PRODUCT NAME: Title Case
Portfolio Securities Voting
USER-FACING STATEMENT OF PURPOSE: 25-60 characters, Sentence case, no punctuation.
Optimize proxy voting control and efficiency
PRODUCT OVERVIEW DESCRIPTION: 250-300 characters, Sentence case with punctuation.
Meet your entire proxy voting needs—from management and tracking to reconciliation and reporting—affordably, efficiently and conveniently through our online portal. Reduce cost, time and risk with automated proxy voting management.
PRODUCT ATTRIBUTE HEADLINE: 20-75 characters, Sentence case, no punctuation.
Integrated Recommendation brings efficiency and control over vote execution.
PRODUCT ATTRIBUTE DESCRIPTION: 120-200 characters, Sentence case with punctuation.
Integrate research and vote recommendations from multiple providers. Set up standing instructions to automate specific account votes according to policy.
HOW IT WORKS HEADLINE: 20-75 characters, Sentence case, no punctuation.
Comprehensive proxy voting solutions with three-tiered service levels.
HOW IT WORKS DESCRIPTION: 120-200 characters, Sentence case with punctuation.
Pay only for what you need. Choose from Standard, including reporting; Premier, including more advanced features such as policy management; or Integrated Recommendation, with vote execution and more.
CREDIBILITY HEADLINE: 20-50 characters, Sentence case, no punctuation.
The proxy voting partner for 95% of U.S. brokers.
Headline: 20-75 characters, Title Case, no punctuation.
ProxyEdge: Complete Proxy Management From Voting Through Reporting.
Description: 120-225 characters, Sentence case with punctuation.
All institutional investors face proxy voting challenges. Here’s a look at how the ProxyEdge three-tier solution conveniently, comprehensively and efficiently helps advisors and managers.
Headline: Schedule a demo.
Description: Our representatives and specialists are ready with the solutions you need to advance your business.
SEGMENT/SUB-SEGMENT NAME: Title Case, no punctuation.
Enterprise Investment Operations.
CROSS-SELL HEADLINE: 15–40 characters, Sentence case, no punctuation.
Achieve superior investment management outcomes.
CROSS-SELL DESCRIPTION: 140–180 characters, Sentence case with punctuation.
Institutionalize your operations and infrastructure so you can focus on your core business with out end-to-end, fully integrated investment management solutions.
CROSS-SELL PRODUCTS: No character limit, Title Case, no punctuation.
Data ManagementAnalytics and Reporting Portfolio and Order Management Investment Accounting Reference Data Management Portfolio Securities Voting.