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Stock Ledger Software

We are looking into purchasing software to keep track of our stock ledger (we currently use excel). We have about 500 shareholders, 50 option holders, and there are about 100 transactions per year, excluding equity raises. Any suggestions? I have heard of Solarium and Stock Track, but no direct experience with them so would be curious if anyone has used these. Thank you.

Answers

Topic Expert
Paul Benedetto
Title: CFO, Director of Finance, Consultant
Company: Nextwave Software, Rethink Fabrics
(CFO, Director of Finance, Consultant, Nextwave Software, Rethink Fabrics) |

Hi. I don't have experience with those two you mentioned, but I have been looking at Sharewave myself lately and conversing with their CEO. You may want to take the site/demo for a spin.

https://sharewave.com/

James Scott
Title: Consulting CFO
Company: Early Growth Financial Services
LinkedIn Profile
(Consulting CFO, Early Growth Financial Services) |

Eshares, eshares.com, is both comprehensive and easy to work with.

Maria Wang
Title: Controller
Company: GSK Consulting
(Controller, GSK Consulting) |

I have just implemented a Solium Shareworks option management program. It made a world of difference for reporting purposes. However, you really need to be on top of the implementation process and verify data validity before it goes live. Good luck!

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