CU SHARE

CU SHARE

Integrated Software
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About

CU Share'sā„¢ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators.

About

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Shareholders and investors in need of a solution to manage their operations

Audience

Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Integrated Software
www.shareholderaccounting.com

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

Alternatives

Alternatives

Finapolis

Finapolis

Finapolis Inc
Dividend Tracker

Dividend Tracker

EKC Software

Categories

Categories

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

Diversiview Not Supported
Interactive Brokers Not Supported
TaxTank Not Supported
Xero Not Supported

Integrations

Diversiview Supported
Interactive Brokers Supported
TaxTank Supported
Xero Supported
Claim CU SHARE and update features and information
Claim CU SHARE and update features and information