Our purpose is to be the unrivalled
partner for integrated corporate
solutions driven by innovation
and technology.

We’re here to help.

Registry Services

Corporate Secretarial Services

Employee Plan Services

Payroll Services

Pre-IPO Services

Our purpose is to be the unrivalled
partner for integrated corporate
solutions driven by innovation
and technology.

InvestorServe icon

InvestorServe

Securely manage your investments online and access investor forms.

EmployeeServe icon

EmployeeServe

Access employee plan holdings and employee forms.

ClientonlineServe icon

ClientOnline

Authorised secure access for corporate information.
AdviserServe icon

AdviserServe

Authorised adviser access to client and adviser information.

CustodyServe icon

CustodyServe

Custodian access to investor information and transactions.

InvestorServe icon

InvestorServe

EmployeeServe icon

EmployeeServe

ClientonlineServe icon

ClientOnline

AdviserServe icon

AdviserServe

CustodyServe icon

CustodyServe

Driving service through innovation and technology

Driving service through
innovation and technology

Driving service through innovation and technology

With over 30 years’ experience and more than 500 clients in Australia, we’re one of the market leaders within the corporate service sector, providing share registry, employee plan, corporate secretarial, and payroll solutions to listed and unlisted entities of all sizes.

We don’t just provide a single solution and expect our clients to adapt to it; we enter into a unique partnership with each of our clients, so your solution is efficient, tailored, and cost-effective. All of this is built on a leading IT platform, supported by a highly experienced team, and delivered through proven processes.

Our Services

InvestorServe

InvestorServe

Securityholder Portal

InvestorServe is the key destination for securityholders to manage their holdings.

Designed with a focus on ease of use and user experience, our clients’ securityholders have 24/7 access to a wide range of self-service options to manage their investments. InvestorServe allows for managing and linking holdings, updating personal information, accessing historical data and completing online forms. The InvestorServe portal is fully customisable and branding can be tailored to each client’s needs.

ClientOnline

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

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

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

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.

Dashboard

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.
Watch the CS Connect video.
Definitiv - Flexible, Cloud-Based Payroll and HR Software

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.

Whether you’re a private or public company, Australian-based or global, we can help. In our experience, it’s not possible to come up with a single employee equity plan that works for everyone. That’s why we’ve designed our system to be completely flexible, so we can provide you with a solution that’s purpose-built to meet your requirements.

Watch the video to find out more.

Registries Services

Corporate Secretarial Services

Employee Plan Services

Payroll Services

Pre-IPO Services