Shareholders
Management

General Activities:

  • Records management
  • Financial management
  • Correspondence & communications
  • Elections and voting
  • Business rules architecture
  • Workflow management
  • Business reports
  • Shareholders relationships management
  • Shareholders engagement management
  • Objectives management
  • Expectations management
  • Shareholders’ advisers management

Control:

  • Shareholder information
  • Stock certificate history
  • Dividend distributions
  • Account reconciliation
  • Election administration
  • Mailing list(s) handling
  • Document management