A shareholder register that stays current
Upload the NOBO list from Broadridge or your transfer agent. iCapStack tidies the names, matches people you already know, and records every position change.
- Holding companies, trusts and RRSPs linked to the person behind them
- Duplicate accounts found and merged in a couple of clicks
- Photograph a business card at a conference and the contact is filed
- Follow-up reminders, call notes and a full history on every holder