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 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.
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 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, 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 is our all-new digital meeting management tool for company secretaries and directors. Streamlining and simplifying meetings through a highly optimised user interface combined with document management, sophisticated annotation and note taking tools, the leading company secretary software DashBoard is protected using industry-leading encryption technology.
A ground-breaking mobile application combining smart technology with comprehensive real-time analytics, insights, news, statements, transactions and engagement features.The BoardRoom App delivers a single destination for registry and investment management via our online portals for investors, employees and clients.
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.