Digital services for corporate actions and communications
Reach Capital has more than 15 years of experience and has delivered over 500 corporate action projects, making Reach Capital the most experienced vendor for these solutions. This experience ensures that any site we build will be a robust and capable solution that can be launched quickly with minimal risk.
Reach Capital provides a comprehensive digital strategy for your project; including web features and technologies that are designed to drive the success of your corporate action.
What can Reach Capital do for you?
We create amazing user experiences that help Investors make decisions; greatly increasing the uptake of your project.
We save you time, money and resources through efficient and cost-effective web-based distribution, electronic application processing, automated exception handling and audit.
We reduce project risk by always delivering on time and on budget, plus our SOC-II compliance and other protocols deliver bank-grade security and regulatory compliance.
We enable your firm to innovate, compete and give your clients a better service.
Share Tender sites / Off-market Buy-backs
Whether Self-Tender, Dutch Auction or any other form of off-market buy-backs, Reach’s digital services will give you better results. Reach will build an Offer micro-site that will let your holders review all documents, and submit their tender response along with online tax certifications. Their ability to access all information and respond immediately (even on their phone), means you’ll get more participants.
Auctions can include advanced Dutch multi-price, multi-tranche offers. Reach can also build out indicative tax calculators so that Investors can quickly assess any tax benefits before they bid.
Reach Tender Portals include:
Mobile-friendly Information Portals
Automated reminders and follow-up
Advanced multi-price, multi-tranche bids
Real-time reporting and dashboards
Online W8/W9 certification
Indicative Tax Position calculators
Review and change-of-mind functionality
Reach delivers highly customized web portals for a full range of exchange programs. Investors can log-in from anywhere and from any device to quickly and conveniently respond to your corporate action.
Digital communications campaigns engage participants, drive offer uptake and overcome investor apathy… all creating a better outcome for your project.
The Reach Exchange Portals can easily handle simultaneous multiple assets, each with multiple classes. The online form provides immediate feedback to investors and prevents over/under or other common investor mistakes. This greatly reduces exception handling and paper processing costs. Not to mention, creates happier investors.
Mergers & Acquisitions – Target Tender Portals
For any M&A project, it's vital that the company/s and their advisors control the messaging and narrative. That means a high-level outbound communication matrix to ensure that investors, employees, customers and other stakeholders are all properly and accurately informed.
Often an Election and/or an Exchange also needs to take place. With 85% of investors preferring the online medium, it's important any project includes Reach’s advanced digital services.
Information Portals (short-notice)
Bidder / Target / Combined
Target Share Tender sites
Special Employee Plan migration portals
Online Elections (with advanced rules)
Offer Exchange Portals
Secure project Dealroom
Private Transaction Portals, or Paying Agent Portals
First used by a Fortune-100 company, the Reach Private Transaction Portal allows target shareholders to quickly and easily register their payment instructions (including FX), complete online tax certifications (W9/W8s), and receive confirmation instantly from anywhere in the world. The portal’s dashboard lets the client monitor progress in real time. The reusable portal is flexible enough to accommodate project-by-project customizations yet keep the reuse costs low.
Cost-effective, low-risk solution that accommodates different acquisition deal rules
Multi-project options for Legal/Advisor Firms or acquisitive corporations
Delivered efficiencies and a better shareholder experience by not using paper forms
Live dashboard system provides real-time progress transparency
Automated reminder and follow-up options
Employee Plans Advanced Elections and Exchange Portals
Companies with Employee Plans are careful that their employees can easily participate in annual or extraordinary Plan events. Often these employees are geographically dispersed, time poor and unfamiliar with the tax and regulatory implications of their holding.
That’s why Reach provides comprehensive information portals for employees to be efficiently updated on the Plan changes and events. Using their employee identification, they can execute their elections on their phone, tablet or desktop. Automated reminders and expiration warnings make the process of capturing all instructions saves time and cost. Optional indicative tax calculators and other digital aides, help employees make the best decisions for their personal circumstances.
Reach supports complex multi-plan, multi-tier elections and consolidations (especially helpful for merger events).
Reach’s Advanced Employee Plan Portals:
Steps each employee though a highly-personalized wizard
Only presents options and questions that were relevant to that individual
Dynamically manages unlimited business rule permutations
Mobile, Tablet and desktop compatible
All information in one spot
Integration with payroll data
Advanced business rules for multi-tier, multi-class and multi-plan processing
Initial Public Offers, Bonds, Notes, Hybrids and Direct Offers
Where an Issuer is looking to market their share offer or directly to retail/wholesale investors, Reach has a full range of digital services to make this happen efficiently and effectively. Our experience ranges from nano and micro-cap offers through multi-billion dollar raisings and from 100 investors through over 1 million.
Our digital services include:
Mobile-friendly Offer information portals
Integrated Broker/Dealer channeling
Integrated eCommunications programs
Online application processing
Online payment processing
Automated reconciliation, reminders and follow-up
Integrated Call Centre tools
Secure project deal rooms
Support for dual paper stream
Online investor tax certification and accreditation
Subscription Portals for REITs and Alternative investments
Reach’s Subscription Portal makes it easy for investors and RIAs to participate in an investment offer. Issuers can greatly increase the uptake of their offer, reduce back-office costs and improve compliance.
The system can be configured for direct sales or to manage distribution though a RIA network or other digital channels. The technology enforces investor accreditation and tax certification, minimizes paper, increases visibility and provides a detailed audit. The mobile-friendly technology greatly reduces the time it takes for an interested investor to submit their application and payment, increasing the success of the raising.
Issuers and RIAs will have access to application status in real-time (RIAs are restricted to their client data). The system workflow and application review process allow RIAs, then the Issuer, to review, notate, accept or reject applications. The system can also be configured to automatically manage commissions.
This highly customizable technology can be used for a full range of investment vehicles and can also be used by Broker/Dealer/Advisor firms inhouse to manage all their client offers.
Secondary Raisings – Rights & Entitlements
Our digital services will help you reach your shareholders and maximize their uptake of your offer. With timelines for these projects continually shrinking and over 85% of shareholders preferring online, a professionally branded website with integrated eComms and supporting digital marketing are now the minimum.
A complete web solution for distribution of a rights issue, either through a broker network or disintermediated.
Display shareholders’ current balance of eligible securities
Calculate a percentage of shareholders’ balance for exchange
Provide a convenient withdrawal process and period
Include payment options and tax certifications
Auto-stamping of Broker sourced applications
Listed Transaction Portals
Demutualizations - Member Engagement, Integrated Call Centre & Case Management
Reach provides a full suite of online tools to make a demutualization as successful and painless as possible. We create client-engagement Information Portals and outbound digital campaigns to garner the support the project needs. These sites plainly explain the process, the entitlements of the members and the choices they will have to make.
There needs to be a way for member/customers to easily access their projected entitlement, so Reach will integrate its systems with the company’s back-end systems. Reach has easily managed projects with over 3 million stakeholders.
Additionally, the Reach suite of tools equips the Call Centre agents with the tools to look-up member/customer entitlements, review correspondence, resend any information and record any registrations or disputes. Of course, the Reach Call Centre system also provides standard functionality such as call scripts, knowledge bases, bulletin boards, call logging and audit trail.
Reach’s Case Management tools allow unhappy member/customers to be routed to the appropriate responder. This can include external mediation or legal providers. The Reach Case Management tool assigns work, controls access to client and case folders and tracks all activities. Naturally, it monitors performance and alerts management to SLA exceptions.
Once the legal processes have advanced enough, Reach will change the Information Portal to a voting portal, election portal, exchange portal or payment instruction portal. All digital and all compatible with phones and tablets.
All the while through this process, the Reach Communication platform is automatically reaching out to all stakeholders with updates, calls-to-action, reminders and confirmations via email or SMS. It can even dispatch batch data to print/mail houses automatically.
Smart-phone, tablet and desktop Information Portals
Policyholder login with real-time lookup of all their policies and Associated entitlements
Online registration platform to reduce printing and distribution costs
Live dashboards and reporting for Company, Management, Agents and External Advisors / Contractors
Integrated Call Centre system:
Look up policyholder details and entitlements
Resend emails and view correspondence history
Create a ‘case’ and escalate
Integrated Case Management:
Agent case queueing, monitoring, escalation and assignment
External mediator login to manage their assigned cases, correspondence and files. Including progress reporting and SLA alerts
Case age/value tracking, reporting and audit
Integrated Data Management with change auditing and ad hoc extracts
Dedicated local server farm for data sovereignty, high-volume and high-security requirements