Real-time updates, transfer tracking, historical audit logs, regulatory compliance support.
Support concurrent shareholder registry operations for one or more companies, with complete data segregation, security, and audit trails.
Maintain detailed shareholder records including contact information, holding history, share classes, account status, and investor type (individual, corporate, fund).
Facilitate end-to-end processing of buy, sell, splitting, merging, and transfer of shares with full validation and history tracking.
Apply and manage capital increases, bonus share allocations, dividend entitlements, rights issues, and more, with automated calculations and workflows.
Calculate and distribute dividends based on shareholding cut-off dates. Handle direct deposits to banks, reconciliation, and follow-up for unclaimed dividends.
Automate Annual General Meeting (AGM) logistics, including scheduling, proxy handling, agenda setup, electronic voting, and election result publication.
Manage dematerialized, physical, and hybrid shares including certificates, book entries, and regional-specific formats like iShares or ishars.
Facility to manage physical certificates to dematerialized shares.
Automatically calculate service charges and VAT based on shareholder category and transaction type, ensuring billing transparency and compliance.
Upload, reconcile, and maintain shareholder data in the required format as per local Securities Depository, Stock Exchange, or Regulatory Authority.
Manage reconciliation for payments to banks and collections from shareholders, with audit-ready logs and integrated enquiry handling tools.
Enable shareholder-facing support tools, real-time enquiry tracking, and service history visibility for staff and shareholders.
Access dashboards and pre-configured reports for registry summaries, transaction logs, dividend status, meeting outcomes, and compliance snapshots.
Improved governance, effortless corporate actions, simplified reporting.
Digitize your entire shareholder affairs lifecycle with workflows that comply with local financial market authorities and depositories.
Manage the affairs of multiple issuers or funds through one centralized system, with role-based access and isolated data views.
Deliver fast, transparent, and professional shareholder servicing, from transaction processing to dividend disbursal and meeting participation.
Every transaction, allocation, and adjustment are recorded with complete traceability, helping companies meet both internal and regulatory audit needs.
Reduce administrative overhead with automation, and ensure accurate billing and tax compliance with built-in fee and VAT engines.
Connect with us for a personalized demo or request a technical whitepaper to explore system architecture and authority-specific customizations.
