Stock Distribution System

Financial Systems

The variety of software products offered by InfoTech is a result of hundreds of custom software systems that have been developed and implemented with clients over the years.

 

  • Overview
  • Features
  • Benefits
Stock Distribution Tracking System

The Stock Distribution Tracking System is an internal and client facing system that provides broker-dealers with a consolidated platform for managing and tracking stock distributions as well as providing live progress reporting for their venture capital clients.

Because broker-dealers often assist venture capital firms in making distributions to their limited partner groups allowing those groups to monetize their investments.

  • Provides easy-to-access reporting interface on stock distribution processing to venture capital client firms
  • Provides a shared workspace for collaborative processes between broker-dealer and venture capital client firms
  • Offers broker-dealers a platform for accessing new business opportunities with limited partner distribution entities
  • Provides broker-dealers easy-to-use tools for importing client lists and contact information
  • Leverages information from historical jobs to initialize details on similar distributions, client groups, and individuals