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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
September
September brings workflow approvals to manual transactions, and introduces two levels of approval where your governance requires it. It also delivers control for Xero synchronisation at every level, email open tracking, and search in the...
August 2026
This month introduces custom email domains, allowing you to send emails from your own email address. We’ve also enhanced the Xero integration so users now have full control over how manual transactions post to Xero. Additionally, we’ve s...
July 2026
This month’s big release is the Simplified Verification Procedure feature, allowing issuers to simplify the verification process for eligible investors. We’ve also released refinements to our Xero integration feature, made it easier to i...
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...