Registry Services
AI and beyond: Transforming the future and defining business strategy
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Meet the platforms designed for you to make client satisfaction your top priority
Alternative Investments portal
Support for advisors and custodians
In addition to the support of dedicated alternative investments teams, advisors, brokers and custodians can access the information they need most through our secure portal.
For advisors and brokers
This platform provides access to a range of data at the shareholder level for advisors and brokers on FINRA. You can view and download investor information, shares, price, value, account number, transaction history, statements and tax documents.
For custodians
This platform provides access to a range of data at a custodian, fund and individual investor level. You can view and download daily investor positions, ad hoc "as of" position reports, investor statements, confirms, tax forms, distribution detail report, corporate action payment detail report, and balance by date
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Capital solutions portal
The precision and results your clients expect
Gain greater visibility into data and transactions for your high-profile clients that require white-glove service for their time-sensitive transactions.
Stay on top of account activity
The interactive dashboard allows you to view transaction activity metrics, see a snapshot of recent service requests, and get the real-time status of requests in progress.
Simplified shareholder onboarding
The digital shareholder onboarding workflow simplifies theprocess for setting up new accounts.
Easily manage accounts
Quick and easy access to key information related to each account including registration, shareholder tax information, and cost basis and restriction details.
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Our latest insights
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Registry Services
Reimagining shareholder experiences to deliver enhanced service and value
Registry Services
Fireside chat with Gordon Giffin, Former US Ambassador to Canada
Registry Services
Trends in the ever-evolving M&A environment
Registry Services
Retail voting program: What issuers need to know
Registry Services
Knowledge protection: Examining security, privacy and intellectual property
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Technology for clients
Explore the platforms empowering clients with insights, engagement, and secure data, driving better results for organizations and shareholders.
Technology for shareholders
Explore reimagined shareholder experiences– enhanced by insight, shaped by innovation, and enabled by technology.
Transfer agent services
Industry-leading transfer agency services driven by unparalleled experience, deep expertise, enabled by technology.
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Let’s talk
Contact us to discover how our innovative technology solutions can address your clients’ needs.