Timeline Planning
Comprehensive planning and coordination of your shareholder meeting timeline and key milestones.
Accessible, Transparent Proxy & Mailing Solutions
Save time and reduce costs for your annual meeting with Transfer Online's end-to-end proxy voting and mailing services. From timeline planning and document preparation to secure electronic voting, vote tabulation, reporting, and shareholder communications, we manage every step with accuracy, compliance, and transparency.
Proxy & Mailing Services
Comprehensive features to support every aspect of your shareholder meeting from start to finish.
Notice & Access Management
Management of shareholder notices and access to meeting materials in compliance with SEC rules.
Broadridge Communication
Integrated communications through Broadridge for broad-base shareholder outreach and notifications.
Document Preparation
Professional preparation of proxy statements, ballots, and all shareholder meeting documents.
Delivery of Materials
Timely and accurate distribution of proxy materials to shareholders via mail or electronically.
Web Hosting
Dedicated meeting website hosting for shareholder information and electronic access to documents.
Electronic Voting
Secure online voting platform enabling shareholders to cast votes conveniently from any device.
Vote Tabulation
Accurate and impartial tabulation of all votes cast during your shareholder meeting.
Vote Reports
Detailed reports of voting results delivered promptly after meeting conclusion.
Inspector of Elections
Certified Inspector of Elections service to ensure integrity and compliance of the voting process.
How It Works
01
Plan
We work with you to set the meeting timeline and compliance checklist.
02
Prepare
Documents, notices, and meeting materials are drafted and reviewed.
03
Distribute
Materials are delivered to shareholders electronically or by mail.
04
Vote & Report
Votes are collected, tabulated, and certified with full reporting.