Transforming the client experience

Intuitive navigation and one-click access to real-time shareholder data and analytics; enhanced search capabilities enable streamlined access to the information clients need.

Our reporting module features interactive, customizable data views with extensive filtering options. Clients have access to the most frequently requested, up-to-date reports across multiple date ranges, along with shareholder analytics, trend analysis and visualizations.

Personalize how you view data and analytics through configurable settings that tailor the dashboard to your needs. Arrange interactive tiles — such as holder details, capital breakdowns, work requests, dividends, and more — to give you a clear view of the information that matters most to you.

Easy authentication gets all your participants, including beneficial owners, connected quickly with a unique control number tied to their vote entitlement. Our user interface allows shareholders to intuitively cast votes and ask questions.

Choose video or audio-only, with or without presentation deck. Presenters can join the meeting together from a specific location or remotely from anywhere around the globe. Showcase the meeting with your brand. Add pre-recorded video and speaker bios with photos. Leverages AI closed captioning to improve accessibility.

Access to all meeting information on one screen. Q&A moderation tools allow you to queue questions by topic and control prioritization. Your chair can access a view to communicate questions or other information during the meeting while moderators can chat with colleagues and support staff.

Digital voting in real time, including on-screen voting results. Final tabulation results and meeting reporting are available immediately. Use Computershare for tabulation and your relationship manager acts as your inspector of election.

Your data and shareholder records remain securely within our systems, ensuring safe online voting and a reliable source of truth.