FEATURES

Every feature your investors expect. Every tool your IR team needs.

One platform. Transparent pricing. No gatekeeping.

Branded investor portal example for Meridian Resources with ASX share price, hero section, and key stats

SHOWCASE

Your branded investor portal, live in minutes.

Give every investor a polished, professional destination that gives them the full picture and the confidence to invest. Your branding, your domain, no developers required.

  • Fully white-labelled: your logo, colours and branding throughout
  • Custom domain and SSL included
  • ASX announcement updates
  • Share price, company news and governance
  • Board profiles and financial reports
  • Mobile responsive by default

KNOW

Know your register like never before.

Rally turns your registry into a clear, current picture of every holder, how they trade, and whether they're in the money.

  • Direct share registry sync
  • Each holder's profit/loss, trading history and recent activity
  • Retail vs institutional split across your register
  • The percentage of your register in profit
  • Full trading and communications history per investor
Rally shareholder register view showing 2,000 shareholders with holder numbers, holdings, investor type, status, and contact links
Rally subscription confirmation email editor showing subject line, email body, and live branded preview for Meridian Resources

REACH

The right message, to the right investor.

Reach the right investors with the right message, then see exactly how they respond.

  • Drag-and-drop email builder with investor templates
  • Dynamic segments by holding, behaviour and engagement
  • Open and click tracking per campaign
  • Sentiment tracking and top-holder monitoring
  • Spam Act 2003 compliant, unsubscribe handled automatically

UNDERSTAND

Your Rally analytics dashboard. See exactly what's working.

Most IR teams send communications and hope. Rally shows you what landed, who's paying attention, and which messages move investors to act.

  • Portal traffic by page, source and time period
  • Email campaign performance: opens, clicks, unsubscribes
  • Engagement scoring per investor
  • Most viewed announcements and documents
  • See which communications drive the most investor activity
Rally analytics dashboard showing page views, unique visitors, sessions and a traffic-over-time chart

ASK

Rally AI: like having an IR assistant on call, any time.

Rally's AI assistant works across the whole platform. Ask how to do something and it walks you through it. Ask about your investors and it pulls the answer straight from your data. The same intelligence also writes your board reports for you.

Rally AI Assistant answering a question about the company's top 10 shareholders
  • Ask how to use any part of Rally and get guided help in the moment
  • Ask any question about your shareholders, trading activity and engagement
  • Get plain-language answers instantly, drawn straight from your data
  • Automated board reporting that highlights the insights that matter
  • Built on the latest AI, so your IR keeps getting more capable
  • Role-based access control

Everything else you'd expect from an IR platform

Two-factor authentication

Audit logging

Role-based access control

API data export

CSV exports and board packs

Fast setup wizard

Scheduled email delivery

COMPLIANCE

Built for Australian compliance and security.

Rally is designed specifically for ASX-listed companies. We understand Australian privacy law, ASX continuous disclosure obligations, and the security requirements of handling shareholder data.

Privacy Act 1988 compliant
Spam Act 2003 compliant
Australian data centres
AES-256 encryption

Your complete investor relations platform. Live in minutes.

No complicated onboarding. No contracts. Just set up your portal, connect your registry, and go.