Securities Services Image

Securities Services

The truth is, you may be doing work that’s not your strong suit. And customer relationships may suffer as a result. But when you offload securities administration and investor relations to us, you have more time to shine. 

A great partner can make all the difference

A good relationship is critical to how well investors perceive your company. 

Read about investor relations support (PDF, 1 MB) ›

Transfer Agent Services

We advance the transfer agent and investor services professions through education, technology and innovation. Our Transfer Agent Services include Shareholder Relations, Record Keeping, Transfer Agency, Dividend/Distribution Paying Agent, and Tax Return Preparation. And our personalized client service builds lasting relationships. 

IR20/20 Securities Administrator Investor Relations Software

The IR20/20 Investor Relations Software is a “customized” off-the-shelf securities administration solution that manages the investor base of a REIT, limited partnership, limited liability company or similar security.

Currently servicing over one million investors and some of the nation’s largest sponsors, IR20/20 Investor Relations Software provides all the features you need, including: Blue Sky registration, commission payments, distributions and K1 tax processing.

IR20/20 Investor Relations Software provides all the features needed for back-office processing, from the origination to the dissolution of the security.

Contact Us - Securities

Contact Us

Connect with us ›