Cut the hours spent reconciling different sources of company share information and focus on high value client work. With Orchestra’s smart share registry tool, you can ensure your client data is up to date and compliant with the Companies Office or ASIC.
Intuitively support new share issues plus transfers and sales of existing shares with clients. Using the Document Vault, Orchestra stores documents for company structures and employee share schemes for stakeholders to access, distribute and manage.
With your Partner Dashboard you and your team have full visibility over all your clients using Orchestra. You have access to view your clients full cap table and equity management scenarios.
The Orchestra Communications tool makes it simple for you and your clients to engage with key stakeholders.
Manage high-value transaction work for clients which helps them improve staff and investor engagement, including their ESOP requirements.
Orchestra partners receive a free account with access to a dashboard of all your referred clients, discounts for clients they have referred, plus many more benefits.
Our team can help you get set up as an Orchestra partner and discuss options for your clients. Contact us here.