Investor Relations Database Features

Investor Relations Database

Investor Relations Database manages information on shareholders of public and private companies and is essential for effective Investor Relations. This program allows you to manage stock ownership by category.

Contacts/Investors/Shareholders

The program is designed to maintain name address, telephone numbers and email address. The is a Inquiry area that allows you to keep track of communications with each owner. On one page you can see the ownership of all share types. Common shares, warrants, stock options can be recorded and managed for accurate refection of ownership.

If an owner owns multiple share types, you can keep track of number of shares, date of purchase and amount.

Contact Types

Contact types can be defined by the user. Each owner can be listed as multiple contact types.

Share Types

Define the share types based upon you needs.

Reports

The base application has several reports and allows you to print 2 different mailing labels. Click here to see the reports.

Customization

This program can be customized to meet individual company needs. Just download to demo, test it and let us know the modifications that you need.

Examples of modification:

You may want to be able to automatically input data from Stock Transfer Agent.

You may want to develop and track individual ownership changes,

You may want to develop an integrated marketing program, email address’s can be captured and stored into the system.

With ownership history and email, a targeted marketing program can be developed to shareholders.

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