Our Technology
InvestorServe
ClientOnline
EmployeeServe
AdviserServe
RAIZE
CS Connect
Definitiv
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
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
Remove administration headaches and eradicate paper through our cloud-based solution.
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
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.
