Stream Transfer Agency

Stream Transfer Agency provides a collection of applications designed to help service and maintain the books of records and settlement requirements for the corporate trust, stock transfer and equity compensation industries. The applications help streamline recordkeeping processes and reduce debt financing risks related to ongoing regulatory changes.

Provides accounting and recordkeeping for bond, stock and equity compensation related processes
Automates the daily balancing process
Provides accurate records of various compliance-related activities
Produces invoices both on-demand and automatically
Provides tools to retrieve, compare, and reconcile inconsistencies and exceptions

What We Offer

Stream BondMaster
An integrated bondholder accounting system that supports corporate trust banks in their role as indenture trustee, paying agent or registrar/transfer agent
Stream CertMaster
A registered debt accounting system designed to handle the complex processing and reporting needs of medium-term notes, lease-back securities and asset-backed securities
Stream CSSII
An investor recordkeeping system for corporate transfer agents supporting: stock transfers, dividend payments and reinvestment, direct purchase, escheatment, proxy, reorganizations and tax reporting
Stream SunStar
An investor recordkeeping and accounting system for bank or commercial transfer agents supporting high-volume stock, registered bond, bearer bond and coupon processing
Stream Trustware
An investor recordkeeping and accounting system for commercial transfer agents and registrars providing support for stock, registered bond, bearer bond and coupon processing.

Complementary Services

Anti-Money Laundering Solution
A solution that helps you efficiently and accurately screen your clients for compliance with Anti-Money Laundering and U.S. and global regulations
Education Services
A range of standard and customized courses to support staff and system training and continuing education requirements
Professional Services
Teams of specialists whose industry experience helps you manage business changes, increase efficiency and reduce costs.