• Support T+1 processing and the push for real-time
• Run systems and monitor risk across the full lifecycle with a standardized data set.
• Service your clients more quickly with a single stream of real-time data.
• Achieve superior coverage for all securities.
• Deliver investment performance with consolidated data.
• Leverage AI to transform data into actionable business insights.

Components: Reference Data, Real-time Positions

Transform data into actionable insight.

• Comprehensive real-time event data for decision-making and automated election processing.
• Increase investor engagement and easily handle complex events.
• Increase STP and let the work find the user with real-time workflows.
• Reduce risk with comprehensive dashboards across all locations and regions.
• Streamline asset recovery.

Components: Corporate Actions, Claims Management, Advisor and Client Communications, Class Actions

Streamline your corporate actions.

• Build compliance confidence with the market-leading correction rates.
• Increase payment and reconciliation accuracy and leverage superior tax withholding and cost basis data.
• Streamline asset recovery and ensure that intercompany claims correctly pair off.
• Control payments with automatic payment matching and thresholds.

Components: Tax Withholding, Cost Basis Management, Income Processing, Re-claims

Comply with confidence.

• Leverage a complete, secure, and accurate turnkey solution.
• Drive accuracy with industry-leading, golden source information.
• Operate with comprehensive management of investor notifications and elections.
• Stay compliant and automate daily operations, internally and with third parties.
• Eliminate manual data entry and reconciliations.

Components: Shareholder Disclosure, Proxy Voting, Proxy Notifications, Proxy Reporting

Maximize shareholder engagement and response.

• Superior reporting with the most comprehensive data and scale, and the lowest rate of corrections.
• Enhanced investor experience with real-time data, flexible corrections management, and on-demand tax documents.
• Obtain consents, manage preferences, and archive documents.
• Deliver fully-integrated omnichannel electronic/print communications.
• Shadow your administrator’s reports and calculations and apply next-best-action insights. 

Components: Tax Reporting, Regulatory Reporting, Performance Reporting, Analytics and Insights

Improve reporting on every front.