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SunStar

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Tags:
SunGard, transfer agent, dividend payment, interest payment, dividend reinvestment, direct registration, stock splits, proxy processing, escheatment, reorganization, compliance, tax reporting
Overview

SunStar is a fully-integrated transfer agent solution with support for dividend and interest payments, dividend reinvestment, direct registration, stock splits, proxy processing, escheatment, reorganizations, regulatory compliance and tax reporting. SunStar is available under a software license for in-house processing or in an ASP hosted environment from SunGard, with the option to switch should requirements change.

Features:

  • Provides for a central information file (CIF) with multiple account search keys
  • Supports primary and seasonal addresses
  • Streamlines processing with automated interfaces with DTCC, CDS, ADP and SIC
  • Provides online access to account information
  • Provides an interactive voice response system (IVRS) for shareholder self-service using a touch tone phone
  • Supports proxy processing for householding, notice and access and electronic voting
  • Supports regulatory compliance and tax reporting

Benefits:

  • Provides for high-volume multi-company processing and reporting
  • Supports both stock and bond processing in one application
  • Stores one account record for each registration
  • Simplifies account maintenance and control
  • Provides online, self-service access to data and reports
  • Allows agents to lower their costs for high-volume transaction processing through automation tools
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