Our industry-leading end-to-end solution includes:

• In-house specialists that partner on document preparation and review
• Electronic issuing, managing and monitoring of all corporate stock online
• Receipt and processing of transactions using proprietary systems
• Print-On-Demand Digital Certificate Library
• Communicating with shareholders via e-Notify
• Setup, monitoring and directing annual meetings and proxy votes
• Warrant, Escrow and Rights offerings
• Dividend and Paying Agent Services

Because we’re committed to safeguarding all transfer information, we go above and beyond the SSAE16 (SAS70) certified process.

• We maintain a Financial Institution Blanket Bond and have been registered with the SEC since 2009.
• We’re audited by the SEC annually to maintain compliance and are active members of the STA.
• We’re regulated by the IRS for the cost basis-reporting rule and uphold full compliance.