Electronically issue all your shares, options, notes and more
Handle all your issuances, run reports, and communicate with shareholders for one monthly fee. No contracts, cancel anytime.
All the stock issuance and transfer tools you need in one place
SOLO is a web-based stock transfer management software. With SOLO, you can issue shares, notes, and options. Issue and transfer shares electronically for free or order printed share certificates. We take care of the printing and mailing so you don’t have to.
Do-it-yourself tools with the power of a full-service transfer agent
SOLO gives you total control over share management. Our proprietary software was developed with over 30 years of stock transfer agent experience. You’ll have access to the tools our professional transfer agents use in our full-service branch..
Easy access for shareholders
Communicating with shareholders is easy with SOLO. Shareholders can create free accounts to access uploaded documents and read company news. Shareholders can also message issuing companies through the SOLO dashboard.
Create detailed reports
Generate reports with a few clicks on SOLO. Available report types include company shares balances, transaction history, and company ownership percentages. View reports in the dashboard or download as PDF or Excel files with one click and send off to clients.
U.S.-based customer service when you need help
We don’t believe in outsourcing customer support. Our support team is based in our Portland, Oregon office where SOLO is developed and updated. Our technical support teams and professional transfer agents are available for an hourly fee when you need them.