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| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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User-friendly self-service tools make Form N-PX creation easy. Automated proposal categorization, easily import fund and account level voting details and export in EDGAR-ready XML format.
Simplify fund family and account group setup. Use the search function to quickly locate and manage accounts. Easily filter and download data.
Automatically collect total shares on loan from Brokers and Custodians, or upload your own data. Form N-PX includes both total shares voted and shares out on loan.
Access fund-specific and account-level voting records, including votes cast by multiple underlying investment advisors or other third-party entities.
Run reports for specific funds or accounts. Pull necessary account data for new SEC reporting needs, including Say-on-Pay proposals, Vote Summary and Series & Classes. Select the current N-PX reporting period or a custom date range.
Simplify management of the disclosure process with a budget-friendly solution tailored to the needs of your firm. Choose from three service levels, from vote history to SEC filing to web disclosure.
Execute votes that reflect your firm’s values—faster and more efficiently than ever before.
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Gain the intelligence you need to make informed decisions about shares out on loan.
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Handle class actions and collective redress asset recovery opportunities with confidence.
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Gain unmatched flexibility and control with automated workflows, rules-based vote execution and on-demand reporting.
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Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
