New Features ✨

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13 articles in this collection
Written by Kyle Marks
Securities

Bulk Edit Transaction

Learn more about how you can edit multiple transactions at once
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Written by Kyle Marks
Updated over a week ago

Register/Ledger Generation (As-At) 🗓

Travel back in time and generate registers and ledgers!
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Written by Kyle Marks
Updated over a week ago

Deleting Transactions & Certificates 💥

Delete is looking pretty sweet!
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Written by Kyle Marks
Updated over a week ago

Share Split Enhancements 🍌

The splitting shares workflow just got better... you can now consolidate share certificates at the same time!
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Written by Kyle Marks
Updated over a week ago

Issuance onto Existing Certificates ➕

Add shares onto existing certificates through an issuance!
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Written by Kyle Marks
Updated over a week ago

Uncertificated Shares / Order Number #️⃣

No more certificate codes, plus a new way to sort your Registers or Ledgers!
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Written by Kyle Marks
Updated over a week ago

Org Charts Time Machine 🤖

Take a little trip back in time on your org chart journey and see the structure of entities past!
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Written by Kyle Marks
Updated over a week ago

Share Certificate Consolidation 🌪

Our certificate consolidation workflow has been improved!
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Written by Kyle Marks
Updated over a week ago

Cash Dividends 2.0 💰

Add additional details to the cash dividend workflow to allow for more robust reporting and document automation!
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Written by Kyle Marks
Updated over a week ago

Editing Transactions & Certificates ✏️

Making changes to transactions and certificates is easier than ever!
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Written by Kyle Marks
Updated over a week ago

Cap Table Generation 🚀

Get an overview of everything that is outstanding in the securities section!
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Written by Kyle Marks
Updated over a week ago

Vesting Schedules 🦺

Learn how to add and manage vesting schedules!
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Written by Kyle Marks
Updated over a week ago

Option Plans

Learn how to create Option Plans!
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Written by Kyle Marks
Updated over a week ago