots, key alerts and access to a number of detailed reports.

EmployeeServe

Employee Portal

Our fully integrated employee plan software provides a powerful engagement tool for our clients and their staff.

Fully customisable and user friendly, our clients’ employees can view, update and transact on their Employee Equity Plan holdings at any time. Fully integrated into our registry framework, all information available on the portal is live real-time data.

AdviserServe

Financial Adviser Portal

AdviserServe provides financial advisers quick and easy access to their clients’ investment portfolios, transaction histories and payment histories.

Key benefits include live reporting, bulk statement downloads, tracking clients’ application statuses, visibility of service fees and investment summaries.

RAIZE

Online Application Solution

RAIZE, our enhanced online investment application solution, provides a simplified investor journey with intuitive functionality, allowing a fast and straightforward process for investors to complete an application.

Fully customisable and tailored with branding, our clients have access to real-time analytics and self-service reporting by utilising RAIZE.

CS Connect

Our industry-first company secretarial platform

Key features include:

• Central depository for real-time information and document exchanges;
• Instant access to data including company profiles and director details;
• Customisable reminders and notifications;
• Raising service requests; and more.

Definitiv

Flexible, Cloud-Based Payroll and HR Software

We have partnered with Definitiv to simplify payroll and HR for enterprises, so they can focus on their core business activities.

Consolidating people management onto a single platform, the Definitiv payroll and HR software has an extensive list of features to improve employee productivity, eliminate risk, allow informed decisions through real-time data and automate payroll and HR administration.