Stock Management Features That Work

  • Manage company stock in one place

    With SOLO, there’s no need to sift through multiple spreadsheets and files to find the information that you need. SOLO’s dashboard shows it all at a glance, including alerts when urgent attention is needed.

  • Issue stocks, options, notes, and more

    Legally issue and transfer electronic shares directly from SOLO’s online platform. SOLO also handles dividend payouts and stock splits and can also send new stock offers to investors.

  • Create and send printed certificates

    Design custom share certificates in minutes with SOLO’s free templates. Order printed certificates on-demand for $20 each (plus shipping). We’ll take care of the printing, packaging, and shipping.

  • Generate accurate reports instantly

    Don’t rely on outdated spreadsheets to track shares, company ownership , and equity. SOLO automatically retrieves information from your account to create downloadable PDF and Excel reports instantly.

  • Get technical support at the Help Desk

    Technical support is included with your SOLO account at no extra charge. Send questions to the SOLO support team and track requests at the SOLO Help Desk.

Quick Product Overview

Issue shares and documents electronically

Issue shares and documents electronically

SOLO handles virtually all your stock transfer and management needs.

Create detailed reports

Create detailed reports

SOLO can create transaction, percent ownership, and other shareholder reports with just a few clicks.

Communicate with shareholders

Communicate with shareholders

Shareholders can create free SOLO accounts to view ownership reports and access company documents and news.

Manage shares from one dashboard

Manage everything from one dashboard

SOLO is an all-in-one tool that gives you the power of a full-service stock transfer agent.

Access Solo from anywhere

Access SOLO from anywhere

Use SOLO on any device with an internet connection. Easy log in from your web browser. No downloads needed.

Live, U.S-based customer support

Live, U.S.-based customer support

Our customer support team is based in our Portland, Oregon headquarters where SOLO is developed and updated

Full Features List

Start managing your shares, options and notes today.