CU SHARE

CU SHARE

Integrated Software
Troika Accounting

Troika Accounting

thewealthworks
+
+

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About

CU Share's™ 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

Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Investment Management solution for business managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Integrated Software
www.shareholderaccounting.com

Company Information

thewealthworks
Founded: 1995
United Kingdom
thewealthworks.com/troika-trust-accounting/

Alternatives

Alternatives

Total Return

Total Return

SS&C Technologies
i-Trust

i-Trust

Golden Omega
Dividend Tracker

Dividend Tracker

EKC Software
Dividend Notebook

Dividend Notebook

Baldwin Apps
Eleven

Eleven

RunEleven

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim CU SHARE and update features and information
Claim CU SHARE and update features and information
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