INVeSHARE, Inc.

Description

INVeSHARE, Inc. provides regulated shareholder communications services in the United States of America. The company embeds its technology into broker dealer Websites that allow broker dealers and clearing firms to monitor upcoming events, including annual and special meetings; identify eligible voters and ensure they receive the right materials; publish materials on clients portals and mail shareholders a notification of its availability; deliver various proxy and mutual fund interim mailings, including annual and semi-annual to shareholders electronically or via hard copy; and gather shareholder ballots through electronic, telephonic, and mail voting, as well as supply the results to the issuers tabulator. Its Investor Portal brings together various shareholder communications, such as proxies, meetings, re-org, prospectuses, and interims; Advisor Dashboard allows viewing various distributions, which the company sends on behalf of broker dealers; Compliance Dashboard allows viewing electronic and hard copy communications delivered to account holders; and Online Voting Portal gives shareholders who receive hard copy proxy materials and ballots the option to vote online. The company also offers fixed-rate prospectus management programs, print and electronic fulfillment services, and householding and suppression technology; and develops a workflow tool for monitoring, reporting, and managing risk. In addition, it allows broker dealers and clearing firms to deliver voluntary corporate actions offering documents, including tender offers, optional dividends, and other voluntary events to beneficial shareholders; and prints broker-specific letter and ships with official offer materials. The company has a strategic partnership with Computershare Limited. INVeSHARE, Inc. was formerly known as Swingvote, Inc. and changed its name to INVeSHARE, Inc. in December 2008. The company was founded in 2003 and is based in New York, New York. It has field operations in Alpharetta, Georgia.

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