Edit security holder details yourself or, better still, let investors do it themselves
When you update security holder data you can control if the holder is notified or not. When the holder does it themselves, they receive email notification for their protection. In any event, all changes are recorded in your activity log.
Investors and employees can download share certificates and holdings statements
Share and other security certificates can be downloaded as at any date. Holding statements, with transaction histories over any time period, can also be downloaded.
Investors can give read-only access to their accountants and anyone else!
Investors can give and remove read-only access to a holding to as many people as they like. Read-only will also be copied in on communications sent to the investor about the holding.