Holdings - Insights around holdings length, distribution and breakdown by size.

Trading Activity - Segmented shareholder demographics by trading activity type.

Profitability - A measure of how many shareholders are in profit and by how much.

Reachability - A demographic overview of where your shares and shareholders are.

High Net Worth (new) - A summary of all confirmed and potential high net worth investors on your registry.

Brokers - An overview of the most active brokers on your registry.

See breakdowns of what your shareholder's holdings look like split by size and by the length of holding, as well as important key data points about your 'typical' investor.

Get a general idea of how much the average shareholder holds and how long they've been on your register to explain why your register behaves in the way they do.

See specifically which individuals are making movements and export that data for analysis

Find which investors you can reach out to for feedback to understand what makes them invest, what makes them sell out and what makes them stay on as long-term holders.

Measure how many of your shareholders are in profit or loss, and specifically how large their profit or loss is.

Measure the likely sentiment your shareholders are feeling towards the stock right now and tailor your communications to them.

Please note: This is based off unrealised gains, and therefore excludes shares that have been sold out. This is simply a measure of the value of the shares held right now compared to the prices they were purchased at.

Know where most of your shareholders reside and where most of your shares are held.

Pinpoint where you may want to spend most of your marketing efforts, and what areas may be over-indexed for marketing spend already.

Understand who from your registry has displayed behaviour consistent with high net worth individuals

View previous potential high net worths from your registry

Export lists and contact information of potential and confirmed high net worths

Outline which brokers are the biggest buyers, sellers, holders and representatives of your shareholder base.

Distinguish broker accounts from one another and get an idea of what brokers are the strongest supporters and holders of the stock, and which ones are not.

How often are my insights updated?

What insights can I get from this data?