StockTrack for Commercial Transfer Agents

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It's easy to keep track of the status of hundreds of issuers simultaneously with the Advanced StockTrack Module.  Besides all of the features of standard StockTrack, the Advanced module provides:

  • Cross-company reporting

  • DTC Fast interoperability

  • Tracks and, optionally, assigns DRS ID's

  • Cross-company Pipeline features make it easy to track work in process across all issuer companies including logging, transferring, printing and making certificates available

  • Reminders

  • Displays custom notes for each issuer

  • SEC Reporting across companies

  • Search for issuers by current or previous company names

  • Search for shareholders across all companies

  • Customizable certificate delivery cover sheets

  • Ability to block shareholders to stop transactions and report on blocked shareholders across all issuers

  • Easy to learn and use

  • Excellent support via phone, email, online



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