SEC-registered TA
Cap table, settlement and shareholder records.
A modern SEC-registered Transfer Agent operating alongside Compliance Desk — settlement, cap table, and shareholder communications with full audit trail.
What's included in Transfer Agent Platform
Settlement
Automated post-close settlement into shareholder records.
Cap Table
Real-time cap table with waterfall modeling.
Shareholder Portal
Statements, communications and vote management.
Secondary Trading Support
Book-entry transfers for ATS partners.
Ready to modernize your compliance operations?
Run your entire compliance operation from one platform.