STMS
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Stock Transfer Management System (STMS) is the most comprehensive software available to manage and report stock transfer activity for any size organization.  STMS is available to transfer agents in a single computer environment or under multiple network configuration alternatives.  STMS is a licensed software product with an initial license fee and an annual maintenance charge.

Key Benefits

  •  Handles an unlimited number of issuers, shareholder records and certificate details
  •  Handles an unlimited number of stock classes (warrants, options, preferred, etc.)
  •  Comprehensive on-demand reporting of all transfer related information.
  •  Now available with an optional image management extension to satisfy the move toward a "paperless" stock transfer environment
  •  Services to quickly translate shareholder and certificate data from other software systems available.
  •  Optional module to extract data for Quickbooks
  •  Module to extract data for issuer installed Stock Transfer Reporting System (STRS)


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Last modified: 10/21/08