Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions

Core Insights - Broadridge Financial Solutions has extended its strategic global agreement with Upvest to enhance proxy voting and shareholder disclosure solutions, aiming to improve corporate governance transparency and democratization [1][2][3] Company Overview - Upvest is a fintech company founded in 2017, focused on providing a wide range of investment products and user experiences in capital market investment and retirement planning, employing over 170 people across Berlin, London, and Tallinn [5][6] - Broadridge Financial Solutions is a global technology leader that processes over 7 billion communications annually and supports daily trading of more than $10 trillion in securities, employing over 14,000 associates in 21 countries [7] Partnership Details - The partnership allows Upvest to meet SRD II regulatory requirements while enhancing shareholder services for end-users, utilizing Broadridge's comprehensive online reporting solution [3][4] - Broadridge will provide Upvest with a full range of proxy voting services, including meeting notifications, vote execution, and confirmation, along with digital and entry card services for both online and in-person voting [2][4] Strategic Goals - The collaboration aims to deliver user-centric convenience and transparency for retail investors, enabling them to exercise their shareholder rights effectively [4] - Upvest's goal is to provide a differentiated investor experience through this partnership, enhancing operational efficiency and minimizing risk for its clients [3]