Shareholder Accounting Software providing complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment.
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CU Share - Equity Processing
First Access

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First Access: Introduction
 

Using the Internet, your clients can now access account information 24 hours a day from anywhere.

First Access™
provides transactions, holdings, and balances in an attractive, easy-to-use presentation.


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The Internet provides entirely new sales, marketing, and distribution channels and has redefined how financial services institutions interact with their customers.

 

First Access lets you quickly and easily leverage the Internet. First Access' elegant design is easy to use. Clients can set their own preferences to customize the information they want to see. Transactions can be sorted by date and grouped by type of transaction or by security. All information can be downloaded into a variety of PC file formats, online help is readily available.

 

Clients will appreciate and value the ability to access their account information whenever they want. Using First Access, clients can answer their own questions without tying up your administrators. This will free administrators to concentrate on providing value-added services.