Wealth Advisers, Family Offices, & Retail Investors
We offer independent retirement and wealth advice services to clients with diverse needs for their financial management. Our integrity and service is the cornerstone of our success - our clients trust we protect their interests.
Our business involves a lot of investment administration and we try to do all we can to reduce that burden on our clients. It can be difficult to avoid if completing paper forms is the only option.
Reach provides Issuers and Intermediaries with leading online services that quickly and easily process retail investor participation in equity offerings. Our sites make investment opportunities more readily available to firms and their clients.
Retail Investor Equity Access Stories
Explore the user experiences our sites create for Investors interested in various offer types. We are also excited to profile a range of new digitally delivered services for private investment exchange. Ask Reach how we can make life easier for accredited investors with our proprietary distributions system for instant engagement with your clients.
Our compliant sites are designed to process investor participation as quickly as possible with minimal steps
Take a minute to explore the following user journey maps on these equity and entitlement facilities to understand how simple these sites are to use.
For Issuers looking to learn more about these sites, please visit our Reach Capital page to see the journey maps.
We’re pleased to announce that a new service for Private Equity investments is coming soon
Exclusively available to Issuers registered with Computershare, the exchange will make it possible for investors to buy and sell private stock through an exchange portal.
Recent changes to information exchange protocols have enabled Reach to develop a solution that allows Issuers of private equity to provide their investors with greater liquidity through a buy and sell exchange portal, administrated instantly by Computershare.
Inside the exchange portal, existing investors can sell their stock at any time, notifying other stockholders and potential investors when equity becomes available. The private exchange allows Issuers to retain ownership control and protect the value of their stock against typical market influences, whilst also testing demand and price.
For more information about this solution please connect through our Software page.
Are you spending too much time chasing clients to complete paperwork?
If your firm manages a significant number of clients, it might be time to consider the value of digitizing your ‘response-required’ communications. Reach has a proprietary system, purpose built for financial services companies, that leverages reply processing technology and secured online forms to simplify the client-side administration process.
Using this system, you can send requests to complete forms, capture acknowledgements, register interest, collect missing documentation, or register a choice from a list of options. The system allows you to see responses from these communications, send reminders and escalate for calls.
If you’re suffering from paperwork overload talk to Reach about how this digital technology can reduce the burden on your practice.
For more information about this solution please connect through our Software page.