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.