Shareholder Management System

Shareholder Management System

Our Shareholder Management System provides a centralized platform for tracking shareholder information, managing communications, and ensuring regulatory compliance.

Automate shareholder reporting and notifications to enhance transparency and efficiency, reducing administrative overhead and minimizing errors.

Leverage advanced analytics and reporting tools to gain insights into shareholder behavior and investment trends, empowering data-driven decision-making.

Seamlessly integrate with existing financial systems to synchronize shareholder data and streamline operations, enhancing overall efficiency.

Access customizable dashboards and real-time updates to stay informed about shareholder activities and corporate performance.

Ensure compliance with industry regulations through automated compliance checks and audit trails, reducing legal and operational risks.

Enhance shareholder engagement with personalized communication channels and targeted messaging, fostering stronger relationships and increasing satisfaction.

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Pricing

Basic

Access essential Shareholder Management features.

from   $200/ per month
  • Up to 1,000 shareholders
  • Basic reporting tools
  • Email notifications
  • Standard support

Standard

Upgrade to our Standard plan for advanced Shareholder Management and Reporting.

from   $5,000/ per year
  • Up to 5,000 shareholders
  • Advanced reporting and analytics
  • Customizable notifications
  • Power platform licenses sold separately
  • Integration with financial systems
  • Priority support

Custom

Tailor a custom plan to match your specific Shareholder Management needs.

Contact Us
  • Unlimited shareholders
  • Premium analytics and custom reporting
  • Dedicated account manager
  • Dedicated support
  • On Premise or Cloud deployment
  • Custom integration and compliance solutions
* Exclusive of any applicable taxes.