Private Capital Solutions

A streamlined solution for servicing your clients in the private capital market

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As an Exempt Market Dealer or Dealing Representative, is the burden of administration getting in the way of you devoting maximum effort to servicing your clients and growing your business?

Computershare understands the challenges and complexities you face. Our solution for EMDs and DRs provides all-inclusive record-keeping and account administration services combined with industry-leading technology to relieve your administrative burden and help you get on with servicing your clients.




 Technology solution that puts data at your fingertips

Our web portal for EMDs and DRs is easy to use and unmatched in the industry, simplifying your processes and providing you with enhanced tools to access the information you need:

Easy-to-use reporting tools

Mine the data you need to grow your business.

Personal rate of return calculator

Easily update your clients on their investments.

Mobile-friendly investor platform

Your clients can easily access and view their holdings.

Streamlined onboarding of your clients

Error-prone, manual form-filling is a thing of the past – our solution prepopulates digital forms, helping you get your clients’ accounts up and running faster.

 Simplified pricing model and savings for your clients

Our pricing model offers more value to your clients, with greater transparency for how much, and how often, they will be billed:

Discounted secondary accounts

With all secondary accounts equally treated

Lower upfront costs

With annual fees billed in arrears

Peace of mind

You can count on us to deliver, every time, with a national presence, local expertise, and the strength, stability and security of a global, publicly-traded company.

A federally regulated trust company*, we are licensed to operate in all jurisdictions across Canada, ensuring that we are there to help you service your clients, wherever they are located.

 Talk to us about how we can help support your business objectives

We’d love to hear from you. To book a demo or to learn more about our Private Capital Solutions, please send us a message using the form below:

 Gain more insights into the industry

​Learn more from these articles written by our business leaders, featured in the Private Capital Markets magazine.

*Computershare is federally regulated and on the FSCO list of Loan and Trust Companies Registered in Ontario. We are licensed to act as a trust company in all jurisdictions across Canada.
© 2017 Computershare Trust Company of Canada. All rights reserved. The information contained herein is general in nature and is not intended to provide legal or tax advice. Applicability to specific situations should be determined through consultation with your legal and/or tax advisor.