Shareholder Management

For joint-stock companies, managing shareholder information, changes in share ownership, share issuance, dividend payments, and organizing the General Meeting of Shareholders always demands accuracy and transparency. Yet many enterprises still store data in Excel or across several separate systems, making information updates slow, error-prone, and hard to audit for transaction history.

The Shareholder Management software within the SIS ERP SME ecosystem was developed to digitize the entire shareholder-management process on a single, unified platform. From managing shareholder records and tracking share-ownership changes to share issuance, pre-emptive rights management, dividend payments, and reporting for the board of directors — everything is handled centrally and updated in real time.

Why does an enterprise need shareholder management software?

As the number of shareholders grows and share issuance and transfer activity becomes more frequent, manual management creates many difficulties, such as:

• Shareholder records are scattered and hard to look up.
• Hard to track ownership and transfer history.
• Calculating and paying dividends takes a lot of time.
• Hard to control pre-emptive rights during share issuances.
• Lack of consolidated reports for the board of directors.
• Errors are easy to make when organizing the General Meeting of Shareholders.

An ERP-based shareholder management solution helps an enterprise manage all shareholder data on a single system, while linking with the finance, accounting, and corporate governance modules to ensure the data stays synchronized and accurate.

Standout features of SIS ERP SME Shareholder Management software

Centralized management of all shareholder information

The system helps an enterprise build a complete, centralized shareholder database.

An enterprise can manage:

• Individual or organizational information
• Shareholder groups
• Internal shareholders
• Corporate shareholders
• Foreign shareholders
• Contact information
• Share-ownership records

All data is stored centrally, making lookups fast and convenient.

Managing shares and ownership changes

SIS ERP SME supports tracking the entire share-ownership history of each shareholder.

The system allows managing:

• Common shares
• Preferred shares
• Deferred-payment shares
• Number of shares
• Capital contribution date
• Capital contribution value

It also fully logs any changes in the number of shares throughout the enterprise's operations.

Tracking share-transfer history

Every transfer transaction is logged in the system.

The software supports:

• Recording transfer transactions
• Tracking ownership history
• Managing changes in ownership ratio
• Looking up transaction history

This makes it easy for an enterprise to control shareholder changes and ensure transparency in governance.

Supporting share issuance and pre-emptive rights management

During capital-raising rounds, the system helps an enterprise manage the entire share-issuance process.

This includes:

• Creating the issuance list
• Tracking pre-emptive rights
• Managing the issuance quantity
• Tracking the exercise status of pre-emptive rights

Centralized management reduces errors and protects shareholders' interests.

Dividend payment management

SIS ERP SME supports tracking receipts and payments related to shareholders.

An enterprise can:

• Track dividend payment rounds
• Manage capital contributions
• Record incidental receipts and payments
• Reconcile figures with accounting

Information is always kept in sync, helping an enterprise manage cash flow transparently and accurately.

Supporting the General Meeting of Shareholders

The software integrates technology to support organizing the General Meeting of Shareholders.

The system allows:

• Quickly searching shareholder information
• Integrating QR Code for verification
• Checking the attendance list
• Looking up information right at the meeting

This helps an enterprise shorten organizing time and boost professionalism at shareholder meetings.

Multi-dimensional management reporting

The system provides many visual reports to support management.

These include:

• Shareholder list
• Ownership structure
• Shareholder changes
• Share-issuance report
• Transfer report
• Dividend report
• Report by shareholder group
• Report by time period

Data is updated in real time, helping the board of directors make fast, accurate decisions.

A modern management experience on an ERP platform

Beyond shareholder management, the solution is integrated into the SIS ERP SME ecosystem, allowing data to connect with:

• Finance - Accounting
• CRM
• HR
• Contracts
• Task Management
• Management dashboard
• Executive reporting system

All data is synchronized on a single platform, eliminating repeated data entry and reducing operational errors. SIS ERP SME is designed around a comprehensive management model, helping an enterprise standardize processes, automate operations, and connect data between departments.

The solution is suited to:

• Joint-stock companies
• Corporations
• Groups
• Listed enterprises
• Enterprises with many shareholders
• Enterprises expanding their charter capital
• Companies with many member units

After deploying SIS ERP SME Shareholder Management software, an enterprise can:

• Manage all shareholder information on a single, centralized system.
• Fully track ownership and transfer history.
• Manage share issuance and pre-emptive rights transparently.
• Accurately control dividend payments.
• Support organizing the General Meeting of Shareholders professionally.
• Shorten the time needed to compile reports.
• Support the board of directors in making fast decisions with a visual Dashboard system.
• Easily scale and integrate with other ERP modules as the enterprise grows.

If an enterprise is looking for a shareholder management solution that can scale together with a full ERP system, SIS ERP SME is a fitting choice for standardizing shareholder governance, improving transparency, and driving digital transformation.