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Automic Registry

Discover our market leading features and functionality

Leading the way with tech-enabled share registry support

Enhanced functionality, efficiency and accuracy

Shareholder management

The simple way to maintain and track investor holdings.

Track and report on every registry change

The simple way to stay on top of registry data with automated updates and real-time access to ownership records.

Better data visibility

Real-time access and reports on your shareholder base.

Know your shareholders

Detailed records for every owner.

Stay across all securities

Shares, options, convertible notes, employee securities and more.

Access a complete history

Ownership and transfer records at your fingertips – nothing is archived.

Shareholder communications

Everything you need to stay connected with shareholders.

Proactive updates for a better investor experience

Use personalisation and automation to create regular, high-quality communications for shareholders.

Comprehensive reporting

Generate real-time data and views to share with investors.

Customised communication

Present data and reports to match audience needs, in branded templates.

Timely updates

Stay on top of communications with self-service reports and support from our team.

Campaign insights

Access data on open rates and click-throughs via your dashboard.

Shareholder payments

Management and support for an efficient payment process.

A complete solution for every type of payment

All the technology and support you need to take care of funding and communication.

Plan ahead

Partner with our team to map out your payments schedule.

Digital workflows

Set up payment events and let our automated workflows do the rest.

Proactive support from experts

Our team review calculations before sharing for digital review/approval.

Automated payments and advice

Our system sends automated payment advice and funds to shareholders.

Reporting and insights

Access detailed records by event and shareholder for reporting on payment status and history.

Meeting services

Complete support for AGMs and stakeholder meetings.

Take the stress out of meetings with our purpose-built tools

Integration with our registry platform and support from your Customer Success Manager leaves nothing to chance.

Integrated systems

Integrated proxy meeting, registration and virtual meeting keeps management streamlined and accurate.

Outsource administration

Focus on engagement, with planning and execution taken care by our technology and experts.

Real-time reporting

Support for better meeting outcomes with instant, real-time data on voting and targeted outreach to shareholders.

Instant voting results

Real-time updates to stakeholders on high-volume poll voting results.

Capital management

Stay on top of compliance with our automated cap table system.

A dynamic solution for managing issued capital

Our automated system handles updates, paperwork and lodgments.

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Real-time cap table view

Instant alerts on cap table movements: allotments, capital reconstruction and DRP.

Automated transactions

Smart ledger features classify issuance, automate calculation and recording for every transaction.

Streamline ASX lodgments

Real-time calculation for 7.1 & 7.1a placement capacity to autofill, edit and lodge appendices 2A and 3G.

Share critical updates

Instant access to data to share with stakeholders – accountants, lawyers, board members etc.

Regulatory requirements

Meet all regulatory and ATO reporting requirements with ease.

The easy way to meet obligations

Let automation ease the burden of preparing and submitting mandatory reporting.

Efficient reporting

Fast and automated process for generating, reviewing and submitting reports – quarterly TFN, annual investment income return (AIIR), share and unit transfer and FATCA/CRS.

External audit assurance

Built-in compliance for ISO 27001 & 9001, ASX audit and GS007 reporting

Ad hoc reporting

Support from our company secretarial team for ASIC updates and filings.

Document management

Create a single, secure source of truth for internal documents.

Your secure governance hub for important documents

The Automic portal offers an easy way to organise and share documents securely.

Keep documents organised

Secure access to documents in one place – constitutions, shareholder agreements, policies, contracts and more.

Secure access

Remove the risks of sharing sensitive documents via email.

API integration

Technology that integrates with your other apps and platforms.

Move towards a single view of company-wide data

Our system supports automatic data transfer to existing workflows and technologies.

Enhance communications

Access registry data for updating your investor relations website and CRM.

Data-driven campaigns

Draw on shareholder data to deliver personalised and targeted campaigns.

Support better decision-making

Integrate across registry records and other company systems to make more informed decisions.

Shareholder services

Deliver a premium, streamlined shareholder experience.

A simple, consolidated set of tools

Investors can skip wet signatures and duplicate forms, with all tasks completed online through a single portal.

A single view

The Automic portal provides complete visibility across all holdings – shares, listed securities and private companies.

Access every detail

Login for holdings balance, transaction and payment history, statements and more.

Simplify portfolio elections

One online form for every share application and event keeps cross-portfolio elections fast and simple.

Expert communication & support

Live chat, phone, email and in person support from Automic experts as an extension of your team.

IPOs

Support throughout the listing process from Australia’s leading IPO registry provider.

A safe pair of hands and a strong track record

Tools, support and expertise to guide you through critical events in the life of your company.

IPO

A stronger foundation

Expert advice for best-practice governance, frameworks and registry support for your IPO.

Targeted communications

Dynamic online applications support a modern offer structure targeting internal, institutional and retail investors.

Advanced campaign features

Advanced functionality supported by proprietary technology – bookbuild, priority code access, direct invitations and more.

Tech-enabled administration

Automate routine and ad hoc tasks – application processing, bank reconciliation, scale backs, refunds and more.

Complete visibility throughout

Keep track of your capital raise around the clock with real-time offer tracking and on-demand reporting.

Managing stakeholders

Your Capital Markets Manager will coordinate, update and manage outcomes for all parties – internal stakeholders, lead managers, brokers and legal counsel.

Corporate actions

A complete solution for planning and execution.

Rely on technology and expertise to navigate complexity

Access to accurate data and an expert team keeps things simple and on schedule for every corporate action.

Detailed data and reporting

Instant access to key metrics and data via a dedicated dashboard.

Streamlined processes

Automated workflows for timelines and key dates.

A better experience

An expert team and digital engagement support a better investor experience.

Support from experts

Access to our legal and company secretarial teams for premium advice and service.

Director management

Ensure compliance with tracking and instant alerts on director holdings.

Advanced and automated management for director holdings

More accuracy and less compliance and paperwork for directors.

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Save time

Automation streamlines notices for director onboarding, trade and offboarding.

Automated alerts

Stay on top of trades and ASX deadlines with instant notification via your dashboard and email alerts.

Increase accuracy

Autofill, edit and lodge appendices 3X, 3Y and 3Z in minutes with smart forms.

Better monitoring

Our watch list tool scans your register for new director-related holdings.

Employee plans

A flexible, proactive way to manage employee plans.

A simple solution for all securities

Our comprehensive system supports employee plans alongside your main securities register.

Plan launch

Full support to establish your plan with invitations, online offers and communications.

Data access for employees

Employee login to check their holdings including grants, vesting, forfeitures and cancellations.

Internal and external reporting

Run reports on each plan and generate documents and statements to meet ATO requirements.

Reporting & dashboards

Complete visibility of your data to support insights and better decisions.

Tap into the power of data

Stay in control of how you present insights and analysis for projects, reporting periods and audiences.

Flexible formats

Set-up custom reports and data views to suit your audience in Excel and PDF.

Report in detail

Access reports on top holders, daily holding movements, watch list reporting, transaction listing and more.

Scheduled & on demand

Generate reports instantly and at regular intervals.

Real-time data

Access live shareholder data for instant, accurate updates.

Get an instant snapshot of your registry data

Make data-informed decisions with reliable, up-to-date information on demand.

Data on demand

Instant, automated and consolidated views of investor and ASX settlement data.

Take control

Login to access views and reports instantly from any device.

Get the full picture

Stay across every change in your register with ASX feeds, corporate action updates and more.

Automic Group’s Capital Markets and Customer Success teams seamlessly consulted and managed our complex requirements on a very tight timetable. Their depth of experience coupled with technology allowed us to track the various offers in real time which was impressive. The team were there with us at every step to ensure our success.

Automic client - SiteMinder

Australia’s fastest growing share registry

We work with more than 1,400 listed and unlisted companies and our leading-edge solutions are being taken up by more and more organisations.

Four out of five listed companies making a share registry transition are moving to Automic Group and enjoying the benefits of our superior technology and service offering.