Shareholder Communications

DriveWealth automates the notifications needed for shareholder meetings and corporate action events that require voter input. When there is a corporate action event that requires the user to vote, an email notification will be generated for the client with instructions on how to do so.

Emails including these communications will be sent directly to the email address on each User object. These communications can be customized for both branding and content reasons, which will be discussed before your product goes live.