A Creative IT Resource for the

Shareholder Services Community

We Get Things Done

For over 40 years we’ve been part of the shareholder services community, where our focus is on situations that cannot be readily accommodated in routine processes. We're specialists in exceptions processing. We’re known particularly for proxy tabulation, telephone and Internet voting, proxy contests and also for tender offers and other corporate actions as they relate to the processing requirements of employee plans. We meet tight deadlines, we've an established record  for responsiveness and flexibility, and a reputation for being able to pull a rabbit out of the hat when that's what a situation calls for.


  • Transfer Agents
  • Proxy Solicitors & Advisers
  • Shareholder-Service Providers
  • Employee-Plan Trustees/Sponsors
  • Independent Fiduciaries
  • Savings Plan Administrators
  • Credit Unions and S&L's
  • Employee-Plan Record-Keepers
  • Third-Party Administrators
  • HR Professionals
  • Compliance Officers


  • Proxy Tabulation
  • Pass-Through Proxy Voting
  • Electronic Proxy Voting
  • Proxy Contests
  • Proxy Materials Distribution 
  • Tender Offers & Exchanges
  • Dutch Auctions
  • Corporate Actions
  • Online Processing Tools
  • Open Enrollments
  • Fund Elections/Transfers
  • CU Inspector of Election
  • Customer Loyalty Programs
  • S&L Mutual/Stock Conversion
  • Self-Service Websites
  • Special-Purpose Websites
  • Web Hosting/Content Mgt.
  • Surveys/Questionnaires
  • Telephony/IVR/Transcriptions
  • Data Conversion
  • Classic Data Capture


Pull a rabbit out of the hat