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Financial Services

Proxy Voting & Shareholder Services

Automates the distribution of proxy materials and vote tabulation for mutual fund clients.

Industry
Financial Services
Type
Moraph software (SaaS)

Before you start

  • Your organization licenses Proxy Voting & Shareholder Services from Moraph.
  • A Moraph client account in that organization, signed in.
  • Access to Proxy Voting & Shareholder Services in Moraph Apps, given by an administrator or technical contact in your organization.

Product guides are published for licensed customers

Setup, administration and user guides for Proxy Voting & Shareholder Services are available to people at organizations that license it. Sign in with your Moraph client account to see the guides your organization can use.

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