We put the most comprehensive suite of transfer agent services to work for you
QuickCert stock certificates
International currency exchange
– Transfer agent client
- Transfer agent client
The Issuer Online™ website – manage shareholder data securely and conveniently
Portfolio account management
Get around-the-clock access to shareholder data including account balances and payments, dividend reinvestment information, statements and correspondence. Information is easy to access and available when and where you want it.
Through our online reporting tool, you can specify criteria such as classes of stock, dates, ranges and share amounts to develop the custom reports you need. Clients also have access to a range of statistical information and management reports such as top holders, range of shares and geographic summary. These dynamic reporting capabilities give you the ability to tailor reports specifically for your needs and offer you a complete look at your company’s shareholder information.
Shareholder or annual meeting management
Our Issuer Online™ website enables you to initiate a shareholder meeting and calendar all of the critical activities to make the meeting a success. Through Proxy Watch™, you can also view voting stats and real-time tabulation results.
Private companies need recordkeeping too
Our expertise and resources also support private securities and exempt offering recordkeeping needs. Capital markets have seen strong activity in Regulation D private placement offerings, and the Securities and Exchange Commission's (SEC) new Regulation A / Regulation A+ rules promise to generate even more investment activity with private companies.
These new ways of raising capital are great for spurring investment in your company, but also mean greater scrutiny and oversight from regulators.
Through our secure web portal, you and your financial partners can easily access, manage and report on important investor information.
|Stock Issuances||Ownership Transfers||Restricted Securities||Pre-IPO Planning|
|Investor Communications||Payments and Tax Reporting||Meeting/Proxy Services||IPO Transfer Agent Services|
To inquire about our private securities, Regulation D, Regulation A or Regulation A+ offerings, please email us at firstname.lastname@example.org.
Reconnect shareholders to their unclaimed property
We can help you satisfy federal and state abandoned property requirements while reducing costs, fraud exposure and audit risk with:
Reunite shareholders with their assets clearly and transparently following a merger, acquisition or reverse stock split.
Help lost or unresponsive shareholders claim assets that are at risk of being escheated, such as when the original shareholder is deceased or has an invalid address.
Small Shareholder (Oddlot) CleanUp
Assist lost or unresponsive shareholders with fewer than 100 shares.
Reduce your shareholder management costs through our unclaimed property solutions.
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