Securities Transfer

SunGard’s offerings for Securities Transfer provide 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

  • AdminiStar

    A Web-based software solution for equity compensation plan administration.

  • BondMaster

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

  • 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.

  • CSSII

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

  • SunStar

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

  • Trustware Corporate Trust

    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

  • Anti-Money Laundering Solution

    A solution that helps you efficiently and accurately screen your clients for compliance with Anti-Money Laundering and U.S. and global regulations

  • Documentation Services

    A set of services to create documentation and related guides and ultimately help you optimize the use of your systems.

  • Education Services

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

  • Professional Services

    Teams of specialists whose industry experience helps you manage business changes, increase efficiency and reduce costs.

  • SQA Automated Services

    A software suite that helps automate Software Quality Assurance processes

Brochures & Datasheets