While you focus on your areas of expertise, we enhance your brand by providing your institutional clients with a proxy management platform that integrates meeting notices, on-line shareholder material, workflow management, free Internet voting and electronic access to multi-media communication from both company management and dissident shareholders.

But we want to do much more than just help your clients fulfill their obligations, we want to help your operations team with theirs. So, we’ve developed a compliance portal so you can supervise the entire proxy process online from verifying distribution and viewing corporate action notifications to accessing all client votes in real time.

If offering your institutional clients a superior delivery and voting experience while enhancing your compliance process is something that interests you, visit our Solutions area. To learn more contact Pat Chappell.