Stream Securities Transfer

Stream Securities Transfer provides a collection of applications designed to help service and maintain the books of records and settlement requirements for the corporate trust, stock transfer and equity compensation industries. The applications help streamline recordkeeping processes and reduce debt financing risks related to ongoing regulatory changes.

  • Provides accounting and recordkeeping for bond, stock and equity compensation related processes
  • Automates the daily balancing process
  • Provides accurate records of various compliance-related activities
  • Produces invoices both on-demand and automatically
  • Provides tools to retrieve, compare, and reconcile inconsistencies and exceptions

What We Offer

  • Stream AccountControl

    A risk management system designed to automate and monitor the critical aspects of the corporate trust administrative function.

  • Stream BondMaster

    An integrated bondholder accounting system that supports corporate trust banks in their role as indenture trustee, paying agent or registrar/transfer agent

  • Stream CertMaster

    A registered debt accounting system designed to handle the complex processing and reporting needs of medium-term notes, lease-back securities and asset-backed securities

  • Stream ControlBook

    An independent source for recording and tracking account outstandings and the transactions that affect those records.

  • Stream CSSII

    An investor recordkeeping system for corporate transfer agents supporting: stock transfers, dividend payments and reinvestment, direct purchase, escheatment, proxy, reorganizations and tax reporting

  • Stream Fastock

    A PC-based investor information and accounting system managing proxies, dividends, tax reporting, stock splits, escheatments, and dividend reinvestments.

  • Stream FIRRE

    A fee and expense billing and revenue management system that supports the loading of counters from source databases, controls production and approval of fee invoices, generates invoices and tracks fee collection.

  • Stream Optrieve

    A report storage and retrieval solution that indexes computer-generated reports and records the information on the Stream OpTrieve Network Server or a CD-ROM.

  • Stream Securities Interlink

    A Web-based portal that allows investors to access and update account information and vote proxies.

  • Stream SunStar

    An investor recordkeeping and accounting system for bank or commercial transfer agents supporting high-volume stock, registered bond, bearer bond and coupon processing

  • Stream Transfer Agency

    A flexible, fully integrated, high performance solution for equity and debt recordkeeping and accounting.

  • Stream Trustware

    An investor recordkeeping and accounting system for commercial transfer agents and registrars providing support for stock, registered bond, bearer bond and coupon processing.

Complementary Services

  • Education Services

    A range of standard and customized courses to support staff and system training and continuing education requirements

Brochures & Datasheets