Which Solution is Right for You?
Shareholder Data Management at your fingertips!
For Private Companies
The most comprehensive solution for accurately analyzing,
managing and reporting shareholder data.
For Institutional Investors
The leading platform supporting fund-level collection,
analysis & reporting of portfolio documentation & data.
Ground-Breaking New Feature!
Shareholder InSite's technology makes available a comprehensive
tool set for real-time Topic 820 (FAS 157) valuations.