Shareholder Management

Keep Shareholders Engaged and Confident

Shareholder Management

The All-In-One KoreConX Platform sets the new standard for shareholder management through transparency, compliance, and shareholder confidence. With all information for shareholder management in one place, KoreConX eliminates the need for multiple, out of sync programs like Excel, CRM, or email programs.

Shareholder Management

Simplify Shareholder Management with KoreConX



Confidently store important shareholder documents safely and securely. All the data is kept safe, ready for whenever it's needed, and can be accessed only by authorized parties.



Within the All-In-One Platform, KoreConX allows private companies to manage shareholders efficiently.



Encourage and engage shareholders by providing them a portfolio management platform to participate and feel confident in the company.

Shareholder Communications

Manage communication and easily report to shareholders

Simplify reporting

Through the All-In-One Platform, easily keep track of what documents each shareholder has received and viewed for easier compliance. Without the need for another system, companies are empowered to track engagement through records for regulatory audits generated within the platform

Build relationships

Through their portfolio, shareholders can send and receive messages, allowing them and the company to track all essential communications. View detailed shareholder information such as the number and types of shares they own, one-on-one meetings, and contact details so that your company can build better relationships with its shareholders.

Shareholder Meetings

Efficiently manage shareholder meetings

Hassle-free meetings

Eliminate the hassle of planning meetings by preparing and disseminating information to shareholders directly through the platform. Easily schedule and manage shareholder meetings (AGMs, Special Shareholder Meetings, One-on-Ones).

Offer eVoting

For shareholders unable to attend meetings in person, allow them to remain engaged with company growth by offering them the ability to eVote online. Both neutral and secure, companies are then able to audit every vote cast.

Private Label

Match your company’s logo and colors

Branded platform for shareholders

Allow your shareholders to log into their portfolio with a personalized URL, complete with your company’s colors and logo to match the look and feel of your brand.