Investor Relations Database 2.0.0

Managing information on shareholders of public and private companies is essential for effective Investor Relations. 
 

This system can utilize the Stock Transfer Agent records and develops a history of ownership positions. 


With 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.

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.

It is also designed to allow you to create a marketing program to investors by capturing investor contact information.

Contacts/Investors/Shareholders

The program is designed to maintain name address, telephone umbers 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. 

 
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.