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Today’s financial organizations have many sophisticated and demanding audiences: institutional investors, clearing operations, hedge funds, etc.,
each with unique requirements and needs. This significantly increases the operational complexity for proxy delivery and vote processing.
Additionally, the fulfillment of proxy delivery
and voting responsibilities is receiving unprecedented
scrutiny; fines for overvoting or insufficient delivery
of materials are increasing in amount and frequency.
Swingvote's Custodian Solution provides a
complete tool set designed to turn your "fiduciary
obligation to deliver" into a valuable client service
by giving you the ability to:
- Streamline
the voting process for your Institutional investors
and Plan Sponsors
- Supply
electronic client access to multimedia messages from
management or dissidents
- Provide
your Operations Department a better mechanism to track
the entire proxy process
- Verify
all distribution with detailed delivery tracking including
method, date/time stamps, etc.
- Track
latest client access to electronic voting platform
- View
all votes in real time
The
Swingvote Custodial Solution enhances your valuable brand
by providing your clients with state of the art proxy
delivery and voting tools and your staff with easy-to-use,
real time information. Best of all, we provide this valuable
technology to you at no cost.
Custodian Solution Suite Features
- Supervise
the entire proxy process online
- Verify
all proxy material distribution (paper or electronic)
- Access
all client votes in real time
- Set
default voting for un-voted shares
- View
all corporate action notifications
Benefits to Institutional clients
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Free state-of-the-art Internet management platform
with integrated meeting notices, on-line shareholder
material, and workflow management
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Electronic access to communication from both company
management and dissident shareholders
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Voting policy templates
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Auto-voting according to policy
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Final vote results
The Swingvote Custodial Solution enhances your brand by providing your clients with state of the art proxy delivery and voting tools and your staff with easy-to-use, real time information. Best of all, we provide this valuable technology to you at no cost. If you would like a personal demonstration or require additional information, please contact us at 1-866-258-6028
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Solutions
