Single Source Solution

A turnkey approach to shareholder communications.

Our single source solution eliminates the need for our clients to interface with their transfer agent, Depository Trust & Clearing Corporation (DTC), financial printers, transporters, web hosting firms, mailing and distribution centers, and the proxy intermediaries.  During the course of a proxy management assignment, Alliance will complete the following tasks as part of our program:

The Alliance Checklist:

√  Timeline Preparation
√  Broker Search
√  Printing of all Shareholder Documents
√  Typesetting, EDGAR Filings, XBRL
√  SEC-Compliant Web Hosting
√  Mailing and Distribution
√  Mail, Internet, Telephone and QR Mobile Voting
√  Vote Tabulation
√  Inspector of Elections
√  Invoice Verification
√  Storage and Fulfillment

Other Related Services

About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

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