FOR TRANSFER AGENTS

FOR TRANSFER AGENTS

Modern infrastructure for operating

Modern infrastructure for operating

Modern infrastructure for operating

shareholder events at scale.

shareholder events at scale.

shareholder events at scale.

Coordinate seamlessly with issuers, brokers, and 3rd party agencies. VOTR provides the digital backbone for efficient, transparent event management.

VOTR gives our clients real-time visibility into their shareholder base and proxy events, while also reducing the operational burden on their internal teams.

Yoel Goldfeder

CEO, VStock

Yoel Goldfeder

CEO, VStock

Kara Kennedy

President, Cleartrust

Robert Zubycki

VP, Continental Stock

VOTR gives our clients real-time visibility into their shareholder base and proxy events, while also reducing the operational burden on their internal teams.

Yoel Goldfeder

CEO, VStock

Yoel Goldfeder

CEO, VStock

Kara Kennedy

President, Cleartrust

Robert Zubycki

VP, Continental Stock

VOTR gives our clients real-time visibility into their shareholder base and proxy events, while also reducing the operational burden on their internal teams.

Yoel Goldfeder

CEO, VStock

Yoel Goldfeder

CEO, VStock

Kara Kennedy

President, Cleartrust

Robert Zubycki

VP, Continental Stock

Disparate data, intermediaries, and legacy systems limit access to beneficial shareholders

Disparate data, intermediaries, and legacy systems limit access to beneficial shareholders

Disparate data, intermediaries, and legacy systems limit access to beneficial shareholders

Managing shareholder events today involves fragmented communication, manual reconciliation, and limited visibility.

Disparate & Incomplete Data

Registered and beneficial information lives in separate systems, making it difficult to get a unified view

Grid

Disparate & Incomplete Data

Registered and beneficial information lives in separate systems, making it difficult to get a unified view

Grid

Disparate & Incomplete Data

Registered and beneficial information lives in separate systems, making it difficult to get a unified view

Grid

Intermediary-Driven Execution

Critical steps rely on third parties, introducing dependency, lag, and uncertainty in the process.

Grid

Intermediary-Driven Execution

Critical steps rely on third parties, introducing dependency, lag, and uncertainty in the process.

Grid

Intermediary-Driven Execution

Critical steps rely on third parties, introducing dependency, lag, and uncertainty in the process.

Grid

Limited Visibility & Control

Legacy infrastructure that doesn't communciate inteferes with ideal customer experience

Grid

Limited Visibility & Control

Legacy infrastructure that doesn't communciate inteferes with ideal customer experience

Grid

Limited Visibility & Control

Legacy infrastructure that doesn't communciate inteferes with ideal customer experience

Grid

Automate shareholder event management with access to the full shareholder picture

Automate shareholder event management with access to the full shareholder picture

Over 1,000 shareholder events powered end-to-end

Create and manage events in one modern workspace

Configure shareholder meetings, upload materials, define ballots, and manage workflows digitally instead of through fragmented processes.

  • Guided event creation

  • Role-based permissions

  • Full audit history

  • Instant updates across teams

Automate distribution across intermediaries

Ensure the right materials, ballots, and data reach the right intermediaries — without manual coordination or endless follow-ups.

  • Streamlined delivery workflows

  • Clear execution tracking

  • Fewer manual handoffs

  • Document Generation

Receive data back and simplify tabulation

Bring results, responses, and participation data back into one place — so you can tabulate accurately and keep issuers informed in real time.

  • Real-time progress visibility

  • Consolidated data flows

  • Easier validation + reconciliation

  • Clear issuer dashboards

Create and manage events in one modern workspace

Configure shareholder meetings, upload materials, define ballots, and manage workflows digitally instead of through fragmented processes.

  • Guided event creation

  • Role-based permissions

  • Full audit history

  • Instant updates across teams

Automate distribution across intermediaries

Ensure the right materials, ballots, and data reach the right intermediaries — without manual coordination or endless follow-ups.

  • Streamlined delivery workflows

  • Clear execution tracking

  • Fewer manual handoffs

  • Document Generation

Receive data back and simplify tabulation

Bring results, responses, and participation data back into one place — so you can tabulate accurately and keep issuers informed in real time.

  • Real-time progress visibility

  • Consolidated data flows

  • Easier validation + reconciliation

  • Clear issuer dashboards

Create and manage events in one modern workspace

Configure shareholder meetings, upload materials, define ballots, and manage workflows digitally instead of through fragmented processes.

  • Guided event creation

  • Role-based permissions

  • Full audit history

  • Instant updates across teams

Automate distribution across intermediaries

Ensure the right materials, ballots, and data reach the right intermediaries — without manual coordination or endless follow-ups.

  • Streamlined delivery workflows

  • Clear execution tracking

  • Fewer manual handoffs

  • Document Generation

Receive data back and simplify tabulation

Bring results, responses, and participation data back into one place — so you can tabulate accurately and keep issuers informed in real time.

  • Real-time progress visibility

  • Consolidated data flows

  • Easier validation + reconciliation

  • Clear issuer dashboards

How to get started

Managing shareholder events today involves fragmented communication, manual reconciliation, and limited visibility.

1

Activate Access for Your Issuers

As a VOTR partner, your Issuer clients unlock priority access — no separate sign-up or technical integration required.

1

Activate Access for Your Issuers

As a VOTR partner, your Issuer clients unlock priority access — no separate sign-up or technical integration required.

1

Activate Access for Your Issuers

As a VOTR partner, your Issuer clients unlock priority access — no separate sign-up or technical integration required.

2

Launch Events Right Away

You can create and run your Issuer's first proxy or shareholder events in minutes.

2

Launch Events Right Away

You can create and run your Issuer's first proxy or shareholder events in minutes.

2

Launch Events Right Away

You can create and run your Issuer's first proxy or shareholder events in minutes.

3

Own the Shareholder Experience

Give your Issuers real-time visibility and engagement tools, while you remain their go-to partner for shareholder strategy.

3

Own the Shareholder Experience

Give your Issuers real-time visibility and engagement tools, while you remain their go-to partner for shareholder strategy.

3

Own the Shareholder Experience

Give your Issuers real-time visibility and engagement tools, while you remain their go-to partner for shareholder strategy.

Unlock your Public Market
Potential with VOTR

See a Demo

Unlock your Public Market
Potential with VOTR

See a Demo

Unlock your Public Market
Potential with VOTR

See a Demo