Corporate Actions and Income Processing
Streamline and simplify at every step
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Simplify event management across business entities and global operations
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Apply a single version of truth across all operations and clients
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Streamline and scale with one cloud-enabled platform
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Centralize control and management of all aspects of your events
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Establish a single golden record of event, entitlement, and elections data
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Add control with flexible, exception-based processing
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Automate business rule controlled workflows at every step
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Simplify the elections experience
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Optimize complex event workflows with out-of-the-box automation
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Accelerate informed decision-making with access to real-time event data
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Scale back your technology footprint with cloud-hosted infrastructure
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Experience faster go-live times and ability scale
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Maintain the highest standards of data security
One central solution for corporate actions and income management
Create a golden record
Automatically validate, match, scrub, and optimize data from multiple sources, generating a single golden copy for consistency and scalability across the business.
Know every position
Access comprehensive, real-time data on entitled positions and open transactions, automatically mapped by position and transaction type.
Configure for impact
Set automatic triggers to generate notifications targeted by individual or group recipients, notification type, channel, and format.
Capture every vote
Automate capture across digital sources and apply a rigorous validation process for manual entries. Gain coverage across all election types.
Simplify and accelerate
Configure event triggers and workflows to automatically calculate entitlements and release accruals in real time, reconcile receivables to custodians, and flag exceptions.
Automate reconciliations
Ingest payments data, apply configurable posting rules, post forecast entitlements, and settle upon payment receipt.
