Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CU Share™ offers a wide range of equity processing features that include handling cash and stock dividends, stock splits, exchanges, liquidations, dividend reinvestments, and corporate reorganizations, among other services. ISS Software is committed to delivering top-notch shareholder accounting software along with comprehensive solutions, supported by a team of skilled professionals who uphold a strong tradition of integrity and client service. Furthermore, CU SHARE also ensures complete stock transfer services, proxy services, and corporate action processing in a unified system. ProxyVoteNow facilitates an integrated approach to both telephone and online proxy and consent voting, making the voting process more accessible. Additionally, EnrollmentNow specializes in employee purchase plans and benefits enrollment tailored for corporations, credit unions, and employee benefits administrators, ensuring that all aspects of employee engagement and investment are effectively managed. This comprehensive suite of services underscores CU Share's™ commitment to enhancing shareholder experiences and streamlining equity management processes.

Description

We create a diverse investment portfolio tailored to your needs, utilizing established strategies to enhance your financial growth. This includes a mix of global equities, Australian stocks, and government bonds to ensure broad exposure. Stockspot stands as the premier online investment advisor in Australia. Our approach involves constructing a personalized portfolio with ETFs (exchange-traded funds), allowing you to tap into various investment opportunities while minimizing fees. The key to successful investing lies in maintaining a diversified portfolio coupled with the discipline to remain committed to it, which may seem mundane but is incredibly effective. Stockspot's portfolios are strategically designed to focus on both capital appreciation and income generation through dividends. Our advanced technology streamlines essential tasks such as portfolio rebalancing and reinvesting dividends, ensuring your investments remain robust and costs remain minimal. Each dollar saved on fees translates directly into increased returns for you. We conduct regular assessments of your assets and the market landscape to maintain a well-balanced portfolio. Additionally, we encourage you to continue adding to your investments, accelerating your journey towards wealth accumulation. By staying proactive and informed, you can maximize your financial potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

From $1 per month
$1/month for balances under AUD$20,000
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Integrated Software

Website

www.shareholderaccounting.com

Vendor Details

Company Name

Stockspot

Founded

2013

Country

Australia

Website

www.stockspot.com.au

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

Dividend Tracker Reviews

Dividend Tracker

EKC Software