Simple. Seamless. Certain.
Multiple data sources. Limited holdings visibility. Complicated plan calculations. Share ownership guidelines present difficult challenges to those entrusted with administering them. Our secure cloud-based software provides an efficient, accurate and automated system to help companies track and communicate compliance with their share ownership guidelines and retention requirements.
What clients love about our product:
Turn manual compliance into automated convenience:
- Intuitive dashboard experience
- Powerful interactive tools
- Customized ownership reports
Manage your entire share ownership guideline tracking, measurement and communication process in one efficient platform.
Turn static spreadsheets into real-world results:
- Flexible data imports
- Real-time compliance assessment
- Participant ownership surveys
Improve the path to compliance with our self-reporting portal for participants and administrator workflow management system.
Turn educated guesses into focused forecasts:
- Complex plan calculations
- Decision-based modeling
- Industry-leading data security
Remove the risk of compliance-determination errors with a next-generation SaaS solution designed by corporate governance experts.