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Honeypot Field to Catch Bots

Proxy for Fund Companies

Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution.

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Everything you need to provide an enhanced investor experience. All from a single source.

Focus on the critical steps for success:

  • Discovery, planning and implementation.
  • Print and mail management.
  • Solicitation/call center.
  • Tabulation services.
  • Shareholder meeting/post-meeting review.
  • Expert support for mutual funds, variable annuities, REITs and other alternative investments.

What you need, when you need it

A dedicated campaign and relationship manager at your side throughout guarantees a seamless process and compelling communications.

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Save time and costs

Expertly trained inbound and outbound agents handle solicitation and proxy event questions.

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Everything in one place

A single customizable, intuitive platform creates a full-service, end-to-end solution.

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DFIN gives you a one-stop-shop solution unlike anything else on the market.

We’ve partnered with Mediant to give you the ultimate digital dashboard and cloud hosting.

Discover the faster, more strategic way to proxy.