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: Liquidity tools 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 number of other factors we can talk you through.

Get in touch with us today. We can talk through what your business needs are and then present a free demo accordingly.

1. You stay in control.
Many providers use an outsourced model, where you hand over your IP, client and prospect information to a CRM or unit registry provider. That often means being tied to outdated systems, paper-based applications and endless phone calls with people outside your business.

Syndex gives you the keys to your own platform. Your data stays with you, and you manage it directly, so you can spend your time on work that matters.

2. One platform for everything.
Rather than offering just a unit registry, basic accounting software or communications tools, Syndex provides a single self-service platform that covers:

• Registry management
• Investor relations
• Liquidity solutions
• Investor/Member portal
• Capital raising platform
• Employee share options trading
• and more

We'd love to show you around - ask us for a demo.

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.

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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