Simplified

Virtual Meetings

Utilizing turnkey virtual or hybrid meetings encourage wider investor participation while providing significant cost savings over on-site meetings.

Boards, attorneys, and accounting firms, alike, appreciate the ease with which they can deliver annual and special meetings. Additionally, they can depend on high quality and reliability while meeting compliance standards.

Our meetings provide you with:

Included An expert meeting coordinator helps you through the entire process from pre-meeting questions, to an interactive dry-run session, the live meeting, and follow-up communication.
Included Your service includes a complete dry run before your meeting to ensure you are ready for the broadcast process and the features you need for your virtual meeting.
Included Meeting design has customized features including: presentation of proposals, displaying shareholder documents, managing investor questions, Certified Shareholder List viewing, slide deck utilization, and much more.
A photo of a woman with a telephone headset

Reasons to consider our Virtual Meeting Portal service

FeatureIncludedOptions
Hassle-free, turn-key serviceThis Feature is included
Meeting coordinator to manage the event processThis Feature is included
Hosted investor information micrositeThis Feature is included
Managed dry run rehearsal and live webcast sessionsThis Feature is included
Replay hosting for one yearThis Feature is included
Fully customized and branded virtual meetingThis Feature is included
Authenticated investor access using control numbersThis Feature is included
Compatible with any Transfer Agent you useThis Feature is included
Investor's question submission and management including a separate portal interfaceThis Feature is included
PowerPoint slides & presentationsThis Feature is optional
Certified Shareholder List hostingThis Feature is optional
Video CapabilitiesThis Feature is optional

How to sign up for Virtual Meeting Portal service

  • Ask your transfer agent to simply add it to your current service.
  • Or, click the button below:

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