Simplified view of holdings
Smooth, intuitive site
Industry-leading security protocols, consistent with those used by leading financial institutions
Upload securities valuation.
You can input the value of your non-traded securities, along with valuation messaging. This information is then displayed to investors through the Investor Center website offering convenience and consistency.
Investors can download statements and tax forms from our Investor Center™ website.
Our flexible reports make it easy to download and review investor data based on the criteria you specify including classes of stock, dates, ranges and share amounts.
Through FileShare, you can securely share files with us and other users at your company.