Corporate Actions

INVeSHARE will work with you to help ensure that shareholders are promptly notified of voluntary corporate action events. We receive voluntary event notifications from our network of sources and quickly distribute them to impacted shareholders, via print or electronic format. We will also print your broker-specific letter and ship it with official offer materials in a timely manner.

A digital image of all materials will be available online for your shareholders and your team to access at their convenience.

Investor Portal

Give your clients direct access to corporate actions and other shareholder communications from your website. Our Investor Portal meets Enhanced Brokers’ Internet Platform (EBIP) requirements by embedding our technology into your website, reinforcing your brand and reducing costs.

Operations Dashboard

Gain a clear, concise view of the electronic and hard copy communications delivered to clients. On one screen, operations teams can quickly and easily monitor the status of communications, review alerts, and address inquiries from shareholders. This customizable platform increases the efficiency of operations staff.

Advisor Dashboard

Get a holistic view of communications sent to an Advisor’s clients, access a calendar of upcoming events and respond to client inquiries.