Proxy

INVeSHARE’s innovative proxy solutions feature powerful tools that reduce risk, manage compliance, reinforce your brand with shareholders and improve efficiency. We are committed to providing excellent service and flexible solutions that can be tailored to each client. Additionally, our proxy solutions include householding, suppression and increased cost recovery.

Distribution

Our solutions improve the process of delivering proxy to shareholders via print or electronic format. Using our advanced tools, you can easily monitor the status of compliance mailings for upcoming events, and identify eligible voters to ensure they receive the right materials.

Most important, your regulatory requirements are in good hands. We have extensive controls and testing for quality assurance and data security.

Investor Portal

Give clients access to shareholder materials and voting capabilities right from your website. The embedded Investor Portal meets Enhanced Brokers’ Internet Platform (EBIP) requirements and helps reinforce your brand with clients.

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.

Managed Accounts Dashboard

Provide investment managers with a simple and convenient tool to vote their proxies. Managers can vote via an aggregated ballot or individual account basis, access a forward looking calendar of upcoming proxy events and view historical vote records.

Vote From EmailTM

Let shareholders easily and securely submit their vote from their email. Our patent-pending proxy voting email feature authenticates the shareholder, displays the ballot and allows secure voting from within the email.

Online Voting Portal

Give shareholders who receive hard copy proxy materials and ballots the option to vote online. Shareholders use their ballot control number to access an electronic version of their paper ballot and submit their vote online. They also have access to the more traditional voting methods of returning by mail or voting by telephone.