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Latest releases
December 2024
The big news in December is that the first two stages of major updates to the application form have been released. We’ve also converted all holders to a single tax type, thus removing many previous restrictions in allocating holdings to ...
November 2024
We’ve introduced some improvements to the application form and holder details page, including the ability to define a holder’s tax country for payments purposes. Issuer read-only users now have access to activity logs, and we’ve also mad...
October 2024
This month we’ve introduced client-level Quarterly Tax File Number (QTFN) reporting. You can now run QTFN reports from the Client centre across multiple issuers, saving time for users with Client access.
See below for our full list of ne...
September 2024
Our big release for September is the new BGL integration feature. We’ve also made it easier for issuers, investors and advisers to see if they have an outstanding payment.
Along with these new additions we’ve also made a number of improv...
August 2024
The major updates this month are the addition of target market determination questions to our online application form, and the ability to create an outstanding payments report.
Read on for our full list of new features, improvements and...
Major product updates
Application form major updates
Our online application form has just undergone a major upgrade, incorporating many features requested by users to make this important part of our platform best in class.
The application form now features the ability to save a draft and a...
BGL CAS 360 integration
Combining BGL CAS 360 and Registry Direct gives you the tools you need to meet your compliance obligations.
Our new integration feature enables you to import your BGL data into Registry Direct and perform automatic reconciliations, allow...