Stock Distribution Tracking System
The Stock Distribution Tracking System is an internal and client facing system that provides broker-dealers with a consolidated platform for managing and tracking stock distributions as well as providing live progress reporting for their venture capital clients.
Features
Data Access
Provides easy-to-access reporting interface on stock distribution processing to venture capital client firms
Collaboration
Provides a shared workspace for collaborative processes between broker-dealers and venture capital client firms
Business Opportunity Platform
Offers broker-dealers a platform for accessing new business opportunities with limited partner distribution entities
Import Client Lists
Provides broker-dealers easy-to-use tools for importing client lists and contact information
Historical Data
Leverages information from historical jobs to initialize details on similar distributions, client groups, and individuals
