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“For me, TranStar has been an easy decision. It’s made my life
easier…
I have not found one disappointing feature. The support has been fantastic.”

Holly Craver,
NBT Corporation

Sample Reports and Forms

TranStar offers more than 200 system generated reports to provide administrators and users the tools they need to ensure accuracy, check workflow and provide updates to their clients. Many TranStar customers have been able to eliminate a host of time-consuming offline reporting processes by implementing TranStar. Now you can get the data you need instantly…whenever you need it!

And if our standard reports don’t meet your needs, we’ll customize one for you at no cost. Or if you prefer, export the data into tab-delimited files for your own spreadsheets. Wouldn’t that be better than having to wait weeks or months and paying someone to modify your mainframe system?

Click below to see PDF files with more than 150 sample reports and descriptions.

 
       
 
Equity Reports

 
 
Equity - Reports for organizations that perform stock transfer related tasks.

Reinvestment - Reports that illustrate many of the facets of dividend reinvestment and/or employee stock purchase plans.

Independent Agent - Specialized reports that are rarely used in day-to-day stock transfer processing. Useful for agents who charge presentor fees or frequently process exchanges and splits.

 

 
 
Debt Reports

 

Registered Debt - Reports specifically oriented toward processing debt, typically municipal bonds. Examples of debt service and amortization schedules are included.

Bearer Bonds - Useful for organizations that still process bearer bond and coupon payments.

Fee Billing - Comprehensive reports illustrating fee bill capabilities.