Built for Modern World Technology Features
Real-Time Dashboard & Reporting
Provides instant visibility into transfers, shareholder updates, and corporate actions with dynamic reporting tools.
Secure Online Shareholder Access
Allows shareholders to safely view holdings, update records, and access statements through a protected online portal.
FAST/DWAC/DRS Workflows
Supports automated share movement through FAST, DWAC, and DRS systems to ensure efficient and compliant settlements.
Cross-Border Coordination
Harmonizes transfer and compliance operations between U.S. and Canadian markets for seamless dual jurisdiction support.
Role-Based Security
Restricts data access based on user roles, ensuring only authorized personnel can manage or view sensitive information.
Encrypted Data Storage
Protects all issuer and shareholder data using advanced encryption standards to meet stringent regulatory requirements.
Proxy and Meeting Tools
Simplifies shareholder meeting management, including proxy distribution, vote tracking, and certified reporting.
User-Friendly Interface
An intuitive, easy-to-navigate platform for quick and efficient access to all tools and information.
Mobile Access Capabilities
Enables secure, responsive access to key tools and dashboards from any mobile device for on-the-go efficiency.