The simple way to maintain and track investor holdings.
The simple way to stay on top of registry data with automated updates and real-time access to ownership records.
Real-time access and reports on your shareholder base.
Detailed records for every owner.
Shares, options, convertible notes, employee securities and more.
Ownership and transfer records at your fingertips – nothing is archived.
Everything you need to stay connected with shareholders.
Use personalisation and automation to create regular, high-quality communications for shareholders.
Generate real-time data and views to share with investors.
Present data and reports to match audience needs, in branded templates.
Stay on top of communications with self-service reports and support from our team.
Access data on open rates and click-throughs via your dashboard.
Management and support for an efficient payment process.
All the technology and support you need to take care of funding and communication.
Partner with our team to map out your payments schedule.
Set up payment events and let our automated workflows do the rest.
Our team review calculations before sharing for digital review/approval.
Our system sends automated payment advice and funds to shareholders.
Access detailed records by event and shareholder for reporting on payment status and history.
Complete support for AGMs and stakeholder meetings.
Integration with our registry platform and support from your Customer Success Manager leaves nothing to chance.
Integrated proxy meeting, registration and virtual meeting keeps management streamlined and accurate.
Focus on engagement, with planning and execution taken care by our technology and experts.
Support for better meeting outcomes with instant, real-time data on voting and targeted outreach to shareholders.
Real-time updates to stakeholders on high-volume poll voting results.
Stay on top of compliance with our automated cap table system.
Our automated system handles updates, paperwork and lodgments.
Instant alerts on cap table movements: allotments, capital reconstruction and DRP.
Smart ledger features classify issuance, automate calculation and recording for every transaction.
Real-time calculation for 7.1 & 7.1a placement capacity to autofill, edit and lodge appendices 2A and 3G.
Instant access to data to share with stakeholders – accountants, lawyers, board members etc.
Meet all regulatory and ATO reporting requirements with ease.
Let automation ease the burden of preparing and submitting mandatory 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.
Built-in compliance for ISO 27001 & 9001, ASX audit and GS007 reporting
Support from our company secretarial team for ASIC updates and filings.
Create a single, secure source of truth for internal documents.
The Automic portal offers an easy way to organise and share documents securely.
Secure access to documents in one place – constitutions, shareholder agreements, policies, contracts and more.
Remove the risks of sharing sensitive documents via email.
Technology that integrates with your other apps and platforms.
Our system supports automatic data transfer to existing workflows and technologies.
Access registry data for updating your investor relations website and CRM.
Draw on shareholder data to deliver personalised and targeted campaigns.
Integrate across registry records and other company systems to make more informed decisions.
Deliver a premium, streamlined shareholder experience.
Investors can skip wet signatures and duplicate forms, with all tasks completed online through a single portal.
The Automic portal provides complete visibility across all holdings – shares, listed securities and private companies.
Login for holdings balance, transaction and payment history, statements and more.
One online form for every share application and event keeps cross-portfolio elections fast and simple.
Live chat, phone, email and in person support from Automic experts as an extension of your team.
Support throughout the listing process from Australia’s leading IPO registry provider.
Tools, support and expertise to guide you through critical events in the life of your company.
Expert advice for best-practice governance, frameworks and registry support for your IPO.
Dynamic online applications support a modern offer structure targeting internal, institutional and retail investors.
Advanced functionality supported by proprietary technology – bookbuild, priority code access, direct invitations and more.
Automate routine and ad hoc tasks – application processing, bank reconciliation, scale backs, refunds and more.
Keep track of your capital raise around the clock with real-time offer tracking and on-demand reporting.
Your Capital Markets Manager will coordinate, update and manage outcomes for all parties – internal stakeholders, lead managers, brokers and legal counsel.
A complete solution for planning and execution.
Access to accurate data and an expert team keeps things simple and on schedule for every corporate action.
Instant access to key metrics and data via a dedicated dashboard.
Automated workflows for timelines and key dates.
An expert team and digital engagement support a better investor experience.
Access to our legal and company secretarial teams for premium advice and service.
Ensure compliance with tracking and instant alerts on director holdings.
More accuracy and less compliance and paperwork for directors.
Automation streamlines notices for director onboarding, trade and offboarding.
Stay on top of trades and ASX deadlines with instant notification via your dashboard and email alerts.
Autofill, edit and lodge appendices 3X, 3Y and 3Z in minutes with smart forms.
Our watch list tool scans your register for new director-related holdings.
A flexible, proactive way to manage employee plans.
Our comprehensive system supports employee plans alongside your main securities register.
Full support to establish your plan with invitations, online offers and communications.
Employee login to check their holdings including grants, vesting, forfeitures and cancellations.
Run reports on each plan and generate documents and statements to meet ATO requirements.
Complete visibility of your data to support insights and better decisions.
Stay in control of how you present insights and analysis for projects, reporting periods and audiences.
Set-up custom reports and data views to suit your audience in Excel and PDF.
Access reports on top holders, daily holding movements, watch list reporting, transaction listing and more.
Generate reports instantly and at regular intervals.
Access live shareholder data for instant, accurate updates.
Make data-informed decisions with reliable, up-to-date information on demand.
Instant, automated and consolidated views of investor and ASX settlement data.
Login to access views and reports instantly from any device.
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.
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