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 monitor the delivery of materials.

Our unique distribution model and cutting-edge technology enable significant efficiencies in processing, production and delivery. Our fully integrated fulfillment solutions meet compliance requirements and maximize your return.

We place a high priority on attentive client service, regardless of your company’s size. Our experienced team will assist you in maintaining compliance and providing your clients with superior client service.

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.


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

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Prospectus, Mutual Funds & Regulatory

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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