Choose a Solution that Best Meets Your Needs
Announcement Capture & Validation
Edits, synthesizes, and reformats corporate actions announcements into a composite record. Access to multiple commercial data sources, highly skilled analysts, and leading-edge technology.
Combines validated, market-level information with a client's custodian or proprietary data. This configurable solution produces a composite corporate actions summary record and provides a dashboard to monitor key event dates and manage exceptions.
Election & Instruction Management
Comprehensive end-to-end notification and response workflow tool that increases efficiency and controls risk by automating portfolio manager notifications and custodian instructions. The risk management dashboard provides greater transparency and enhances operational controls.
Entitlements & Reconciliation
Calculate entitlements based on configurable templates by event type and country and interfaces with downstream systems to automate entitlements processing and the blocking and unblocking of share entitlements. Payments from custodians, agents, or depositories are reconciled against calculated amount and discrepancies are identified for resolution.
Analysts and in-house technology staff are available for research and support, 24/7.
Empower Client Growth
Scalable modular technology which enables growth in both volume and complexity of corporate actions events.
Service-based subscription offering that delivers enriched, customized, and highly usable content to support investment decision making, identify operational priorities, and manage workflow.
Workflow management tools that deliver automation to facilitate straight-through processing that keep pace with the latest industry standards and protocols.
- Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.