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Relationship Capital

In minutes upload historical shareholder records and pull out global reports of who owns your shares. View reports by shareholder demographic and geographic region. Fully compatible with your market data feeds and intermediary shareholder records. A dedicated team of analysts work hand-in-hand with your organization to plan and execute on engagement objects - for both institutional and retail shareholder campaigns.

Available Reports

  • Global Shareholder ID
  • Top Holder Report
  • Corporate Development
  • Geographic Marketing

Electronic Communications

  • Notice & Access hosted proxy site
  • Electronic delivery of material shareholder information
  • Engagement Analytics
  • Contact look-up services for retail shareholders

Proxy Management

Maintain a detailed historical record of all shareholder communications activity. CRM integration available to issuers and proxy advisory firms.