Features

Shareholder Registry

Maintain a definitive, real-time record of ownership and share allocations. Eliminate conflicting spreadsheets and outdated records.

Transfer Tracking & Approval

Document transfers with structured workflows and clear authorization controls. Maintain clarity over ownership changes.

Proxy & Voting Control

Collect proxies and record votes with a reliable audit trail. Ensure meeting decisions are documented and defensible.

Meeting Records

Store attendance, motions, resolutions, and results in a centralized, searchable system.

Role-Based Permissions

Assign permissions based on responsibility. Officers, clerks, and read-only viewers each have appropriate access levels.

Audit Trail

Track changes to ownership, records, and governance actions over time with accountable history.

Stock Certificate Generation

Issue PDF stock certificates directly from the system. Each certificate includes company branding, share details, state of incorporation, and an HMAC-signed QR code that links to a public verification page — making every certificate independently tamper-evident without requiring login access.

Email Notifications

Send meeting reports and stock certificates by email from within the app. SMTP credentials are stored with AES-256-GCM encryption, and an email log keeps a record of every message sent. Configure defaults once in Admin settings and deliver documents to shareholders in seconds.

Shareholder Portal

A dedicated self-service portal gives shareholders secure access to their own data — no officer or admin access required. Shareholders can view their current holdings, authorize temporary or standing proxies for upcoming meetings, and record beneficiary (heir) designations with percentage allocations. All access is tenant-isolated and scoped strictly to the shareholder’s own records. Admins can review and acknowledge proxy requests and beneficiary submissions from the Admin panel.