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Stockholder Software


The Cambridge Stockholder Software gives users the ability to track and manage stockholders, shares, book entry, and certificates. Manage and pay Dividends/Distributions via ACH and direct deposit. Users can print and process 1099-DIV’s, 1099-B’s, 1099-MISC (Director’s fees), create reports for K-1 processing, bookkeeping, and audits. Labels and letters can be printed at any time, or even create your own custom report with your own chosen fields. Your data can be converted from your current program eliminating hours of re-keying. Easy navigation and intuitive views streamline the stockholder process while handling all precise calculations for you.

Program Highlights

Click on a tab below to learn more about the program highlights. 


As you will see on the main reports menu, there are numerous reports within the Cambridge Stockholder program.  Within each report there are additional options to refine it. Outside of the pre-set reports, the program has a report creator where you can create unique reports from data you choose.  All of these reports can be viewed on screen, then printed or exported into Excel, PDF or Word formats for future viewing.

Click on a button below to learn more about the reports. 


Click on a tab below to view various program screenshots 

Main Menu

The Cambridge Stockholder Software main menu is divided into sections by management area. Each section has a sub-menu which provides access to the program’s input screens for managing stockholder data, reports, and administration.mainmenumainscreen


Click on a tab below to observe answers to our most frequently asked questions 



CAMELS Consulting Group: Dedicated to Helping Banks Increase Shareholder Value

CAMELS Consulting Group (CAMELS) is dedicated to supporting the expansion of shareholder wealth, capital placement, and providing innovative solutions that increase the stock liquidity of both privately-held and publicly-traded community banks. 

The focus of CAMELS is clear: To reinvent the shareholder base of banking institutions thereby preparing them to be more effective in shareholder succession planning, future capital offerings, strengthening multiples, and driving greater organic growth.

CAMELS’ approach to increasing shareholder value is built on more than three decades of bank management experience and encompasses: a deep understanding of how to meet investor expectations through shareholder-specific product introductions; proven dividend strategies; corporate governance reviews; and the reconnection of banks to their communities.  

Utilizing Cambridge-Technologies shareholder accounting system, CAMELS recently introduced CAMELS Self-Directed IRA Resource Center, which allows bank investors to utilize their long-term retirement dollars for the purchase of long-term hold associated with privately held community bank stock. 

Click on a tab below for more CAMELS information 


Our annual update for the 2023 tax year for current customers is ready! 


Free Demo

We offer a free 45 day demo of the Stockholder Software, available upon request. Contact us at 618-594-3274 to speak to a representative and get the password to download below or email for more information. 

Associate Member of Community Bankers Association of Illinois