WHY WE'RE DIFFERENT

Learn about what sets us apart.

Empower your Chief Compliance Officer

Since BrokerBallot seamlessly integrates with your existing Microsoft Outlook™ shared calendars, analysts receive automated alerts when it’s time to provide feedback. They won’t need to worry about remembers any usernames and passwords, as all feedback forms are tied to their inbox.

LEGACY BROKER VOTE PLATFORMS ARE INEFFICIENT

BrokerBallot takes a more automated approach than its legacy competitors, and utilizes the latest technology to give your team an edge. Our modern platform allows you to mobilize your broker vote process, creating a real-time audit trail around broker-organized events.

YOUR ANALYSTS ARE MOBILE, SO YOUR SYSTEMS SHOULD BE TOO

BrokerBallot piggybacks on your existing processes, working with both Outlook™ and proprietary data feeds. Our automated approach makes for a more complete, real-time lens into your interactions, and can provide a much needed boost for broker vote and compliance operations.

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Improve Institutional Memory and Retain Intellectual Capital

Employee turnover does not need to result in your important intellectual property walking out the door. BrokerBallot allows funds to take ownership of event feedback in real-time. We work the way the modern analyst works, and can operate alongside your most popular devices and applications.

A Compliance Officer’s Dream

Information that should flow freely to the Chief Compliance Officer is too often disjointed throughout the organization. Imagin finally having a real-time, complete newsfeed of events being scheduled across locations and mediums, as well as the analyst feedback from those dealings? BrokerBallot’s automation and mobility make this possible.