StockTrack

A software system designed by Figtree Consulting.

About StockTrack

The ultimate software for issuing and tracking stockholders shares and certificates. Used by banks, Stock Transfer agents and corporations acting as their own transfer agent.

Features Include:

  • Issuance and Registration of Stock Certificates
  • Dividends and Splits
  • Dividend Reinvestment Module
  • Proxy Voting
  • Statements and Confirmations
  • Extensive ‘As of’ Date Reporting
  • Maintains shareholder and certificate information
  • Executes transfers
  • Handles retiring and voiding certificates
  • Prints certificates
  • Print Cash Dividend and Cash in Lieu checks
  • Tracks Stock Options
  • Organizes, tabulates and reports on proxies
  • Prepares Email as well as Mail Merge files of selected stockholders
  • Executes dividends and stock splits
  • Issues checks and performs direct deposits (ACH Files)
  • Prepares numerous reports
  • Prints mailing labels
  • Federal 1099 tax returns
  • Pro-rata ownership, K-1 reporting, and other features for S-Corporations
  • Supports multiple levels of password-guarded access
  • Debt Module handles Capital Notes, etc.

Product Overview

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