We work alongside your finance and shareholder services teams to reduce administrative burden.
Connect With UsOur team works directly alongside your finance and shareholder services departments to reduce the administrative burden of tracking dormant accounts, filing annual due diligence notices, and preparing state-by-state abandoned property reports.
We help your company stay ahead of filing deadlines across all 50 states, reduce audit exposure, and maintain a clean, defensible record of every step taken to locate shareholders before escheatment becomes necessary.
Our platforms clear the way so your company can focus on post-merger growth and engage with shareholders about your new path forward.
Read More ›As your ownership location program partner, we recognize the importance of shareholder location and are committed to your success.
Read More ›Full compliance monitoring and filing support across all 50 states.
Read More ›Connect with our team to learn how we can support your company directly.
Connect With Us