Computershare 10b5-1 Plan Manager

Do you want to provide premium 10b5-1 trading plan management solutions to top-tier executives? With the confidence and security of Computershare 10b5-1 Plan Manager, you can.

Why risk errors?
The 10b5-1 trading plan market is growing exponentially as many public companies mandate that all of their Insiders now adopt 10b5-1 trading plans. As you market your 10b5-1 management abilities and as companies place trust in your firm to properly execute these plans, will you risk using a manually updated spreadsheet as your only protection against trading errors? In this high liability business, this is simply not sufficient. A single error on a 10b5-1 trading plan can cripple your reputation and cost your firm tens of thousands of dollars.

Welcome
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Scalable technology is the solution!
Computershare 10b5-1 Trading Plan Manager eliminates risk by matching 10b5-1 plan rules with real-time market data. Designated users automatically receive trade notifications, preventing missed trades.

Grow Your Business
Designed to empower users with automation, a small number of users can manage thousands of 10b5-1 plans without risk or error. The web-based platform allows for multiple users to share data instantly and seamlessly in a secure, fully auditable environment.

Ready for more?
Contact a Computershare sales representative directly. Protect your firm today.


Questions? Contact us.
Key Features
  • Eliminate the risk of errors and missed trades with automatic real-time market data monitoring
  • Enter 10b5-1 plans with an easy to use interactive wizard; no more paper files
  • Monitor commission revenues, assets under management, and trade executions with built-in reporting tools
  • Multi-user, web-based application
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