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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Link your brokerage account, upload a spreadsheet, or manually enter your holdings to monitor your dividend earnings, assess dividend security, evaluate diversification, and much more. With a prompt setup, you gain an expansive overview of all your accounts alongside comprehensive information on each investment—constantly refreshed in near real-time, specifically designed for dividend investors, and all easily accessible with remarkable precision. As you explore further, you'll uncover even more features, with everything just a click or two away, ensuring you won't wander through a cumbersome, sluggish, or disorganized site. The interface remains clean and orderly, allowing you to manage your portfolio without frustration. Central to our offerings, Dividend Safety Scores™ equip investors with predictive insights into dividend risks, helping you steer through challenging scenarios with confidence. This streamlined approach not only enhances your investment experience but also empowers you to make informed decisions effortlessly.

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

$499 per year
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Integrated Software

Website

www.shareholderaccounting.com

Vendor Details

Company Name

Simply Safe Dividends

Website

www.simplysafedividends.com

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 

Product Features

Alternatives

Alternatives

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