Proxytrust Services
Proxytrust customers benefit from our comprehensive proxy voting, securities operations support, and strategic partner solutions. Our industry focus, consultative relationship management, and industry experience adds value to our customers through greater operational efficiency and increased compliance.
Key Advantages
- Proxy Regulatory Compliance
- Seamless Integration with Existing Systems
- Reliable Record Keeping Capabilities
- User-Friendly Flexible Online Platform
- Superior, Dedicated Client Support Team
Core Benefits
Web-based proxy and investor communication services.
Distribution, voting, recordkeeping, and reporting.
Automated policy voting.
No fees for trust and wealth management firms.
Securities processing support.
Spin offs, corporate actions, cost basis, worthless securities, and date of death valuation reports.
Access to top resources like Wolters Kluwer Capital Changes and BasisPro.
CTOP certified client support.
Designed to differentiate, add value, and reduce costs.
Includes industry training.
Class action services.
Marketing resources.
We focus solely on trust institutions and are committed to helping our customers exceed their compliance requirements, improve efficiency, and boost their bottom line.