Branded Shareholder PortalBroadridge
Deliver important notifications to your shareholders and give them instant access to the data, documents, and resources they need from your company. Your customized portal acts as a seamless interface, enabling you to improve the shareholder experience and increase engagement.
Vendor
Broadridge
Company Website
Product details
Guide and enhance the shareholder experience
Intuitive, branded interface enables shareholders to quickly take action or get information; Smart Messaging service captures and directs their attention.
- Get Statements and Tax Forms
- Manage Dividends
- Purchase or Sell Shares
- Proactive Notifications via Text or Email
- Certify Tax ID Numbers
- Review Past Transactions
Features
- **Modernize shareholder communication: **Enhanced the shareholder experience with timely notifications. Get updates on account activity, investments, transfer requests and tax certifications.
- **Create a personalized brand experience using our Shareholder Portal: **Communicate with your shareholders in a more meaningful way. The Branded Shareholder Portal is where high tech and high touch collide.