Shareholder Management

Shareholder Management

The Shareholder Management application performs the complex task of managing stock splits, paying dividends, creating tax forms, and maintaining warrants and options. The robust set of features includes printing of dividend checks or payments by ACH, generating 1099’s, electronic tax filing and printing certificates. The system also offers C-Corp or S-Corp dividend payments and reporting.

  • Handles Sub-S & C-Corp dividend payments
  • Prints certificates and handles stock splits/stock dividends
  • Calculates and pay dividends via check, ACH payments or stock reinvestments
  • Tracks warrants and options
  • Complete reporting (exports into XML, CSV, TAB, HTML & Excel)
  • Generates 1099 forms and handles electronic tax filing
  • Stores shareholder history online, with easy search options
  • Audit log reports with user login history & active sessions

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