Record Keeping & Compliance:
Maintaining shareholder records, ensuring compliance, and providing
strategic insights at every stage of your company's life cycle.
Record Keeping
Easily issues securities and tracks transfers between shareholders while eliminating the costly and outdated practices of manual paperwork and lengthy turnaround times. Updated in real-time, your company’s cap table always displays the most recent information and can be accessed from anywhere.
Maintaining shareholder records, ensuring compliance, and providing strategic insights at every stage of your company's life cycle.
Recordkeeping & compliance, Reporting
Issuance, transfer & cancellation of shares
Data accuracy & security
Investor strategies & analytics
Lost & dormant shareholder searches
Dividend Payment and ReInvestment:
Offering expert guidance, end-to-end investment plan management and
on-time payments that help your company attract stable, long-term
investors.
Low or no-cost plans available
S-3 registered plans and non-registered plans offered
Capital-raising opportunity with waiver or waiver discount feature
available to S-3 registered plans
