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

Give shareholders access to important information and voting capabilities right from your website. Let us manage the warehousing, printing and timely distribution of your hard copy mailings.

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Prospectus

Ensure regulatory compliance by quickly distributing a prospectus and accompanying materials, electronically or via print format, to new shareholders.

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Corporate Actions

Easily communicate all voluntary corporate action events to beneficial shareholders. Print your broker-specific letter and ship it with official offer materials in a timely manner.

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