The simpler way to maintain and track your investor holdings.
Stay on top of registry data with automated updates and real-time access to ownership records.
Real-time access and reports on your unitholder base.
Detailed records for every investor across multiple unit and security classes.
Access and analyse consolidated holder reporting across multiple entities.
Ownership and transfer records at your fingertips – nothing is archived.
Deliver a premium, streamlined unitholder experience.
Skip traditional signatures and duplicate forms with all online tools and tasks available through a single centralised portal.
The Automic portal provides enhanced visibility across all holdings – including multiple unit classes, notes and complex structures.
Log in to view holdings balance, transactions and payment history, statements and more.
One online form for every share application and event keeps cross-portfolio elections fast and simple.
Ask the Automic experts with accessible and Australia based live chat, phone, email and in person support. We’re an extension of your team.
Meet all regulatory and ATO reporting requirements with ease.
Let automation relieve you of the burden of preparing and submitting mandatory reports.
Fast and automated process for generating 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 backed by our industry leading Risk and Compliance Team.
Rely on support from our company secretarial team for ASIC updates and filings.
API Technology to integrate seamlessly 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 unitholder data to deliver personalised and targeted campaigns.
Integrate across registry records and other company systems to make more informed decisions.
End-to-end execution of the entire capital call process.
Tools, support and expertise to guide you through time critical execution of capital calls.
Automated calculation, preparation, and dispatch of customised capital call correspondence to meet your timelines.
Real time payment reconciliation and tailored investor follow up to ensure prompt tracking and collection of funds for every transaction.
Download tailored statements, from detailed historical contributions, to payment history against committed capital.
Leverage our integrated and proprietary e-signature tool to speed up investor execution for key documentation.
Reap the benefits of our experience. Lean on your dedicated Customer Success Manager as needed. They have experience across segments in PE, CV and syndicate structures.
Everything you need to stay connected with investors.
Use personalisation and automation to create regular, quality communications for unitholders.
The Automic portal provides complete visibility across all holdings – shares, listed securities and private companies.
Generate real-time data and views to share with investors.
Present data and reports to match audience needs, in branded templates.
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 then sit back and let our automated workflows do the rest.
Our expert team review calculations before sharing for digital review/approval.
Our system sends customised statements and funds to unitholders.
Access detailed records by event and unitholder for reporting on payment status and history.
Complete visibility of your data to support insights and strategic 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 transaction information, daily trade movements, investor activity engagement statistics, full registry reporting and more.
Generate reports instantly and at regular intervals.
Complete solution for fund managers, advisers, and investors.
Real time visibility and reporting at your fingertips on all transaction related activity.
Reduce paperwork with our client branded online application forms, optimised investor experience for AML/KYC verification, FATCA/CRS declaration and TMD responses.
Real time to access to detailed transaction reports, and related information including status, payment and unitisation records.
Access all historical trade data and leverage our online top up and redemption capability.
Easily share transaction data with fund administrators and other key service providers.
Leverage our automated tools to identify, manage and report on unusual and inconsistent investor activity.
A secure end-to-end proprietary platform, hosted in Australia.
Automic follows strict adherence to ISO 27001 and ISO 9001 quality standards, with strong cryptographic standards across all customer data, encrypted with TLS in transit and AES-256 at rest.
Access to Automic systems follow the principles of least privilege (logical and physical).
Network and application protection services enable fine-grained security policy at network control points.
Multi-factor authentication is mandatory for all users.
Additional backups are conducted on a daily basis, and multiple point-in-time restore points are taken throughout the day.
All our systems are thoroughly tested by external and independent third party security vendor. Additionally, internal security testing is conducted before each release to further protect our applications against vulnerabilities. Test include, but are not limited to:
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