Downloadable & Customization Stock Certificates  
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Stock Certificate Administration FAQ

Stock Certificate Administration Software

What is the purpose of the software?
This software was designed for a very specific reason, to help small to midsized businesses with their stock certificate administration.  Large companies have transfer agents that record transactions and monitor the status of the certificates.  This is cost prohibitive for smaller firms, yet many of the tasks are required for any firm that issues stock.  The Peak Strategy Stock Certificate Administration software eliminates the administrative burden of manually tracking and recording stock certificates.  Produce reports, create automated stock certificates, run shareholder statements, secure the information in a safe, reliable database.

What is the difference between the trial and purchased version?
The trial has the full functionality of the purchased version. The only items that will not be visible on the trial version are the over $300 in FREE bonus items and the ability to change passwords and print certificates.

What are the system requirements?
The system was developed in Microsoft Access however, the program is not required to run the software.  The system is capable of running on any Microsoft Operating system including Vista or XP, you will need 109mb of hard disk space.  The software is very intuitive and requires no previous experience with any other types of programs.

How will I know that this program will meet my needs?
All you have to do is spend some time on the trial version it contains most of the features of the purchased version.

Who will benefit from the software?
Small to midsized firms and Lawyers and CPAs who administer stock programs for their clients.

Does the software store information on the internet?
No, for security reasons the software stores the information on the proprietary database that is part of the software.

Does the software automatically complete the information required to print a stock certificate?
Yes, we offer six different stock certificates. Each is customized based on the information contained in the software and are ready to print with a push of a button.

Can I import or export information into or out of the system?
Yes, you can do both as well as export pre-designed reports.

Can I install the software on more than one PC?
Yes you may install it on more than one PC providing that the PCs belong to the same individual.  Otherwise you must purchase an additional license.

Is the program easy to install and uninstall?
Yes you follow a series of prompts to install the program through the installation wizard.  To uninstall the program you go through the normal uninstall application commands that you use for any other program.

What if I need help?
We have a written a comprehensive help guide to aid you in administering your certificates, however if you have any questions, please contact us.