Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions
Broadridge Financial Solutions (NYSE: BR) has extended its strategic global agreement with Upvest, a European investment infrastructure provider, to enhance end-to-end proxy voting and shareholder disclosure solutions. The partnership enables Upvest to streamline shareholder interactions and meet SRD II regulatory requirements.
Through this collaboration, Broadridge will provide Upvest with comprehensive solutions including meeting notification, vote execution, confirmation, and both digital and entry card services for online and in-person voting. Upvest will utilize Broadridge's white-labelled interface for proxy voting via its website.
The partnership also includes access to Broadridge's Shareholder Disclosure Hub, offering a proactive online reporting solution that enables clients to meet regulatory disclosure obligations through a single portal, improving operational efficiency and minimizing risk. This collaboration allows Upvest to extend its B2B services to meet growing client demands while providing retail investors with tools to exercise their shareholder rights.
Broadridge Financial Solutions (NYSE: BR) ha esteso il suo accordo strategico globale con Upvest, un fornitore europeo di infrastrutture per investimenti, per migliorare le soluzioni di voto per delega e di divulgazione per gli azionisti. La partnership consente a Upvest di semplificare le interazioni con gli azionisti e di soddisfare i requisiti normativi della SRD II.
Attraverso questa collaborazione, Broadridge fornirà a Upvest soluzioni complete che includono notifiche di riunioni, esecuzione del voto, conferma e servizi sia digitali che cartacei per il voto online e di persona. Upvest utilizzerà l'interfaccia a marchio bianco di Broadridge per il voto per delega tramite il proprio sito web.
La partnership comprende anche l'accesso al Shareholder Disclosure Hub di Broadridge, che offre una soluzione di reporting online proattiva che consente ai clienti di soddisfare gli obblighi di divulgazione regolamentare tramite un'unica piattaforma, migliorando l'efficienza operativa e minimizzando i rischi. Questa collaborazione permette a Upvest di ampliare i suoi servizi B2B per soddisfare le crescenti richieste dei clienti, fornendo al contempo agli investitori al dettaglio strumenti per esercitare i propri diritti di azionisti.
Broadridge Financial Solutions (NYSE: BR) ha ampliado su acuerdo estratégico global con Upvest, un proveedor europeo de infraestructura de inversión, para mejorar las soluciones de votación por poder y divulgación de accionistas. La asociación permite a Upvest agilizar las interacciones con los accionistas y cumplir con los requisitos regulatorios de la SRD II.
A través de esta colaboración, Broadridge proporcionará a Upvest soluciones integrales que incluyen notificaciones de reuniones, ejecución de votos, confirmaciones y servicios tanto digitales como en papel para la votación en línea y presencial. Upvest utilizará la interfaz de marca blanca de Broadridge para la votación por poder a través de su sitio web.
La asociación también incluye acceso al Shareholder Disclosure Hub de Broadridge, que ofrece una solución de informes en línea proactiva que permite a los clientes cumplir con las obligaciones de divulgación regulatoria a través de un único portal, mejorando la eficiencia operativa y minimizando riesgos. Esta colaboración permite a Upvest ampliar sus servicios B2B para satisfacer la creciente demanda de los clientes, al tiempo que proporciona a los inversores minoristas herramientas para ejercer sus derechos como accionistas.
브로드리지 파이낸셜 솔루션즈 (NYSE: BR)는 유럽의 투자 인프라 제공업체인 업베스트와의 전략적 글로벌 계약을 연장하여 끝에서 끝까지의 위임 투표 및 주주 공시 솔루션을 강화했습니다. 이 파트너십은 Upvest가 주주 상호작용을 간소화하고 SRD II 규제 요구 사항을 충족할 수 있게 합니다.
이번 협력을 통해 브로드리지는 Upvest에 회의 알림, 투표 실행, 확인 및 온라인 및 대면 투표를 위한 디지털 및 카드 서비스 등 포괄적인 솔루션을 제공합니다. Upvest는 자신의 웹사이트를 통해 위임 투표를 위한 브로드리지의 화이트 라벨 인터페이스를 활용할 것입니다.
이 파트너십에는 브로드리지의 주주 공시 허브에 대한 접근도 포함되어 있어, 고객이 단일 포털을 통해 규제 공시 의무를 충족할 수 있도록 하는 프로액티브한 온라인 보고 솔루션을 제공합니다. 이는 운영 효율성을 개선하고 위험을 최소화합니다. 이 협력은 Upvest가 증가하는 고객 수요를 충족하기 위해 B2B 서비스를 확장할 수 있게 하며, 소매 투자자에게는 그들의 주주 권리를 행사할 수 있는 도구를 제공합니다.
Broadridge Financial Solutions (NYSE: BR) a prolongé son accord stratégique mondial avec Upvest, un fournisseur européen d'infrastructures d'investissement, afin d'améliorer les solutions de vote par procuration et de divulgation des actionnaires. Ce partenariat permet à Upvest de rationaliser les interactions avec les actionnaires et de répondre aux exigences réglementaires de la SRD II.
Grâce à cette collaboration, Broadridge fournira à Upvest des solutions complètes comprenant des notifications de réunion, l'exécution des votes, des confirmations et des services numériques et par carte pour le vote en ligne et en personne. Upvest utilisera l'interface en marque blanche de Broadridge pour le vote par procuration via son site web.
Le partenariat inclut également l'accès au Shareholder Disclosure Hub de Broadridge, offrant une solution de reporting en ligne proactive qui permet aux clients de respecter leurs obligations de divulgation réglementaire via un portail unique, améliorant ainsi l'efficacité opérationnelle et minimisant les risques. Cette collaboration permet à Upvest d'élargir ses services B2B pour répondre à la demande croissante des clients tout en fournissant aux investisseurs de détail des outils pour exercer leurs droits d'actionnaires.
Broadridge Financial Solutions (NYSE: BR) hat seine strategische globale Vereinbarung mit Upvest, einem europäischen Anbieter von Investitionsinfrastrukturen, erweitert, um die End-to-End-Lösungen für die Stimmabgabe und die Offenlegung von Aktionären zu verbessern. Die Partnerschaft ermöglicht es Upvest, die Interaktionen mit den Aktionären zu optimieren und die SRD II-Vorgaben zu erfüllen.
Durch diese Zusammenarbeit wird Broadridge Upvest umfassende Lösungen bereitstellen, darunter Meeting-Benachrichtigungen, Stimmabgabe, Bestätigung sowie digitale und Kartenservices für Online- und persönliche Abstimmungen. Upvest wird die White-Label-Oberfläche von Broadridge für die Stimmabgabe über seine Website nutzen.
Die Partnerschaft umfasst auch den Zugang zum Shareholder Disclosure Hub von Broadridge, der eine proaktive Online-Berichtslösung bietet, mit der Kunden ihre regulatorischen Offenlegungspflichten über ein einziges Portal erfüllen können, was die Betriebseffizienz verbessert und Risiken minimiert. Diese Zusammenarbeit ermöglicht es Upvest, seine B2B-Dienste auszubauen, um den wachsenden Kundenanforderungen gerecht zu werden, während sie gleichzeitig Einzelinvestoren Werkzeuge zur Verfügung stellt, um ihre Aktionärsrechte auszuüben.
- Strategic partnership expansion enhances Upvest's service offerings
- Integration of comprehensive proxy voting and shareholder disclosure solutions
- Improved regulatory compliance capabilities for SRD II requirements
- Enhanced operational efficiency through single-portal solution
- None.
Insights
This strategic partnership expansion carries significant implications for Broadridge's market position and recurring revenue streams. The integration of Broadridge's proxy voting and shareholder disclosure solutions into Upvest's infrastructure creates a sticky business relationship that generates predictable, recurring revenue through transaction-based fees and licensing.
The white-label solution aspect is particularly noteworthy, as it allows Broadridge to expand its reach in the European market while maintaining its technology leadership position. By enabling Upvest to offer these services through their own branded interface, Broadridge effectively creates a multiplier effect - each new client Upvest acquires automatically becomes an indirect user of Broadridge's technology stack.
From a regulatory perspective, the partnership addresses the complex requirements of SRD II (Shareholder Rights Directive II) through Broadridge's Shareholder Disclosure Hub. This positions both companies advantageously as regulatory compliance becomes increasingly critical in the European investment landscape. The comprehensive nature of the solution - covering meeting notification, vote execution, confirmation, and disclosure requirements - creates significant barriers to entry for potential competitors.
The deal's strategic value extends beyond immediate financial implications. By partnering with Upvest, a leading European investment infrastructure provider, Broadridge gains deeper market penetration in the region while accelerating the digitization of corporate governance processes. This aligns perfectly with the industry-wide shift toward more transparent, efficient, and digitally-enabled shareholder services.
Broadridge enables Upvest to streamline shareholder interactions with enhanced transparency, further enabling the democratization and digitization of corporate governance
"We are thrilled to be chosen by Upvest as their proxy voting and shareholder disclosure partner," said Demi Derem, SVP of International Investor Communication Solutions at Broadridge. "Our corporate governance solutions, including Global Proxy and Shareholder Disclosure help our clients meet their regulatory obligations and enhance services for investors. We continually invest and innovate to ensure we remain best in class."
Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs, including meeting notification, vote execution, and confirmation. This also includes both digital and entry card services, enabling online and in-person voting at meetings. Upvest will also take advantage of Broadridge's white-labelled, fully integrated interface for proxy voting via its own website.
"We are truly excited to work alongside Broadridge to provide our clients and their end users with best-in-class proxy voting and shareholder disclosure solutions," said Til Rochow, co-founder and CPO at Upvest. "This partnership further cements our goal of delivering a differentiated and outstanding investor experience for our clients."
Through the partnership with Broadridge, Upvest not only meets SRD II regulatory requirements but also delivers enhanced shareholder services for end-users. Additionally, through the use of Broadridge's Shareholder Disclosure Hub, Upvest's clients can take advantage of a comprehensive, proactive online reporting solution that enables them to meet the regulatory disclosure obligations in a single portal, minimizing risk and improving operational efficiency.
Collaborating with Broadridge enables Upvest's clients to deliver user-centric convenience and transparency for their retail investors, providing them with the tools they need to easily exercise their shareholder rights. Broadridge's extensively proven, end-to-end solution across global markets enables Upvest to extend its B2B services quickly and effectively to meet growing client and industry demand.
About Upvest
Upvest is on a mission to make investing money as easy as spending it. The company empowers businesses to offer a wide range of investment products and the best user experience in the fields of capital market investment and retirement planning. Upvest's Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.
Upvest is one of the few fintech-centric firms in
For more information, please visit: www.upvest.co
About Broadridge
Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than
For more information about us, please visit: www.broadridge.com.
Broadridge Contacts:
Investors:
Edings Thibault
Head of Investor Relations, Broadridge
broadridgeir@broadridge.com
Media:
Gregg Rosenberg
Global Head of Corporate Communications
Gregg.Rosenberg@broadridge.com
Upvest Contact:
Julieta Varsano
press@upvest.co
View original content to download multimedia:https://www.prnewswire.com/news-releases/broadridge-and-upvest-to-deliver-end-to-end-proxy-voting-and-shareholder-disclosure-solutions-302372481.html
SOURCE Broadridge Financial Solutions, Inc.
FAQ
What services will Broadridge (BR) provide to Upvest under the extended agreement?
How does the Broadridge-Upvest partnership address SRD II regulatory requirements?
What benefits does the Broadridge (BR) partnership bring to Upvest's retail investors?
How will the Broadridge Shareholder Disclosure Hub benefit Upvest's clients?
