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Manage your investor records efficiently


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Manage your investor records efficiently


A trusted advisor to 6,000 U.S. companies

For more than 35 years, we've been providing advisory services, communications and technology solutions to many of the world's leading companies. We facilitate investor recordkeeping and communications, stock transfers for individual holders and annual meetings, as well as dividend disbursement for public and private companies.

Our clients know they can count on our investment in resources, years of industry leadership, locations throughout the world and commitment to service to form long-term relationships that produce real business results.

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Recordkeeping Icons


Choose a partner that offers you more

Advisory services

Investor communications

Stock transfer

International currency exchange

Annual meeting and proxy solutions

Dividend reinvestment and disbursement

Escheatment compliance

Warrant agent

Paying agent

Escrow services

Recordkeeping Contact


Recordkeeping Contact


Let’s talk about how we can support your business needs.