Private Entities can have their share registry managed by a professional provider and give investors access to the latest online tools via our cost-effective approach.
Are you conducting a seed, crowdfund or secondary raising and/or currently managing your registry via a spreadsheet or outdated system?
We will load your register onto our leading-edge platform, ensuring all data is correct and accurate, and manage communications with investors. This not only removes the administrative burden from you or your key staff, but allows investors have the latest tools to view shareholding information and self-service.
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.
Frequently Asked Questions
How can BoardRoom help in private entity registry services?
BoardRoom can maintain the register of shareholders for private and public unlisted companies. As part of the service, BoardRoom can issue share certificates, provide a portal for shareholders to login, view their holdings and update their information. Additionally, BoardRoom will provide a portal for clients to view the register, investor details and access a range of reports. A key benefit to outsourcing the registry to BoardRoom is to provide the company the same experience a listed company would receive. Contact us now to learn more about our services.