Syndex doesn’t create or offer any kind of investment product to the market and is totally committed to working collaboratively with Issuers to the benefit of investors.

Syndex offers a number of benefits to issuers:

Efficiencies: Providing administration services to help with registry, record keeping, compliance and regulatory issues (AML/CFT, tax obligations, and more). Capability to calculate and manage distributions.

Investor relations and communication: Tools to deliver performance and market information, and undertake corporate actions; ensuring your members / investors are well informed.  

CRM functionality: Flexible tools for management and direct engagement with investors.

Liquidity: We’re working on functionality for you to run secondary markets, to attract and retain investors - a point of difference when competing for capital.

We believe our pricing is extremely fair and reasonable, especially considering the service provided, the quality of the user experience and the time you and your team will save day to day on what can be fairly mundane and manual tasks. We also have a pricing model that is based on the size of your business, client numbers, revenue, quality and extent of your existing data and a bunch of other factors we can talk you through.

The best bet is to get in touch with us today for a free demo and following that, we will provide you with a quote once we know more about your business.

We have several key differences to many other providers in the market. Firstly, we do not use an outsource model, whereby you hand over your important IP, client and prospects information to a CRM or unit registry provider. With that kind of model you will often find yourself wedded to old systems, paper-based applications from the last decade and endless back and forward phone calls with people outside of your business. In this day and age, it's fair to say you could be doing other valuable things with your time.

By contrast, we provide you with the keys to your platform, putting you in control of your information and that of your clients.

Secondly, we are a one-stop-shop. We don't just do unit registry and/or basic accounting software, and/or communications. We provide a self-service platform that allows you to manage everything from unit registry, employee share options trading, group-wide communications, a first-class CRM system, a member portal, a capital raising platform and more.

Syndex is powered by Salesforce.com - the only Platform-as-a-Service (PaaS) that fell under consideration as Syndex came to life.

Salesforce is a global company serving over 150,000 businesses. Ubiquitous amongst the financial institutions this is a PaaS offering that operates to a high level of scrutiny, security and compliance. As a service it relies on the trust of its users and is therefore impelled to drive reliability, accuracy and accountability. We too rely on trust from our customers, so choosing a PaaS offering that takes data security seriously was a fundamental prerequisite. Salesforce’s utilisation of advanced technology and processes to ensure the security of sensitive data and their extremely industrial approach to the management of their data facilities scattered across the globe is crucial to our operations.

To read more about the platform credentials and the relevance compliance certifications click here.

Yes, we have a service agreement and offer what we believe fits a range of businesses of all sizes and maturity. We have clients from across the spectrum, ranging from forward thinking start-ups who want their clients to have a seamless, paperless and intuitive application, onboarding and ongoing management experience - to mature businesses who have realised that it is well and truly time to get off Excel.

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Our platform suits businesses of all sizes, from small businesses looking to rapidly grow their shareholder databases to large corporate enterprises.

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Syndex currently provides its services in Australia and New Zealand. In each jurisdiction, core services, like anti-money laundering and investor certification, are consistent with the in-force legislative framework of the jurisdiction concerned.

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