|
We maintain records, transfer stock, and report information - and much more - and we service both public and private companies alike.
We are able to resolve both debt and equity issues, and have built a Bond Management software system to track bond investments, current and projected values, and maturity dates.
We also handle ESOPs (Employee Stock Option Programs) and have written custom software solutions for that as well.
| Here are a few other solutions we've developed... |
Transfer Online™ Automated New Issuer Enrollment
Thinking about switching transfer agents? Our new, fully automated online New Issuer "wizard" can get you started. In fact, everything you need to do to become an issuer client
of Transfer Online can be done online! Online subscription agreements, email notification, passwords to log on to www.TransferOnline.com, and account manager access control, to name a few features, can all be
assigned and confirmed online.
( "Welcome", "Begin", and "Contacts" pages from the New Issuer Wizard shown.)
Transfer Online™ Online EDGAR Filing Service
Transfer Online has partnered with CFO Advantage, Inc. to bring you the convenience of online EDGAR Filing! Now issuers can log on to TransferOnline.com to Create, Save, Edit, and Submit their EDGAR Filings.
Create an SEC-Compliant EDGAR Filing, upload (and later, add and delete) associated documents, communicate directly with our EDGAR Processors, and submit your filing - all online. Or, Create a filing, save it on our system, and submit it when you are ready.
Later, you can log on to track the status of your current filings, and view past filings as reference.
("FlowChart", "Filing Summary", and "Document Upload" from the EDGAR Filing area shown.  )
 Transfer Online™ Trading Board Software
Transfer Online™ has developed a customizable,
brandable trading board for our issuer clients who wish to offer liquidity to their shareholders by providing a means to buy and sell shares. It is
simple yet powerful, and issuers may even choose between 5 different "skins" to customize their personal trading board even further.
( Charts, Listings, and Overview pages in "default" skin shown.)
Transfer Online™ Web-Based DPO
We have developed a DPO system for those clients who wish make a Direct Public Offering. It is an intuitive, step-by-step online system
which leads the client through the DPO process, and provides a web URL to distribute to potential shareholders.
(Our online DPO software makes Direct Public Offerings a cinch, step-by-step )
|
All of the above features are available to our clients. |
|
