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.

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.