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Inveshare Snapshot
Since 2009, INVeSHARE has been transforming the regulated shareholder communications business. Broker-dealers are choosing INVeSHARE for our:
INNOVATIVE TECHNOLOGY:
Monitor, report and manage risk with our next-generation workflow tool, the Compliance Dashboard
Meet EBIP requirements by embedding our technology into your broker dealer website
Give your advisors a holistic view of all distributions sent to their clients with the Advisor Dashboard
FULLY COMPLIANT SOLUTIONS:
Receive timely delivery of all regulatory materials, achieving all compliance requirements
Take advantage of our Delivery Assurance Program to ensure that all proxy and ICP events are accurately managed by our dedicated operations team.
INNOVATIVE TECHNOLOGY:
Monitor, report and manage risk with our next-generation workflow tool, the Compliance Dashboard
Meet EBIP requirements by embedding our technology into your broker dealer website
Give your advisors a holistic view of all distributions sent to their clients with the Advisor Dashboard
FULLY COMPLIANT SOLUTIONS:
Receive timely delivery of all regulatory materials, achieving all compliance requirements
Take advantage of our Delivery Assurance Program to ensure that all proxy and ICP events are accurately managed by our dedicated operations team.
