Q4 vs. Broadridge Virtual Shareholder Meeting

Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.

B2i Technologies offers customizable, fully integrated corporate and investor relations website solutions built to provide full control and seamless connectivity. Our platform is developed to fit naturally within a company’s existing corporate website, instead of requiring a move to a proprietary hosting platform. With modular data components, ready-to-use APIs, and a dedicated WordPress plugin, we deliver complete investor relations capabilities directly inside your existing digital framework. Unlike many competing providers that place IR content on proprietary systems or separate subdomains, our approach takes a different path.

Dialpad Connect is an advanced, AI-powered customer communications platform designed to unify voice calls, video meetings, and team messaging into a single, intuitive experience that enhances productivity and customer satisfaction. Its intelligent features include real-time call transcription, automated voicemail transcription, AI-generated conversation summaries, and actionable recommendations that keep users focused and informed during every interaction. The platform integrates seamlessly with a wide array of popular business tools such as Salesforce, Zendesk, Microsoft Teams, Google Workspace, and Hubspot, enabling organizations to streamline workflows and centralize communication data. Built on a robust dual-cloud infrastructure, Dialpad Connect delivers enterprise-grade reliability with 100% uptime SLA, comprehensive disaster recovery, and 24/7 customer support. It meets strict security and privacy standards, including GDPR, HIPAA, SOC 2, ISO certifications, and LGPD compliance, ensuring sensitive data is well protected. Dialpad’s AI capabilities extend to providing live coaching to agents during calls, facilitating better sales outreach, and offering real-time analytics to boost operational efficiency. The platform caters to businesses of all sizes, from startups to global enterprises, helping them transform their communication strategies. Dialpad Connect simplifies complex communication needs into a unified platform that supports inbound and outbound contact centers, cloud phone systems, and virtual collaboration. Its flexibility and scalability allow organizations to adapt and grow while maintaining exceptional customer experiences. Ultimately, Dialpad Connect turns everyday conversations into actionable insights that drive business growth.

Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.

3CX is a versatile, software-driven IP PBX built on open standards that delivers comprehensive Unified Communications straight out of the box. It caters to businesses of all sizes and across various sectors, offering a full suite of features that range from mobility and presence indicators to sophisticated call center functionalities, all at a significantly reduced cost. This platform is particularly well-suited for remote work environments, featuring mobile applications, video conferencing capabilities, and live chat integration for websites. Installation, management, and maintenance of the PBX are straightforward, allowing users to easily handle it themselves on their own hardware, a dedicated server, or via a cloud environment. Alternatively, users can opt for 3CX's hosting services to simplify their setup even further. With its user-friendly design and extensive feature set, 3CX empowers companies to enhance their communication strategies effectively.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

EventsAir serves as the ultimate solution for all your event management needs, enabling you to execute captivating in-person, virtual, and hybrid events with a comprehensive system that supports you throughout the entire process. With features like integrated budgeting and accounting tools, stunning custom event websites, and smooth registration processes, EventsAir's all-in-one software transforms event planning into a refreshing experience. Backed by over three decades of experience, EventsAir has successfully facilitated more than 350,000 events, gaining the confidence of leading industry professionals to create seamless and memorable experiences. Our passion lies in handling dynamic and intricate events, which is precisely why we’ve developed a robust platform that is designed to adapt and grow with your evolving needs. As your events become more sophisticated, EventsAir will be there to ensure your success every step of the way.

Switcher Studio empowers you to capture video from various perspectives while editing it in real-time, enhancing your ability to engage with your audience. This platform enables you to either stream content live or save it for later use, ensuring your audience is drawn in by pertinent and captivating material. With its appealing interface, there's no requirement for cumbersome equipment, as Switcher works seamlessly with iPads and iPhones. Its user-friendly design makes it accessible for anyone to produce stunning videos without the need for professional videographers or producers. Editing video content traditionally takes an hour for every minute of footage, but with live editing, that timeframe is drastically reduced to just one second per minute. You can effortlessly share each moment, whether live or recorded, and regardless of its context, through video, making your storytelling more dynamic and engaging. Ultimately, Switcher Studio not only simplifies the video creation process but also empowers creators to elevate their content to new heights.

RingCentral RingEX is a robust cloud-based telephony solution designed to enhance your company's communication efficiency. With enterprise-level communication functionalities like voice, fax, and text, along with the flexibility of BYOD (bring your own device), it enables you to operate from virtually anywhere. The platform's essential features encompass automatic call recording, conferencing capabilities, and unlimited local and long-distance calls. Additionally, RingCentral RingEX offers personalization options, allowing you to tailor call management settings such as call forwarding, message alerts, and notifications for missed calls to fit your specific requirements. This adaptability makes it a versatile choice for a wide range of business environments.

Creatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.