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November 30, 2015 6:18 PM ET

IT Services

Company Overview of INVeSHARE, Inc.

Company Overview

INVeSHARE, Inc. provides broker-dealers with responsive service and advanced tools to solve broker-dealer needs and improved economics. It offers proxy, prospectus, mutual funds and regulatory, corporate actions, regulated shareholder communications, print and electronic delivery, and workflow tooling solutions. The company was formerly known as Swingvote, Inc. and changed its name to INVeSHARE, Inc. in December 2008. INVeSHARE, Inc. was founded in 2003 and is headquartered in New York, New York with field operations in Alpharetta, Georgia.

777 Third Avenue

20th Floor

New York, NY 10017

United States

Founded in 2003





Key Executives for INVeSHARE, Inc.

Chief Executive Officer and Director
Age: 58
Vice President of Finance
Chief Operations Officer
Chief Compliance Officer and Vice President of Industry Relationships
Senior Vice President of National Sales
Compensation as of Fiscal Year 2015.

INVeSHARE, Inc. Key Developments

INVeSHARE Launches New Suppression Technology, TradeSuppress

INVeSHARE announced the launch of TradeSuppress TM, a pioneering software application that gives broker-dealers the ability to apply suppression to their post-sale prospectus fulfillment trade file. Broker-dealers annually spend millions of dollars suppressing prospectus deliveries to their investing clients. The SEC rules which regulate the distribution of regulated shareholder materials, including prospectuses, are based on the frequency of the trade in the investment instrument, as well as the update cycle of the document. When utilizing TradeSuppress, firms save on the suppression of prospectus documents based on these SEC rules. TradeSuppress will be available as Software as a Service (SaaS) starting September 2015 and as an install package in early 2016.

INVeSHARE Adds TradeStation to its Client Roster

INVeSHARE recently added TradeStation to its client roster. TradeStation will use INVeSHARE services to provide shareholder communications 'including post-sale prospectuses, interim, proxies and corporate actions' to their clients.

Harold Westervelt to Leave INVeSHARE as President, Effective June 15, 2014

INVeSHARE announced that its President, Harold Westervelt, will be leaving the company effective June 15, 2014. The move follows recent changes to expand INVeSHARE's management team and its increasingly closer collaboration with Computershare, its strategic partner and investor. Mr. Westervelt took over as President of INVeSHARE in June of 2011 and has guided the business through several important advancements, including industry leading technology development, partnering with Computershare, and the strengthening of INVeSHARE's competitive position in the market. Mr. Westervelt will be staying with the company until the end of August 2014 in an advisory capacity.

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