90% faster registry updates
AI agent for Transfer Agents
From manual registry updates to automated accuracy
Delegate shareholder registry maintenance to a specialized AI agent. It processes trade notifications, validates legal transfers, updates ownership records, and maintains complete audit trails, allowing your transfer agent team to focus on complex transactions and shareholder services.
Ideal for
Transfer Agents
Fund Administrators
Registrar Services
See AI agent for Transfer Agents in action
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See AI agent for Transfer Agents in action
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See AI agent for Transfer Agents in action
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Trade Notification Processing
See AI agent for Transfer Agents in action
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Time comparison
Time comparison
Traditional way
3-5 hours per batch
With V7 Go agents
15-20 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Trade Processing
Extracts transaction details from broker confirmations, DTC notifications, and transfer forms to update shareholder records without manual data entry.
Automated Trade Processing
Extracts transaction details from broker confirmations, DTC notifications, and transfer forms to update shareholder records without manual data entry.
Automated Trade Processing
Extracts transaction details from broker confirmations, DTC notifications, and transfer forms to update shareholder records without manual data entry.
Automated Trade Processing
Extracts transaction details from broker confirmations, DTC notifications, and transfer forms to update shareholder records without manual data entry.
Ownership Validation
Cross-references incoming transfers against current registry positions, flagging discrepancies in share quantities, certificate numbers, or beneficial ownership structures.
Ownership Validation
Cross-references incoming transfers against current registry positions, flagging discrepancies in share quantities, certificate numbers, or beneficial ownership structures.
Ownership Validation
Cross-references incoming transfers against current registry positions, flagging discrepancies in share quantities, certificate numbers, or beneficial ownership structures.
Ownership Validation
Cross-references incoming transfers against current registry positions, flagging discrepancies in share quantities, certificate numbers, or beneficial ownership structures.
Legal Transfer Verification
Validates estate transfers, court orders, and corporate actions against required documentation, ensuring compliance with transfer requirements before registry updates.
Legal Transfer Verification
Validates estate transfers, court orders, and corporate actions against required documentation, ensuring compliance with transfer requirements before registry updates.
Legal Transfer Verification
Validates estate transfers, court orders, and corporate actions against required documentation, ensuring compliance with transfer requirements before registry updates.
Legal Transfer Verification
Validates estate transfers, court orders, and corporate actions against required documentation, ensuring compliance with transfer requirements before registry updates.
Multi-System Synchronization
Updates shareholder records across registry systems, dividend payment platforms, and proxy voting databases simultaneously, maintaining data consistency.
Multi-System Synchronization
Updates shareholder records across registry systems, dividend payment platforms, and proxy voting databases simultaneously, maintaining data consistency.
Multi-System Synchronization
Updates shareholder records across registry systems, dividend payment platforms, and proxy voting databases simultaneously, maintaining data consistency.
Multi-System Synchronization
Updates shareholder records across registry systems, dividend payment platforms, and proxy voting databases simultaneously, maintaining data consistency.
Exception Identification
Automatically identifies transactions requiring manual review, such as restricted stock transfers, medallion guarantee issues, or complex beneficial ownership changes.
Exception Identification
Automatically identifies transactions requiring manual review, such as restricted stock transfers, medallion guarantee issues, or complex beneficial ownership changes.
Exception Identification
Automatically identifies transactions requiring manual review, such as restricted stock transfers, medallion guarantee issues, or complex beneficial ownership changes.
Exception Identification
Automatically identifies transactions requiring manual review, such as restricted stock transfers, medallion guarantee issues, or complex beneficial ownership changes.
Complete Audit Trail
Creates detailed transaction logs with source document citations for every registry change, supporting regulatory audits and shareholder inquiries.
Complete Audit Trail
Creates detailed transaction logs with source document citations for every registry change, supporting regulatory audits and shareholder inquiries.
Complete Audit Trail
Creates detailed transaction logs with source document citations for every registry change, supporting regulatory audits and shareholder inquiries.
Complete Audit Trail
Creates detailed transaction logs with source document citations for every registry change, supporting regulatory audits and shareholder inquiries.
Processes all transfer documentation
To maintain accurate shareholder registries.
Get started
Get started
Import your files
Microsoft Excel
,
Salesforce
,
Microsoft Sharepoint Online
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your transfer workflows.
Connect AI to your transfer workflows.
Turn trade notifications into accurate registry updates automatically.
Turn trade notifications into accurate registry updates automatically.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Transfer documentation arrives in countless formats. This agent handles DTC notifications, broker confirmations, legal transfer forms, estate documents, and court orders regardless of layout or structure.
Input types
50+ languages
Handwritten Forms
200 pages
Multi-modal
Document types
PDFs
Faxed Documents
Complex Tables
Scanned Forms
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Transfer documentation arrives in countless formats. This agent handles DTC notifications, broker confirmations, legal transfer forms, estate documents, and court orders regardless of layout or structure.
Input types
50+ languages
Handwritten Forms
200 pages
Multi-modal
Document types
PDFs
Faxed Documents
Complex Tables
Scanned Forms
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Transfer documentation arrives in countless formats. This agent handles DTC notifications, broker confirmations, legal transfer forms, estate documents, and court orders regardless of layout or structure.
Input types
50+ languages
Handwritten Forms
200 pages
Multi-modal
Document types
PDFs
Faxed Documents
Complex Tables
Scanned Forms
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Registry accuracy is non-negotiable. The agent uses multi-step validation to ensure share quantities, certificate numbers, and ownership details are extracted with precision, preventing costly registry errors.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Registry accuracy is non-negotiable. The agent uses multi-step validation to ensure share quantities, certificate numbers, and ownership details are extracted with precision, preventing costly registry errors.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Registry accuracy is non-negotiable. The agent uses multi-step validation to ensure share quantities, certificate numbers, and ownership details are extracted with precision, preventing costly registry errors.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every registry update is verifiable. Each extracted data point is visually linked to its source in the transfer documentation, creating an audit trail that satisfies regulatory requirements and shareholder inquiries.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every registry update is verifiable. Each extracted data point is visually linked to its source in the transfer documentation, creating an audit trail that satisfies regulatory requirements and shareholder inquiries.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every registry update is verifiable. Each extracted data point is visually linked to its source in the transfer documentation, creating an audit trail that satisfies regulatory requirements and shareholder inquiries.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Shareholder records contain sensitive personal and financial information. V7 Go processes all transfer documentation within your secure environment, ensuring compliance with data privacy regulations and industry standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Shareholder records contain sensitive personal and financial information. V7 Go processes all transfer documentation within your secure environment, ensuring compliance with data privacy regulations and industry standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Shareholder records contain sensitive personal and financial information. V7 Go processes all transfer documentation within your secure environment, ensuring compliance with data privacy regulations and industry standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Transfer Agents
How does the agent handle different transfer notification formats?
The agent processes notifications from multiple sources including DTC, broker confirmations, legal transfer forms, and estate documents. It adapts to varying formats and extracts the required data points regardless of document structure.
+
How does the agent handle different transfer notification formats?
The agent processes notifications from multiple sources including DTC, broker confirmations, legal transfer forms, and estate documents. It adapts to varying formats and extracts the required data points regardless of document structure.
+
How does the agent handle different transfer notification formats?
The agent processes notifications from multiple sources including DTC, broker confirmations, legal transfer forms, and estate documents. It adapts to varying formats and extracts the required data points regardless of document structure.
+
Can it validate transfers against transfer restrictions?
Yes. The agent checks incoming transfers against your Knowledge Hub of transfer restrictions, including lock-up periods, accredited investor requirements, and regulatory holding periods, flagging any violations before processing.
+
Can it validate transfers against transfer restrictions?
Yes. The agent checks incoming transfers against your Knowledge Hub of transfer restrictions, including lock-up periods, accredited investor requirements, and regulatory holding periods, flagging any violations before processing.
+
Can it validate transfers against transfer restrictions?
Yes. The agent checks incoming transfers against your Knowledge Hub of transfer restrictions, including lock-up periods, accredited investor requirements, and regulatory holding periods, flagging any violations before processing.
+
How does it handle beneficial ownership tracking?
The agent maintains both registered and beneficial ownership records, processing Schedule 13D/G filings and institutional holder reports to track ultimate beneficial owners while updating the official registry.
+
How does it handle beneficial ownership tracking?
The agent maintains both registered and beneficial ownership records, processing Schedule 13D/G filings and institutional holder reports to track ultimate beneficial owners while updating the official registry.
+
How does it handle beneficial ownership tracking?
The agent maintains both registered and beneficial ownership records, processing Schedule 13D/G filings and institutional holder reports to track ultimate beneficial owners while updating the official registry.
+
What happens with transactions that require manual review?
The agent automatically routes complex transactions to your team with a summary of the issue, relevant documentation, and suggested resolution steps. It tracks these exceptions until manual processing is complete.
+
What happens with transactions that require manual review?
The agent automatically routes complex transactions to your team with a summary of the issue, relevant documentation, and suggested resolution steps. It tracks these exceptions until manual processing is complete.
+
What happens with transactions that require manual review?
The agent automatically routes complex transactions to your team with a summary of the issue, relevant documentation, and suggested resolution steps. It tracks these exceptions until manual processing is complete.
+
How does it ensure data accuracy in registry updates?
Every extracted data point is verified against multiple sources and cross-checked with existing registry records. The agent uses Visual Grounding to link each update back to the source document, creating a verifiable audit trail.
+
How does it ensure data accuracy in registry updates?
Every extracted data point is verified against multiple sources and cross-checked with existing registry records. The agent uses Visual Grounding to link each update back to the source document, creating a verifiable audit trail.
+
How does it ensure data accuracy in registry updates?
Every extracted data point is verified against multiple sources and cross-checked with existing registry records. The agent uses Visual Grounding to link each update back to the source document, creating a verifiable audit trail.
+
Can it integrate with our existing transfer agent system?
Yes. The agent outputs data in formats compatible with major transfer agent platforms including Computershare, AST, and EQ. It can also integrate directly via API to update records in real-time.
+
Can it integrate with our existing transfer agent system?
Yes. The agent outputs data in formats compatible with major transfer agent platforms including Computershare, AST, and EQ. It can also integrate directly via API to update records in real-time.
+
Can it integrate with our existing transfer agent system?
Yes. The agent outputs data in formats compatible with major transfer agent platforms including Computershare, AST, and EQ. It can also integrate directly via API to update records in real-time.
+
Next steps
Next steps
Still manually entering trade confirmations into your registry?
Send us a batch of your trade notifications and transfer forms. We'll show you how our AI agent can process them in minutes with complete accuracy.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: