For more than 30 years we’ve focused on  "special situations" within the shareholder services community. We’re known particularly for proxy tabulation, telephone and Internet  voting, proxy contests and also for  tender offers  and other corporate actions  as they relate to the processing requirements of employee plans. We meet tight deadlines, we've an established record  for responsiveness and flexibility, and a reputation for being able to pull a rabbit out of the hat when that's what a situation calls for.

WHO WE SUPPORT
  • Transfer Agents
  • Proxy Solicitors & Advisers
  • Shareholder-Service Providers
  • Employee-Plan Trustees/Sponsors
  • Independent Fiduciaries
  • Savings Plan Administrators
  • Credit Unions and S&L's
  • Employee-Plan Record-Keepers
  • Third-Party Administrators
  • HR Professionals
  • Compliance Officers
MAJOR APPLICATIONS 
  • Proxy Tabulation
  • Pass-Through Proxy Voting
  • Electronic Proxy Voting
  • Proxy Contests
  • Proxy Materials Distribution 
  • Tender Offers & Exchanges
  • Dutch Auctions
  • Corporate Actions
  • Open Enrollments
  • Fund Elections/Transfers
  • CU Inspector of Election
  • Customer Loyalty Programs
  • S&L Charter Conversion
  • Self-Service Websites
  • Special-Purpose Websites
  • Web Hosting/Content Mgt.
  • Surveys/Questionnaires
  • Telephony/IVR/Transcriptions
  • Data Conversion
  • Classic Data Capture