Growing your alternative investment offerings can be challenging — there are risks everywhere. Managing complex stakeholder engagement, mitigating risk across board composition, corporate secretary responsibilities, tax and regulatory reporting, and corporate events can be complicated and time consuming.
What if you had a full-service partner offering the solutions you need today — and in the future — while managing daily tasks for you, to reduce risk and make growth easier?
From the initial investor subscription phase including escrow services to disbursement, share repurchase programs, proxy voting and solicitation as well as sales support for the selling brokers, we offer a total recordkeeping solution with technology that provides accurate, live data to take the risk out of decision making.
Find out more about how Computershare can position you for success.
Experience you can rely on
For more than 35 years, we have helped thousands of public and private companies through our expert people and technology. As your transfer agent, we can help with:
Easier access to capital through non-traditional techniques, including order processing. We support order records and settlement files with DTCC’s AIP, as well as capturing, reporting and paying upfront and trailing commissions.
Dedicated care team
Specialized alternative investments experts will manage all broker-dealer, financial advisor, custodian and investor requests on your behalf so you can focus on your business.
A focus on investors
We value investor satisfaction as a measure of your success. We deliver the clear and prompt support that your investors need. As your partner, we can help your company uphold ESG best practices.
Security and technology
We focus on data integrity, privacy and business continuity so you can be confident that your company and investor information is secure.
The tools you need
Our proprietary recordkeeping system can manage records with any level of complexity. Our issuer and investor websites provide stakeholders with account access. You’ll also benefit from our Corporate Actions Portal and web-based Share Repurchase Programs.
Service beyond the registry
When you work with Computershare, we will support your company as you evolve. We are ready to help with your corporate governance and transactional needs including listing events, M&A and corporate actions.
Support for Advisors and Custodians
Access the information and insights you need most through our Alternative Investments Portal for advisors, brokers, custodians and sponsors.
You will also have the support of specialized alternative investments teams, dedicated to engaging with your key stakeholders and addressing their transactional requests.
Convenient web portals for key stakeholders
FOR ADVISORS AND BROKERS
The Advisor Portal provides access to a range of data at the shareholder level for advisors and brokers on FINRA.
View and download:
- Investor information
- Account number
- Transaction history
- Tax documents
The Custodian Portal provides access to a range of data at a custodian, fund and individual investor level.
View and download:
- Daily investor positions
- Ad hoc “as of” position reports
- Investor statements
- Tax forms
- Distribution detail report
- Corporate action payment detail report
- Balance by date
Aggregator Access Services for Advisors
With our Aggregator Access Services, Computershare will deliver your holder’s alternative investments information to your designated aggregator, consolidating the different financial accounts in one convenient place. You’ll have a comprehensive picture of your clients’ assets under management without needing to manually input the data, saving time and increasing efficiency.
To receive your Aggregator Access package, email firstname.lastname@example.org today.
Capital raising techniques beyond the routine equity offering
Leaders of three unique companies offer real-world insights to business finance leaders who may be looking for new and creative channels for raising capital.
"Very few companies have the commitment to focus their employees to help advisors and clients the way Computershare does. Their staff do their jobs well and accurately keeping privacy and precision first."
- Tim Scanlan, Partner-Financial Advisor, Forward Financial Group
“The Computershare Portal has been very beneficial for our day to day operations here at CNB. We can log in and view the information all in one spot. The functionality of the portal is easy to use, the reports are easy to read and sort, etc.”
–Brett Haverkamp, VP CNB Custody
News and Insights
- 8 JUN 2023
DIWire: Is your transfer agent delivering innovative tech and expert supportView Article
- 1 MAY 2023
Blue Vault: Expect more from a full-service alternative investment transfer agentView Article
- 8 JUN 2022
Blue Vault webinar: Positioning sponsors for successView Webinar
- 13 MAY 2021
DIWire: Capital raising techniques beyond the routine equity offeringView Article