Automate management, reporting, and dividend payments to shareholders.

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
shareholder management software

What Our Clients Are Saying

We just had our first external audit with ASCEND. I scheduled a 30-minute sit-down with the auditor to look at specific items. This process would have taken about six hours before ASCEND. The auditor couldn’t get over how easy and accurate it was. She said at least 10 of her bank clients immediately came to mind, that should start using BankTEL. She took a stack of my cards, to give to the accountants at these banks, in case they wanted to call with questions.

Nicole HulbertSeaside National Bank & Trust

I’ve been through the conversion process to new software before, and it’s usually a nightmare. Nothing balances and nothing works. But with ASCEND, things balanced and things worked. It was a very easy move.

Mendy CollierRegent Bank

With BankTEL, everything was more streamlined, there was better reconcilement, better functionality and better security on the user-side of things. It was a major step up for us.

Heath PrescottFarmers & Merchants Bank of South Carolina

Banks deal with accounting every part of every day. It’s a core part of the business. To be able to maneuver through the system and have the detail of records, the tracking and reporting that are available at BankTEL, was long overdue. Ascend is leagues ahead of where we were previously.

Tony AtecaSecurity Federal Bank

One thing I like about BankTEL is that they always want to know what you want and how they can make their product better. They like to listen to customers.

Lynn McKeeBankWest


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