ALL FEATURES
The complete Rally feature set, in one place.
Every capability across the Rally investor portal — grouped by area so you can see exactly what's included.
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Investor Portal
White-Labelled Investor Portal
Launch a polished investor website in your own brand, not ours.
Give investors a dedicated portal under your company identity with flexible templates, custom colours, fonts, logos and navigation. It creates a more professional shareholder experience while keeping your IR presence consistent with the rest of your brand.
Fast Setup Wizard
Get live faster with guided onboarding across the essentials.
Work through key launch steps including ASX setup, branding, registry integration, website import, social connection and custom domain configuration. Clear progress tracking helps your team move from setup to go-live with less back and forth.
Homepage Content Editor
Tell your story clearly with homepage content built for investors.
Edit your hero section, company summary, story content and supporting page copy from one place. It makes it easier to keep your investment narrative current, credible and aligned with your latest market messaging.
Key Metrics And Investment Case
Put your most important numbers and investment highlights front and centre.
Show up to four homepage metrics alongside three investment case cards, with full control over labels, order and presentation. This helps investors grasp the essentials quickly without digging through announcements and reports.
Announcements Hub
Keep the market informed with a clean, searchable ASX announcement library.
Publish, pin, hide and manage announcements in a format that's easy for investors to browse. You can add summaries, video links and price-sensitive markers to give context and improve readability.
News And Video Centre
Turn company updates into richer content investors actually engage with.
Publish news, press releases and video content with scheduling, categorisation and flexible destinations. It helps you extend your story beyond statutory disclosure and keep the portal active between market announcements.
Board And Executive Profiles
Show the people behind the company with confidence and clarity.
Present board and executive biographies, committee roles, tenure and supporting profile details in a structured public format. Strong leadership visibility builds trust with current and prospective investors.
Governance And Reports Library
Make core company documents easy to find and easy to trust.
Organise governance materials, financial reports, presentations and meeting documents in dedicated public sections. Clear access to key documents supports transparency and reduces friction for investors doing their homework.
Meetings And AGM Pages
Give shareholders one place to access meeting details and documents.
Publish upcoming and past meetings with notices, proxy forms, results and recordings linked directly on each entry. It helps investors stay informed and improves access to important meeting materials.
Navigation And Footer Control
Shape a cleaner investor journey across every page.
Reorder menus, create dropdowns, manage visibility and customise the footer structure to suit your content. Better navigation helps investors find announcements, governance and reports faster.
Custom Domain And SSL
Publish on your own domain with secure, trusted access.
Connect a branded investor domain and track verification and SSL status from one screen. A custom domain lifts credibility and gives your portal a seamless place in your digital presence.
Migration Redirects
Preserve traffic and avoid dead ends when moving from an old IR site.
Upload legacy URLs in bulk and map them to the right portal destinations with permanent redirects. This protects search visibility, reduces investor frustration and makes website migrations far smoother.
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CRM & Contacts
Unified Investor CRM
Keep subscribers, signups and shareholder-linked contacts in one place.
Bring together your core investor contact database with search, filtering, profile views and engagement history. A single source of truth helps IR teams move faster and communicate with more confidence.
Registry-Linked Contact Profiles
Connect holdings data to real people for a sharper investor view.
Link CRM contacts to shareholder records to see holdings, estimated value, transaction history and shareholder status alongside contact details. This gives your team richer context before every conversation or campaign.
Shareholder Registry Sync
Keep your register current without manual spreadsheet wrangling.
Sync shareholder and transaction data from your registry so your CRM reflects the latest ownership picture. Up-to-date registry data supports better segmentation, engagement and board reporting.
Contact Notes And Activity History
Retain context across every investor interaction.
Track notes, email history, engagement signals and linked activity on each contact record. This helps your team maintain continuity, especially when multiple stakeholders manage investor relationships.
Mailing Lists And Smart Segments
Build targeted investor audiences without manual list maintenance.
Create static lists or dynamic segments based on rules such as holdings, tags, source and engagement. Smarter audience targeting improves relevance and helps campaigns perform better.
Tags And Bulk Actions
Organise large contact and shareholder groups in a few clicks.
Apply tags, add people to lists and manage records in bulk across contacts and linked shareholders. It saves time for lean IR teams and makes ongoing database hygiene far easier.
Engagement Scoring
Spot your warmest investor relationships at a glance.
Automatically score contacts using recent opens, clicks, helpdesk activity and registry transactions. Engagement scores help prioritise follow-up and uncover where interest is building or fading.
Contact Enquiries Inbox
Capture inbound investor questions without losing the thread.
Review public contact form submissions in a dedicated inbox with full message detail and timestamps. It gives your team a clear handoff point for investor enquiries separate from the main CRM database.
Company Contact Directory
Make the right stakeholder details easy for investors to find.
Manage contact information for investor relations, the share registry, the company secretary and the business itself. Clear contact details reduce confusion and help enquiries reach the right destination sooner.
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Communications
Email Campaign Builder
Create, schedule and send investor campaigns from one workflow.
Build campaigns with linked announcements, audience selection, scheduling and delivery controls in a guided flow. It gives IR teams a faster path from disclosure to distribution.
Announcement-To-Campaign Workflow
Turn market updates into shareholder communications in moments.
Launch a campaign directly from an announcement and carry the context through into drafting and send. This cuts duplication and helps your team respond quickly when the market needs an update.
Reusable Email Templates
Keep every investor email on-brand and ready to go.
Create reusable layouts with branded headers, footers and flexible content areas for recurring campaign formats. Standardised templates lift quality and save time across every send.
Transactional Email Branding
Make operational emails feel as polished as your investor updates.
Customise welcome emails, invites, password resets and support notifications with your own branding and content. A consistent experience builds trust across every touchpoint, not just campaigns.
LinkedIn Publishing
Extend campaign reach from inbox to social without extra admin.
Publish LinkedIn posts alongside investor email campaigns and track the outcome in one place. This helps listed companies amplify key updates and maintain consistency across channels.
Scheduled Publishing
Plan investor communications ahead and send at the right moment.
Schedule campaigns and content to go out automatically at a chosen time. This gives your team better control around announcements, trading windows and stakeholder availability.
Subscribe Pop-Up
Grow your investor audience from the portal itself.
Prompt visitors to subscribe with a branded pop-up on supported portal templates, with delay controls and built-in suppression to avoid repeat annoyance. New signups flow into CRM with source notes for better attribution.
Helpdesk And Support Tickets
Handle investor questions with a clearer, more trackable support flow.
Give admins a central place to manage FAQs, investor tickets and ongoing message history. This helps your team respond more consistently and ensures important issues are not lost in email inboxes.
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Analytics & Reporting
Executive Dashboard
See portal activity and market context at a glance.
Track headline metrics such as announcements, subscribers, enquiries, reports and recent activity from a single dashboard. Built-in trading history adds immediate market context for busy IR teams.
Website Analytics
Understand how investors find and use your portal.
Measure page views, visitors, sessions, bounce rate, traffic sources, devices and top content over flexible date ranges. Filtering out automated traffic gives a cleaner view of real investor behaviour.
Campaign Performance Tracking
Know which investor communications are landing and which need work.
Monitor delivery, opens, clicks and recent campaign results alongside website engagement. Better visibility helps your team refine messaging, timing and audience selection over time.
Shareholder Analytics
See how your register is moving, not just who is on it.
Analyse shareholder mix, ownership trends, email coverage, activity patterns and top holders from imported registry data. These insights help IR teams identify change early and report it with confidence.
Board Reporting Workspace
Generate investor and shareholder reports without starting from scratch.
Create board-ready reports across selected periods with downloadable outputs and flexible section inclusion. It reduces reporting overhead and gives leadership a more consistent view of investor activity.
IR Signals Analysis
Turn your own disclosures into practical investor-relations insight.
Surface trends and warning signs from quarterly cashflow and report disclosures, including capital raise risk and sentiment signals. It helps IR teams prepare stronger commentary before stakeholders ask the hard questions.
Media Coverage Monitoring
Spot recent online mentions beyond your official announcements.
Track fresh organic coverage discovered across the web, review source links and dismiss irrelevant results. This gives your team broader visibility into how the market may be hearing your story.
Blackout Period Calendar
Keep trading windows visible and compliance reminders on track.
Manage blackout periods around reporting dates with calendar views, reminder notifications and PDF exports. It helps directors and staff stay aligned with trading restrictions and reduces compliance risk.
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Artificial Intelligence
RallyAI Admin Copilot
Ask one question and get answers across the whole admin.
RallyAI is a chat-based copilot for IR teams that can surface key metrics, shareholder and registry context, CRM records, announcements, campaigns, analytics, audit history, admin settings and more. It helps your team find answers and insights faster without digging through menus.
Agentic Insight Retrieval
Get on-demand answers drawn from live platform context, not guesswork.
RallyAI uses a broad library of read-only skills to investigate the admin on your behalf and return grounded responses with the right context. That means quicker answers on portal performance, audience behaviour, imports, governance content and operational activity.
AI Board Report Commentary
Turn raw investor data into board-ready narrative automatically.
Generate clear, data-driven commentary for board and investor reporting based on what is happening across the portal, register and communications. It saves hours of manual write-up while making reports sharper and more consistent.
AI Campaign Drafting
Create campaign copy from announcements in a fraction of the time.
Automatically draft investor email content and social posts using your latest ASX announcement and platform context. Your team gets a strong first draft faster, with less repetition and a quicker path to send.
AI Announcement Intelligence
Make ASX announcements easier to manage, search and act on.
Automatically classify, summarise and extract key details from imported ASX announcements through a background processing pipeline. This improves content structure, saves admin time and makes disclosures more usable across the portal.
AI Helpdesk Replies And FAQs
Respond faster with smarter support content for investors and admins.
Generate investor FAQs and assist with helpdesk replies using the context already held in the platform. This helps teams answer common questions more consistently while reducing repetitive support work.
AI Search And Suggestion Assist
Find the right record, page or action with less hunting.
Use AI-powered suggestions to sharpen admin search and guide users toward relevant pages, contacts and content. It reduces friction for busy teams and helps new users navigate the platform with confidence.
AI Website Parsing And Import Assist
Extract useful website content without a manual copy-and-paste exercise.
Use AI-assisted parsing to scan investor pages, identify relevant content and support imports of media, governance materials and team information. It accelerates setup and reduces migration effort.
AI Data Enrichment
Improve contact quality and context without chasing every detail manually.
Support contact and data enrichment workflows with AI-assisted discovery and interpretation across imported sources. Better data quality gives IR teams stronger segmentation, better reporting and more informed outreach.
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Administration & Security
User Roles And Permissions
Give each admin the right level of access without overexposure.
Manage users across company admin, editor and viewer roles with simple invite and removal controls. Clear permissions help protect sensitive data while keeping collaboration practical.
Mandatory Two-Factor Security
Strengthen workspace access with enforceable 2FA controls.
Require two-factor authentication across all admins from a central security setting. It adds an important layer of protection for shareholder data, governance records and communications activity.
Personal Profile And MFA Setup
Let every admin manage their own details and account security.
Give users a dedicated place to update profile information, change passwords and enrol in multi-factor authentication. It supports stronger access hygiene with less support overhead.
Audit Log
See who changed what, and when, across the platform.
Track administrative actions in a chronological log with detailed metadata for each event. This strengthens accountability, supports internal reviews and provides a clear trail when questions arise.
Board Minutes Access Control
Protect sensitive board materials with role-aware permissions.
Store meeting minutes centrally while limiting upload and removal actions to authorised users. It keeps governance records accessible to the right people without opening unnecessary risk.
Bulk Data Management Controls
Handle destructive actions with the safeguards they deserve.
Manage bulk deletions behind explicit confirmation steps including password checks and typed confirmation. These controls reduce the chance of accidental loss and support safer administration.
Billing And Subscription Visibility
Keep plan, payment and billing status easy to review.
View your current subscription, billing period and payment method from one place, with direct access to billing management. It gives operational teams quick clarity without involving finance for every check.
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Integrations
Automic Registry API Integration
Keep shareholder data flowing automatically from your registry.
Connect directly to the preferred Automic API to sync register and transaction data on a schedule. It reduces manual handling, improves data freshness and gives IR teams a more reliable operating rhythm.
Manual And Email Registry Imports
Maintain registry coverage even without direct API access.
Upload registry files manually or ingest scheduled reports by email when an API connection is not available. Flexible import options help companies modernise their workflow without waiting on every dependency.
ASX Announcement Inbound Sync
Bring market announcements into Rally with less manual effort.
Configure inbound email and sync settings so ASX announcements flow into the platform faster and more reliably. That means less chasing, quicker publishing and a cleaner disclosure workflow.
Website Importer
Move investor content from your old site into Rally faster.
Scan an existing website, select relevant pages and import extracted content such as press releases, board members, governance documents and branding. It shortens migration timelines and reduces manual rework.
Single Page Content Analysis
Pull key team and content data from individual pages on demand.
Analyse a single webpage to extract useful structured information, including executive and team details. It is a practical way to fill content gaps or refresh public profiles without starting from scratch.
Import History Tracking
See what has landed, what failed and what needs attention.
Review the status and outcomes of uploads, inbound emails and sync events from one place. Better import visibility helps teams troubleshoot faster and trust the data they are working with.
Ready to give your investors the experience they deserve?
Set up your branded portal, connect your registry, and start communicating in minutes.