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Intermediary Proxy Services

Consent Collection

A compliance solution to manage consent forms of investors enrolled in electronic communication delivery

End-­to-­End Confirmation

fully integrated solution for vote confirmation

Mailbox Solutions

Mailbox solutions that increase visibility to keep you and your clients thoroughly informed of all investor communications.

Managed & Exception Account Processing

A processing solution to aggregate multiple positions into a single record for simplified voting.

A proxy productivity tool to support our intermediary clients


Online portal for shareholder proxy voting making it easier to vote shares online

Reorganization Communication Services

A cost-effective solution to maintain compliance and notify shareholders during corporate and class action events.