Automic Fund Registry | Automic Group

Fund Registry

Automic’s Fund Registry leverages purpose-built technology and onshore support to deliver an exceptional investor experience.

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“Nanuk is very happy to be partnered with Automic as the registry for our dual-access ETMF quoted on ASX. Automic provides a seamless service for Nanuk, whether flows are on or off market.”

Nanuk Asset Management

“Automic are at the forefront of technological innovation for the registry offering in Australia. The combination of traditional with digital is ideal for Wingate and our investors, in a highly regulated environment.”

Wingate Group

Leading in technology, support, and expertise

With purpose-built technology, an expert team, and proven expertise, we consistently exceed expectations for your team investors.

Purpose-built technology

Our proprietary, cloud-native technology is purpose-built to boost performance, security, and scalability. With a modern architecture and seamless API integration, we ensure continuous improvements and zero downtime for a superior experience.

Onshore, responsive support

Automic’s local, onshore team delivers fast, responsive support, prioritising your needs, ensuring smooth operations.

Proven track record

With decades of experience, our experienced team blends deep expertise with with a best-in-class system. We’re known for delivering innovative solutions and driving client success at every stage.

Market leading features and functionality

Automic’s Fund Registry simplifies investor management, reporting, and compliance, allowing fund managers to save time and focus on what they do best.

Explore the full list of features 

Comprehensive investor management

Simplify investor tracking with automated updates and real-time access to over 25 reports, enhancing transparency and efficiency.

Enhanced investor communications

Boost engagement through personalised, automated correspondence and gain valuable insights into investor behaviour for improved relations.

Investor services

Provide a seamless experience with a centralised portal and accessible Australian-based support, making it easier for investors to interact with their holding information.

Efficient global payments

Manage payments, including distributions and redemptions, in over 27 currencies, ensuring smooth and compliant financial transactions.

Robust security

Leverage our ISO-certified platform to meet regulatory and ATO reporting requirements, ensuring data security and regulatory adherence.

Discover what our clients have to say

Automic are at the forefront of technological innovation for the registry offering in Australia. The combination of traditional with digital is ideal for Wingate and our investors, in a highly regulated environment.

Wingate Group

Switching to Automic

Transition smoothly with minimal disruption and immediate benefits. Our streamlined transition process guarantees minimal disruption as our team handles data migration, onboarding, and system integration.

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Seamless transition

Our robust and secure process ensures a smooth transfer of your existing investor data, maintaining accuracy and compliance throughout.

Onboarding for your team

We offer comprehensive training and support to ensure your team effectively utilises our platform and realises its full potential.

Let us do the work

Our team will coordinate with your current provider, investors, and regulators, making the transition process seamless.

Extensive experience

With years of industry experience, we have successfully transitioned numerous funds to our platform, establishing ourselves as the trusted choice for Australian fund managers.

Automic’s commitment to quality and security

Certified to deliver top-quality, secure, and well-governed services for our clients.  Your data is securely hosted in AWS Australian data centres, encrypted both in transit and at rest. Our cloud-native platform ensures high redundancy, with deployment across multiple availability zones for enhanced reliability. Databases feature real-time replication, automatic failover, point-in-time recovery, and daily backups, ensuring continuous availability. Automic is ISO 27001 and ISO 9001 certified, providing you with the highest standards of information security and management.

ISO 9001:2015

ISO 9001:2015 is the international standard for quality management systems (QMS). The standard ensures Automic’s ability to consistently provide products and standards that meet client and regulatory requirements.

ISO 27001:2013

ISO27001:2013 is the international standard for information security management. This standard demonstrates Automic’s commitment and compliance to global best practice, having implemented a robust approach to managing information security.

Frequently asked questions

What is the Automic Fund Registry and its benefits?

Automic Fund Registry is a sophisticated platform that simplifies fund management with key benefits. It ensures effortless compliance management by automating regulatory reports, offers seamless integration with existing systems for improved efficiency, and enhances the investor experience with a user-friendly portal. It also streamlines complex processes like transaction handling and capital calls, and provides comprehensive support through multiple channels to assist users effectively.

What is included in Automic's Fund Registry service?

Automic’s Fund Registry service includes:

Automated Compliance Reporting: Streamlined preparation and submission of regulatory reports.
Real-Time Data Access: Instant visibility into fund data and transaction history.
Integrated Services: Seamless integration with existing systems for efficient management.
User-Friendly Portal: Simplified investor experience with online forms and detailed reporting.
Expert Support: Assistance through live chat, phone, email, and in-person support.
Transaction Management: Efficient handling of transactions, capital calls, and portfolio elections.

How does Automic’s Fund Registry platform ensure ease of use and security?

Automic’s Fund Registry platform simplifies management with real-time data access, automated workflows, and integrated services. It also prioritises security with certifications like ISO 27001:2013 for information security, ISO 9001:2015 for quality, and ISO 37301:2021 for compliance, ensuring your data is both protected and managed to the highest standards. 

How does Automic enhance investor experience?

Automic enhances the investor experience by offering a user-friendly portal that provides real-time access to detailed reports and transaction history. The platform simplifies holdings management with intuitive online forms and personalised communications. It also supports streamlined processes for portfolio elections and provides responsive customer support, ensuring that investors have a seamless and efficient experience.

What kind of support does Automic offer to its clients?

Automic offers comprehensive on-shore support through multiple channels, including live chat, phone, email, and in-person assistance. Our dedicated support team provides expert help for any issues or inquiries, ensuring clients receive timely and effective solutions.

Australia’s Leading Fund Registry Solution

Trusted by leading funds and listed companies
to manage investor data

280

1,400+

82

Leading in technology, support, and expertise

Purpose-built technology

Onshore, responsive support

Proven track record

Market leading features and functionality

Comprehensive investor management

Enhanced investor communications

Investor services

Efficient global payments

Robust security

Discover what our clients have to say

Wingate Group

Switching to Automic

Seamless transition

Onboarding for your team

Let us do the work

Extensive experience

Automic’s commitment to quality and security

ISO 9001:2015

ISO 27001:2013

Frequently asked questions

What is the Automic Fund Registry and its benefits?

What is included in Automic's Fund Registry service?

How does Automic’s Fund Registry platform ensure ease of use and security?

How does Automic enhance investor experience?

What kind of support does Automic offer to its clients?

Australia’s Leading Fund Registry Solution

Trusted by leading funds and listed companies to manage investor data

280

1,400+

82

Leading in technology, support, and expertise

Purpose-built technology

Onshore, responsive support

Proven track record

Market leading features and functionality

Comprehensive investor management

Enhanced investor communications

Investor services

Efficient global payments

Robust security

Discover what our clients have to say

Wingate Group

Get in Touch with Automic

Switching to Automic

Seamless transition

Onboarding for your team

Let us do the work

Extensive experience

Automic’s commitment to quality and security

ISO 9001:2015

ISO 27001:2013

Frequently asked questions

What is the Automic Fund Registry and its benefits?

What is included in Automic's Fund Registry service?

How does Automic’s Fund Registry platform ensure ease of use and security?

How does Automic enhance investor experience?

What kind of support does Automic offer to its clients?

Trusted by leading funds and listed companies
to manage investor data