Annual meeting & proxy materials delivery for public companies
Annual meeting materials delivery software distributes proxy statements, annual reports, and voting materials to the full shareholder base with per-recipient delivery evidence, permissioned access, and a permanent archive — the evidenced distribution a shareholder meeting's integrity depends on. ShareholderHub° by InvestorPortaLPro.1
What we offer
Meeting materials need proof of delivery, not just delivery
A shareholder vote's legitimacy rests partly on materials reaching every entitled holder. Evidenced delivery at full-base scale is what makes that legitimacy defensible.
Full material set
Proxy statements, annual reports, and voting materials delivered together.
Evidence per shareholder
Delivery confirmation and access records retained at scale.
Permanent archive
Every year's meeting materials organized and retrievable indefinitely.
Delivery features
Distribution built for a shareholder vote's stakes
Entitled-holder resolution at record date determines the distribution list, preserved alongside the communication for evidentiary purposes.
Reminder cadences encourage engagement and voting participation without compromising the evidence trail of the primary delivery.
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Record-date resolution
Distribution lists derived from holder records and preserved.
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Full-base delivery
Proxy and annual report materials delivered together, tracked.
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Delivery evidence
Confirmation and access status per shareholder, permanent.
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Voting reminders
Engagement nudges that respect the evidence trail.
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Multi-year archive
Every meeting's materials retrievable indefinitely.
Bespoke investment software
Make the meeting's paper trail unimpeachable
When distribution is evidenced at the shareholder level, the annual meeting's process integrity is a documented fact, not an assumption.3
See it in action
A look inside the platform
Real screens from the platform behind ShareholderHub° — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform for our customers and their investors.
Our vision & dreams
“We shall build good software here, at a profit if we can, at a loss if we must, but always good software.” InvestorPortaLPro aims to be the most user-friendly, affordable, and modern investor platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts — for your success and ours.
R&D commitment
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
Annual Meeting Materials, answered
Questions we hear most from IROs, corporate secretaries, and IR teams. For the complete reference, visit the investor portal software knowledge base.
What is annual meeting materials delivery software?
Software that distributes proxy statements, annual reports, and voting materials to the full shareholder base with record-date-resolved distribution lists, per-recipient delivery evidence, and a permanent multi-year archive.
How is the distribution list determined?
Resolved from holder records at the record date and preserved alongside the delivery record — the entitled-shareholder snapshot governance processes rely on.
What evidence does delivery produce?
Per-shareholder confirmation and access records, permanent — documentation supporting the meeting's procedural integrity.
Can it help drive voting participation?
Yes — reminder cadences encourage engagement without altering or compromising the primary delivery's evidence trail.
Are past years' materials retrievable?
Indefinitely — the archive holds every meeting's full material set, useful for governance history and shareholder reference.
Does this replace our proxy solicitor or vote tabulator?
No — this handles evidenced material distribution and archiving; solicitation and vote tabulation remain with your existing providers.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss annual meeting materials for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- ShareholderHub° is a trademark of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.