Reports
Comprehensive reporting suite providing asset ownership tracking, investor insights, transaction history, and tax/compliance documentation for securities issuers.
- Reports and AnalyticsCuspy provides a comprehensive suite of reports, giving you a complete 360-degree view of your assets and investors.
- Security Register ReportRegistered holders and their ownership details for selected security classes on the specified date.
- Cash Register ReportCash balances held by registered holders on the specified date along with their ownership details.
- Security Restriction ReportA consolidated view of security restrictions across all or selected rules and investor accounts. Select an as-of date to monitor current status or trace historical restriction and release activity.
- Security Transaction ReportHistorical transactions within a specified period for the selected security classes.
- Cash Transaction ReportCash transaction history within a specified period.
- Issued Capital Report
- Top Holder ReportIdentifies the top shareholders within the selected security class(es), ranked by their share of the total issued capital.