Version 12.5 of StockTrack Transfer Agent Software Released -- Shareholder Accounting and Recordkeeping Software for Self Issuers and Commercial Transfer Agents

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Version 12.5 of StockTrack shareholder accounting and recordkeeping software released. This update continues the StockTrack tradition of expanding the feature set and improving usability of this transfer agent software with each release. New features include tools for handling shareholder search and address verification; enhanced proxy voting functionality; additional flexibility in handling cash dividends; and ease of use enhancements for the iStockTrack web module.

Version 12.5 of StockTrack continues the StockTrack tradition of providing many useful enhancements to this shareholder accounting software with each release.

Introduced in 1989, StockTrack was one of the first shareholder accounting packages on the market. StockTrack provides a complete and cost effective Transfer Agent solution. The software supports issuance and transfer of stock, printing of stock certificates, cash dividends (including generating NACHA files for direct deposit), dividend reinvestment, proxy voting and reporting, stock splits, and all related reporting as well as support for 1099 tax reporting. It is in use by Commercial Stock Transfer Agents and Self Issuers across the U.S.

New features include:

  • Tools to simplify transfer of data for shareholder search and address verification
  • Ability to hold checks for lost shareholders and reprint at a later time
  • Enhanced beneficial owner functionality
  • Additional warnings on transfers related to Affiliated shareholders
  • Enhancements to mailing features
  • Proxy voting handles Broker/Dealer non-votes
  • Audit trail enhancements
  • New and enhanced reports
  • Ability to add messages to statements and dividend confirmations

Current licensees consider StockTrack the most complete and cost effective product available. They cite ease of use, extensive feature set, reports on all aspects of shareholder accounting, flexibility, cost basis information, audit trails, reasonable pricing and great support as reasons they are happy that they selected and use StockTrack. Licensees also mention the flexible mailing features including internal mail merge for forms and letters, mailing labels as well as the ability to merge shareholder and certificate data with external word processors as another highlight of the package. Users report that StockTrack is “the easiest to use shareholder accounting software.”

There are more than 70 reports on all aspects of shareholding accounting including stock ledgers; certificate registers; transaction journals; insider trading and insider ownership; dividend and split reporting; dividend reinvestment; proxy voting and voting card support; warrants and options; and company overview of outstanding shares. In addition, statements, confirmations, and cover letters can be printed in ready-to-mail formats. Many reports are available as Excel spreadsheets as well as formatted reports.

Go to to obtain this software free for evaluation, request an invitation to a live feature demonstration over the Internet, or view a five minute pre-recorded StockTrack overview. Contact Figtree Software, 973-539-9311 ext. 227 or by email to stock(at)figtree(dot)com for more information.

All StockTrack licensees who are current on software maintenance and support are entitled to this update. Go to to download.

About Figtree
Figtree Consulting, Inc., is the publisher of StockTrack and is a developer and publisher of custom business software and nationally distributed software products. The company provides web-based and desktop applications for many industries including distribution, publishing, and banking. For more information, visit and


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Abby Rosenstein
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