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Transforming Share Register Management

ByBree Shields

Transforming Share Register Management

How Senior Trust Leverages ShareIT to Elevate Investor Experience

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At Integral Limited, we love seeing how our clients use ShareIT to streamline their operations and unlock new investor engagement and compliance possibilities.

One such story comes from Clive Jimmieson, a Senior Executive at Senior Trust – a leading investment provider helping Kiwis secure strong returns through carefully selected retirement village investments.

We recently reached out to Clive to hear about his experience using our ShareIT platform. Clive was kind enough to answer a few questions for us, and we wanted to share some of his feedback.

It’s always great hearing directly from our clients, especially when they’ve been so hands-on in evolving the application with us.

A Need for Change

Senior Trust undertook a review of its business operations with a focus on how best to serve its investors. One of the elements was to develop an in-house Share Register. The key points from that review were:

  • The ability to interact directly with our investors and be the first point of communication – we saw this as an opportunity to be more than just a share register – it would become part of our marketing and a point of difference
  • Fast response times to queries and the ability to make updates to investor information were required
  • Greater control over data access, analysis, and reporting
  • Flexibility to integrate tools such as an investor portal, AML (Anti-Money Laundering) solutions, and streamline processes (eg, direct from Register emailing of information)

Why Senior Trust chose ShareIT

After researching their options, Clive and the team came across Integral’s ShareIT platform and quickly saw its potential.

Some key features that made their decision easy:

Collaborative Approach

The team at Integral acted as strategic partners, not just software providers

Proactive Support

“Can-do” attitude and quick responses.

Scalability and
API’s

ShareIT can use api’s and is scalable to extend the product’s functionality

Customisability

ShareIT could be tailored to their needs

Strong base product.

“Ability to modify and develop what we had as a vision for the product, more than just register itself.
The team’s attitude to work with us – outward-looking, understood what we were trying to do, and provided great input to assist in developing this.”
Clive Jimmieson
Senior Executive – Senior Trust

Real Impact, Compliance & Investor Engagement

Since implementing ShareIT, the transformation has been remarkable.

Here are just a few of the outcomes:

  • Investor Onboarding: Now fully digitised and integrated with AML processes via external APIs. This has sped up the onboarding process significantly, allowing the team to handle many more applications simultaneously.
  • Investor Portal: A self-service hub where investors can view and manage their profiles, access documents, and track distributions.
  • Operational Efficiency: Everything from AML data to investment details is now centralised and easily accessible, simplifying audits and day-to-day tasks. It provides a platform for reporting and greatly assists in financial and register audits.
  • Communication: ShareIT’s built-in email broadcasting means important updates and documents reach investors instantly – no more manual mailouts.
We’ve gone from manual, outsourced processes to a centralised, digital platform that gives us immediate access to everything we need”

A Game-Changing Feature

When asked what the most helpful feature is, Clive kept it simple:

The ability to help our investors quicker, with the data immediately available.”

It gives investors confidence

“Onboarding of Investors – linked to our website, the applications are received into the Onboarding section, and allows us to assess the application and respond quickly.”

“The ability to keep investors informed throughout the onboarding process through to their allotment of the investment is a substantial benefit. It gives investors confidence.”
Clive Jimmieson
Senior Executive – Senior Trust

A Platform that Grows with You

One of the most rewarding aspects of the partnership has been the ability to expand ShareIT beyond its initial scope.

From distribution calculations and tax reporting to investor profiling and data analysis, ShareIT now plays a central role in the internal systems at Senior Trust.

Building more than just Tools

At Integral, our mission goes beyond developing software—we collaborate closely with our clients to co-create tools that evolve with their needs. So, when we hear feedback like this, it truly validates what we strive to achieve every day.

When asked if Clive would recommend ShareIT to other people in his industry he said:

Would Clive recommend ShareIT?

“Absolutely – through the journey, we have been able to transform the ‘simple share register’ into a management and marketing tool for ourselves.”

“Our investors love the ability to access and amend/update their profiles and obtain the documents they need. It has become a centrepiece of our internal systems.”
Clive Jimmieson
Senior Executive – Senior Trust

That transformation wasn’t just about technology. It was about partnership. When we asked about his experience working with our team, Clive added:

How was working with our team?

“Very good – open-minded, willing to take on challenges and provide input. A very ‘level’ team. I found them to be excellent communicators, and they always get back to you.”

“Overall, the attitude and willingness to develop the product to meet our needs—and to provide input—stands out. They like to not just create, but to contribute.”
Clive Jimmieson
Senior Executive – Senior Trust

We couldn’t ask for a better summary of what Integral is all about. Our goal is to be more than just a provider—we’re here to listen, adapt, and grow alongside our clients. Because at the end of the day, we’re not just building tools—we’re building together.

Ready to Evolve Your Share Register Management?

A big thanks to Clive and the Senior Trust team for sharing their journey.

Senior Trust’s journey is a testament to what’s possible when you combine the right platform with a forward-thinking team. If you’re looking to streamline investor management, strengthen compliance, and enhance your investor experience.

ShareIT might be exactly what you need.

Let’s chat. We’d love to hear about your goals and explore how ShareIT can help you achieve them.

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