By embedding our shareholder communications system into your website, you provide a seamless experience to your clients. Employ our unparalleled operational tracking system to quickly and easily track the delivery of materials.

INVeSHARE’s economic model improves cost recovery on the delivery of proxy materials and reduces the cost of prospectus delivery. Take advantage of our fixed rate program that provides one rate for printed prospectus delivery and one rate for electronic delivery.

Lead by a team of industry experts, our experienced Operations & Technology group has spent years successfully delivering shareholder communications accurately and on-time—in full compliance with all rules and regulations.

INVeSHARE’s integrated and fully compliant solutions provide an improved delivery model for the distribution of shareholder materials—electronically or via print—and a greatly enhanced economic model for the broker dealer.

Proxy

Easily manage and monitor proxy communications, meet EBIP requirements, reduce risk and improve efficiency.

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Prospectus

Ensure compliance by distributing prospectus, mutual fund and regulatory materials to shareholders, in print or electronic format.

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Corporate Actions

Quickly communicate voluntary corporate action events to beneficial shareholders, via print or electronic format.

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