At Titanium we believe the right software can be the cornerstone of your operation. Managing an investment registry can be a complex task, requiring you to meet several challenges head-on. These include:
Dealing with “Big Data” efficiently
Meeting compliance and regulation requirements like AMIT, AIIR, FATCA, CRS, GS007, RG97 and TMD.
Providing regular reporting to stakeholders
Ensuring customer service expectations are being met.
Unitise Funds Management Software does all of this and more in an easy-to-use platform. Host your database on your own server tenancy or let us assist in setting up a cloud-based solution. Either way, you will have secure access from any device anywhere.
We specialise in migrating funds currently operating on spreadsheets and managed funds currently outsourcing looking to return to in-house management.
Unitise is highly scalable and well suited to:
Property Trusts and Syndicates
Cash Management Funds
Contributory and Pooled Mortgage Funds
Equity Funds
Market Linked Investments
Fixed Income Funds
Any other type of unlisted security.
Download our Product Guide below for a detailed view of Unitise along with sample reports and database structure.
Our Investor Portal allows your investors, advisers and brokers to conveniently view and manage their investments online.
Offered as a completely white-labelled product, we're able to incorporate your branding into the portal to ensure it fits well within your existing website while installing it so that it is accessible from https://investors.yourdomainname.com.au (or the like).
Access one or multiple investments concurrently
View/Update contact details
View Unit Transactions
View Distributions, Tax Withholding and Payments
Download relevant periodic statements in PDF
Access registry forms
Customisable Privacy Policy and Disclaimer
The landscape has changed and investors are increasingly expecting a digitally streamlined experience towards onboarding. Our comprehensive solution is designed to give your fund a competitive edge, providing efficient online applications in both retail and wholesale environments. Application data is processed straight-through to Unitise for approval, reducing the load placed on your admin staff and ultimately reducing operational costs while also reducing the potential for transpositional errors and omissions.
Real-time AML/KYC verification is seamlessly integrated, providing immediate results and eliminating the need for investors to provide certified copies of their identity documents.
Applicate is highly scalable and allows for:
Multiple opportunities to the market at once
New investor applications and existing investor top-ups
Out-of-the-box AML/KYC compliance
Electronic ID Verification
Digital capture of Section 708 Wholesale Investor Certificates
Target Market Determination for retail investors
Flexible correspondence definitions
Customisable declarations to suit your business
Digital signature capture using touchscreen devices
Downloading/printing of app form specifics