Shareholder Management
Keep Shareholders Engaged and Confident
The All-In-One KoreConX Platform sets the new standard for shareholder management through transparency, compliance, and shareholder confidence. With all information for shareholder management in one place, KoreConX eliminates the need for multiple, out of sync programs like Excel, CRM, or email programs.
Simplify Shareholder Management with KoreConX
Secure
Confidently store important shareholder documents safely and securely. All the data is kept safe, ready for whenever it's needed, and can be accessed only by authorized parties.
Integrated
Within the All-In-One Platform, KoreConX allows private companies to manage shareholders efficiently.
Engaging
Encourage and engage shareholders by providing them a portfolio management platform to participate and feel confident in the company.
Shareholder Communications
Manage communication and easily report to shareholders
Simplify reporting
Through the All-In-One Platform, easily keep track of what documents each shareholder has received and viewed for easier compliance. Without the need for another system, companies are empowered to track engagement through records for regulatory audits generated within the platform
Build relationships
Through their portfolio, shareholders can send and receive messages, allowing them and the company to track all essential communications. View detailed shareholder information such as the number and types of shares they own, one-on-one meetings, and contact details so that your company can build better relationships with its shareholders.
Shareholder Meetings
Efficiently manage shareholder meetings
Hassle-free meetings
Eliminate the hassle of planning meetings by preparing and disseminating information to shareholders directly through the platform. Easily schedule and manage shareholder meetings (AGMs, Special Shareholder Meetings, One-on-Ones).
Offer eVoting
For shareholders unable to attend meetings in person, allow them to remain engaged with company growth by offering them the ability to eVote online. Both neutral and secure, companies are then able to audit every vote cast.
Private Label
Match your company’s logo and colors
Branded platform for shareholders
Allow your shareholders to log into their portfolio with a personalized URL, complete with your company’s colors and logo to match the look and feel of your brand.
