SHAREHOLDER
MANAGEMENT
The Shareholder Management application performs the complex task of managing stock splits, paying dividends, creating tax forms, and maintaining warrants and options.
Creation of certificates and certificate transfers to and from shareholders
Prints certificates and handles stock splits/stock dividends
Calculates and pay dividends via check, ACH payments, or stock reinvestments
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.
- Complete reporting (exports into XML, CSV, TAB, HTML, & Excel)
- Handles Sub-S & C-Corp dividend payments
- 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
- Tracks warrants and options
