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Major product updates
New feature - Contacts
We are excited to announce that our major release, Contacts, is currently being rolled out to all our customers.This release converts individuals and entities in your database into shareable building blocks called contacts, which can now...
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...
Latest releases
June 2026
June releases included many smaller updates. AML/KYC verification has become easier with improvements to filtering and export of verification data throughout the site. Performance improvements have been made to the Holder details page an...
May 2026
May has been another big month for releases. We’ve enhanced the CRM capabilities of the platform by allowing issuers to send communications to contacts via the new message form, as well as add contacts to distribution lists. Communicatin...
April 2026
April was an exciting month with our new Xero integration and advanced search features both being released. We also implemented more branding options for investor communications. And that’s not all, read our full list of new features, im...
March 2026
Last month we released improvements to our PEP and Watchlist verification, making it easier to sort investors by the date they were last screened. We also introduced accrual payments for company-type issuers, and a redesigned proxy form ...
February 2026
New features released in February included; the ability to customise holding/periodic statement titles and communications to investors, a new Transaction report with summary, bulk-sending of capital call payment instruction reminders, an...
January 2026
In January we released many smaller improvements, including the ability to convert offer applicants to a different investor type, easier updating of bank details across multiple holdings, and the ability for issuers to exclude a security...