Replace spreadsheets, paper certificates, and disconnected accounting with one elegant solution. Get instant clarity, bulletproof compliance, and zero administrative headaches.
Managing stock ownership shouldn't feel like archaeology. Here's what we hear from teams just like yours.
Tracking shares across Excel, generating invoices manually, maintaining compliance records for board audits, and fielding shareholder inquiries about their holdings—often with incomplete or outdated information.
Cap table changes require updating multiple systems. Generating certificates for option exercises or new investments is manual and error-prone. Historical ownership records exist across scattered documents with no single source of truth.
Inheriting incomplete or conflicting records from prior generations. Struggling to prove chain of ownership during estate settlements. Paper certificates lost in filing cabinets.
Purpose-built tools that eliminate busywork and give you clarity.
"Never lose track of where shares came from—or where they went."
When ownership inevitably changes hands through transfers, splits, or estate succession, ShareTrack maintains an unbroken paper trail. With a single click, view the complete history of any certificate back to its original issuance. Auditors love it. Attorneys love it. You'll wonder how you ever managed without it.
"Record the meeting. Let AI do the writing."
Upload your board meeting audio and walk away with polished, professional minutes—automatically structured with attendees, agenda items, and key decisions. Choose summary, standard, or detailed output to match your compliance needs. What used to take hours of transcription and editing now takes minutes.
"Assessments go out the door—without leaving ShareTrack."
Issue an annual assessment or maintenance fee, and it flows directly into QuickBooks as a ready-to-send invoice. Customer records stay in sync. Your finance team sees real-time financial dashboards without toggling between apps. Less duplicate entry, fewer errors, faster collections.
See how ShareTrack transforms operations for organizations like yours.
All shareholder records, certificates, and invoices live in one system. The Shareholder Portal lets landowners self-serve their holdings and pay online. Board meeting minutes practically write themselves. Every transaction is logged, every transfer is traceable, and annual assessments sync directly to accounting.
Clear, centralized certificate management with genealogy tracking makes cap table audits painless. Role-based access ensures investors see only what they should. The dashboard provides instant visibility into total shares issued, ownership distribution, and recent activity—without running custom reports.
Certificate genealogy provides irrefutable proof of ownership history. The immutable audit log captures every action with timestamps and user attribution. Sharing controlled access with attorneys or beneficiaries is simple and secure. No more uncertain claims—just documented, defensible records.
Choose the plan that fits your organization's needs.
Perfect for family trusts and estates
For growing companies with cap table needs
Full-featured for irrigation & utility districts