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The alternative you’ve been waiting for

From the initial investor subscription phase including escrow services to disbursement, share repurchase programs, proxy voting and solicitation as well as sales support for the selling brokers, we offer a total record keeping solution with technology that provides accurate, live data to take the risk out of decision making.

Why firms choose Computershare

Our dedicated alternative investment teams have a strategic partnership mindset that helps us tailor our solutions and client experience to meet your firm’s specific needs and challenges.

Service excellence

Working as an extension of your team, Computershare offers a single point of contact, dedicated US-based alternative investment teams, proactive solutions, and technology that supports how you work​.

Flexibility to accommodate needs

A strategic partnership mindset helps us tailor our solutions and client experience to meet your firm’s specific needs and challenges.

Integrated solutions

We offer comprehensive services under one roof to solve for the diverse and distinct needs across the alternative investments lifecycle for private and public sponsors​.

Price certainty

​Our pricing model is clear and all-inclusive, ensuring you know exactly what you are paying for – no hidden fees, no surprises.

Sophisticated risk management framework

We turn risk into resilience through expert teams and proprietary technology. We have ownership control over strong risk management practices, robust systems, processes, and governance to protect  your reputation and safeguard your brand as if they were our own.

Reimagined investor experiences

Computershare is transforming the investors’ experience to ensure that every investor receives high-quality service tailored to their preferences and delivered through their channel of choice.

Continuous innovation

Our technology and platforms - including our advisor portal, share repurchase platform and client portal - are built for purpose, informed by client needs and deep industry expertise.

Computershare provides a full-service solution for private and public sponsors

For more than 35 years, we have helped thousands of public and private companies through our expert people and technology.

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Upfront sales

Support for subscription, commissions, escrow, disbursements, KYC and reinvestments

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Intuitive web portals

For custodians and financial advisors, sponsors, retail investors and share repurchase programs​

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Connectivity with the alts ecosystem

Order processing and settlement files with DTCC’s AIP, third party administrators and data aggregators.

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Dedicated alternative investments support

Specialized experts will manage all broker-dealer, financial advisor, custodian and investor requests so you can focus on your business.​​

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IPOs and direct listings

We prepare firms for public life, with IPO services and other solutions to support them before, during and after their listing

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Registered agent and entity management

Computershare Entity Solutions brings together entity technology, compliance, and governance through one trusted partner

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Support for advisors and custodians

Our Alternative Investments platform provides access to a range of data at the shareholder level for advisors and brokers on FINRA, and at a custodian, fund and individual investor level for custodians. Users can view and download:​ 

  • Investor information 

  • Transaction history, statements and tax documents​ 

  • Daily investor positions and more

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Share repurchase programs

A share repurchase program offers your company an opportunity to increase shareholder value, can provide tax efficiencies, and flexibility in allocating capital.

Through our repurchase program web portal, shareholders can:

  • Review required documents

  • Enter repurchase instructions​

  • Provide supporting documentation

Through our workspace portal, custodians and issuers can:

  • View, approve, or reject submissions

  • Generate submission reports

  • View daily submission volumes and categories

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“Computershare is more than a transfer agent for InvenTrust. They are a business partner and solution provider delivering an impressive range and depth of services. Computershare has always been willing to work with us to find solutions to match our complex corporate events.”​

Dan Lombardo

Vice President of Investor Relations​ InvenTrust

“The team at Computershare have been wonderful partners throughout the time we have been working with them. We have utilized many of their service offerings for the various processes that we have completed and feel as though we can rely on their customer service and expertise as we continue to grow as a publicly traded company.”

Miles Callahan

Senior Vice President of Capital Markets and Investor Relations, Sila Realty Trust

“Very few companies have the commitment to focus their employees to help advisors and clients the way Computershare does. Their staff do their jobs well and accurately keeping privacy and precision first.”​

Tim Scanlan

Partner-Financial Advisor, Forward Financial Group

“The Computershare Portal has been very beneficial for our day-to-day operations here at CNB. We can log in and view the information all in one spot. The functionality of the portal is easy to use, the reports are easy to read and sort, etc.”

Brett Haverkamp

VP CNB Custody

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Related solutions​

In addition to transfer agency services for your alternative investment, you can turn to us for:

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Let’s talk

We've invested heavily in our ability to serve alternative investments and are confident you will find our solution compelling. Let’s discuss how Computershare can help you achieve the objectives of your alternative investments program.

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