TRANSFER AGENT SERVICES
For over 30 years, businesses have partnered with Shelby Financial for critical stock transfer processing services as well as shareholder management and bond recordkeeping. We understand the business and develop customized stock and bond transfer solutions based on your clients’ requirements.
Shelby Financial is a flexible data processing and software services company that stands behind their work.
Shareholder Management & Accounting
Corporate Universe Share provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment, available as a turnkey inhouse solution or remote SAAS processing. This browser-based software provides 24/7 access to shareholder-related information for issuers and holders as well as account information, statements, and reports in a secure environment.
ISS Escrow is an escrow accounting solution for managing, tracking, and reporting client funds in accordance with generally accepted accounting practices. As the leading solution for escrow accounting and account management, ISS Escrow can streamline your escrow management business processes. Applications include exchange agent services, bankruptcies and reorganizations, regulatory requirements, collateral financing, litigation, and reinsurance trusts.
Services tailored for you. Contact us today.
Mutual Holding Company Conversion
Shelby Financial is one of the most experienced data processors in performing mutual to stock conversions and mutual holding company transactions. Mutual to stock conversions are highly complex corporate reorganizations where specialized database management and processing is
required in order to correctly effect changes in its form of organization to one where the mutual members’ rights are converted into stockholders.
The Corporate Universe Bond Recordkeeping software includes recordkeeping and processing for bonds including bond processing and bondholder accounting. The scalable system operates on the Microsoft Windows platform and LINUX, is available in-house or SAAS. This software complies with the regulatory and industry standards related to securities processing and includes
an add-on module that provides access to holder information, statements, and reports.