Transfer Agent Services
Industry-leading transfer agent services for managing shareholder records and stock transfers.
Executive Summary
Computershare's Transfer Agent Services provide comprehensive solutions for managing shareholder records, facilitating stock transfers, and ensuring regulatory compliance for public and private companies. Leveraging deep expertise and innovative technology, they offer a robust platform for issuers to maintain accurate shareholder data, manage corporate actions, and deliver enhanced shareholder experiences. The service focuses on streamlining administrative tasks associated with share ownership, including dividend disbursements, proxy services, and investor communications. Computershare emphasizes digital experiences, utilizing technology for secure access, digital identification verification, and multi-factor authentication to support both clients and their shareholders. They aim to transform the client experience through dedicated relationship management and advanced technology, including APIs for seamless data exchange and AI capabilities to enhance service delivery and operational efficiency.
Use Cases
- Managing shareholder records and communications for public and private companies.
- Facilitating stock transfers, ownership changes, and share certificate issuance.
- Handling corporate actions such as dividend disbursements, mergers, and stock splits.
- Ensuring regulatory compliance for all shareholder-related activities and SEC filings.
- Providing digital self-service portals for shareholders to access account information.
Features
Visibility
- Shareholder Portal: Secure online portal for shareholders to view holdings, manage accounts, access documents, and initiate transactions.
- Client Dashboard: 360-degree visibility into client interactions, account history, and service metrics for comprehensive oversight.
Intelligence
- AI-Enhanced Data Management: Utilizes AI to streamline data management actions, improve operational efficiency, and enhance service delivery.
- Shareholder Insights: Provides analytical insights into shareholder behavior, trends, and demographics to inform strategic decisions.
Support
- Dedicated Relationship Management: Experienced and dedicated relationship management teams collaborate closely with clients to deliver tailored solutions and ideas.
- Shareholder Support: Trusted support for shareholders regarding their holdings, transactions, and account inquiries.
Technical Specifications
- Architecture
- Cloud-based, open architecture with standardized API plugins for seamless integration with client systems and modern platforms.
- Deployment
- SaaS
- Authentication
- MFA
- API Available
- Yes
Security & Compliance
Certifications: GDPR
Encryption: Data encryption in transit and at rest to protect sensitive shareholder information and ensure confidentiality.
Pricing
- Model
- Service-based fees, typically customized per client based on services utilized and shareholder volume.
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
About Computershare
Computershare is a global B2B software and financial services company specializing in transfer agency and share registration, employee equity plans, proxy solicitation, and stakeholder communications. They provide solutions for high-integrity data management, high-volume transaction processing, reconciliations, payments, and corporate governance for public and private companies worldwide.
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