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1.Organise shareholders by ID, Name, LegacyID
2.Maintain a document library for the shareholder and company. The attachments can be in pdf,gif,png,jpg,bitmap,word or excel format.
3.Ability to create your own custom share type. Examples are “Ordinary”, “Preference”, “Redeemable” etc.
4.Ability to create your own transaction type. Some standard transaction types are: “ALT” – Allotment, “DIV” – Dividend, “ISS” – Issue and “TRF” – Transfer.
5.Easily transfer existing employees to the shareholders database.
6.Use the in-built email generator to send out customized letters to the shareholders. It may be a dividend letter, a notice of AGM, Share Certificate etc.
7.Export your reports to 6 different formats including Printer, Excel, PDF, XML, TXT and HTML. Email PDF reports.
8.Print ID Cards for shareholders.
9.Print Dividend Cheques (3 x A4) and Share Certificates.
10.Import Shareholders, transactions and area codes from Excel .csv file
11.Export Shareholder information to Excel .csv file
12.Export Share Transactions by Date range to Excel .csv file
13.Calculate Imputation Credits (Franking) and Dividend statements
14.Movement KPI reports, MTD, YTD, Top Shareholders, by Geography
15.Process shares held in escrow and releasing them when expiry date is passed
16.MS Office integration to send your data exactly as it appears in the browse to Printer, or File (HTML, Excel, Word, CSV or PDF) or email it.
17.Install locally and/or server.
18.Mail merging to email or printer using MS Word and MS Outlook.
19.Press <Ctrl F10> to change the text for reports, forms, windows.
20.All notes and comments fields now have spellcheck, just press F7.
21.Copy Existing shareholder to new shareholder with a single click
22.With the new Client/Company structure it can be used for multiple business entities.
23.Employee Stock options can be implemented via "OPTIONS" share type to be exercised as necessary.
24.Set up a user with view only rights
25.4 eyes principle option. 2nd user can approve batch / transactions. Please click here to ask a question
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  • Seller does not allow pick-ups
  • Seller location: Auckland City, Auckland, NZ

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Quantity: 10+ available