Simplify. Save time. Succeed.
Granite shareholder management software streamlines the complexity of managing detailed shareholder records and the processes necessary to effectively accomplish tasks related to ANCSA corporation business processes and shareholder engagement. The Granite system effortlessly tracks and manages stock certificates, processes shareholder distributions and generates statistical reports with built-in tools that accurately accomplish objectives while saving staff time.
Track shareholder certificates
Process dividend distributions
Generate statistical reports
Tried. Tested. True.
Granite puts rock-solid shareholder management technology at your fingertips so your records and transactions are secure, accurate and compliant. Cook Inlet Region, Inc.—an Alaska Native regional corporation—created Granite to comply with the specific requirements of the Alaska Native Claims Settlement Act (ANCSA). Granite software incorporates input validation and wizards to streamline data entry and ensure accuracy, and provides flexible access to the data through extensive reporting features.
Developed by CIRI’s shareholder relations team, who uses the system every day, Granite shareholder management software is used by other Alaska Native corporation as well. Granite has undergone extensive testing and refinement to deliver a robust, fault-tolerant system within which records staff may efficiently accomplish tasks related to ANCSA corporation business processes and shareholder engagement. Granite software empowers records personnel to easily manage shareholder data and swiftly complete complex certificate and payment processes. The role-based security architecture ensures data integrity and controlled access to sensitive information.
Major System Components
Granite shareholder management software is a modular system designed to simplify today’s most common ANCSA shareholder transactions while providing the flexibility to meet company-specific needs. Granite is a modular software system designed to track and manage a variety of records and processes
Entity
Contains information on shareholders and on individuals who have some relevant relationship to shareholders, such as stock custodians. Supports easy and accurate entry of individual shareholder data and displays user alerts in certain circumstances (e.g., no stock will on file, stale-dated payments, etc.). Users can also store electronic documents, scan returned mail and generate shareholder dividend confirmations. Stock will tracking and tools aid in the efficient administration and settlement of stock estates.
Certificates
Track who owns (or owned) shares, and the assignment of rights associated with those shares. Effortlessly transfer shares via estate settlement, inter vivos gifting, minor reach majority and other wizards that incorporate business rules for the various transfer types. Drill-down views enable user to discern the source or disposition of shares, along with any fiduciary information.
Payments
Process dividends and distributions, including both share-based payments, such as dividends and resource revenue distributions, and per capita payments, such as Elders’ payments. Supports direct deposit and multiple source bank accounts, and provides for monetary estate settlements and other types of reissued payments. Deductions allow master entry of across-the-board deductions, or individual shareholder entry, and provide for prioritization of multiple withholdings. Annual check functionality affords option for liabilities generated in connection with owners of small share amounts to be held and paid annually. Entity payment screen allows users to view individual payment history when talking to shareholders.
Reports
Quickly generate a statistical and other reports. Users may choose from a variety of pre-defined reports or develop ad-hoc reports for specific tasks or planning purposes.
Events
Track RSVPs and attendance at shareholder events. Facilitates creation of date of record files and association mailing lists, as well as efficient event registration Supports tabulation of proxy and ballot votes.
Admin
Granite’s administrative tasks are separated into three panes—Business Operations, Systems Settings and Security, so users can perform tasks such as generating data for IRS Forms 1099 and shareholder ID card mailings, and administrators can set system parameters, edit table types or assign role-based user permissions.
“Granite is the result of years of testing and refinement. In the end, RDI has helped CIRI create the most robust shareholder management system in Alaska, specifically crafted to meet the needs of ANCSA corporations.”
Jim Rogers
President of Resource Data, Inc.
President of Resource Data, Inc.
The technology
Granite is built with the power and flexibility of Microsoft software including database, application and reporting tools. Granite conforms to an industry-standard, n-tier framework approach that divides the system into horizontal slices representing logical layers for data access, business logic and presentation. Granite’s software code and documentation allow programmers to understand, use, support and modify the system internally.
Users access the system via a role-based security architecture that ensures data integrity by providing granular access to sensitive information. If desired, stand-alone, limited views may be created for related entities, such as affiliated nonprofit organizations that need to verify eligibility for services.
Initial training is provided to in-house staff to facilitate ongoing maintenance and support. Granite licensees continue to receive system support and upgrades following setup.
About Granite
Granite puts rock-solid shareholder management technology at your fingertips so your records and transactions are secure, accurate and compliant. Cook Inlet Region, Inc. – an Alaska Native regional corporation based in Anchorage, Alaska – created Granite to comply with the specific requirements of the Alaska Native Claims Settlement Act (ANCSA). Granite software incorporates input validation and wizards to streamline data entry and ensure accuracy, and provides flexible access to the data through extensive reporting features.
Developed by a shareholder relations team who uses the system every day, Granite has undergone extensive testing and refinement to deliver a robust, fault-tolerant system within which records staff may efficiently accomplish tasks related to ANCSA corporation business processes and shareholder engagement. The system empowers records personnel to easily manage shareholder data and swiftly complete complex certificate and payment processes.
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