Features
Corporate Actions

Corporate actions management such as proxy voting can be complicated and manually intensive, especially when managing a large number of portfolios.

FA’s Corporate Actions module overcomes this by providing you with tools to accurately automate time-consuming and cumbersome aspects of corporate action management.

This module allows you to control which portfolios to use, which transactions to create, which taxes to apply, and when to exercise corporate actions. It allows for posting, executing, and distributing decisions to thousands of portfolios with one click.

  • Example

Key functionalities

  • Example
  • Define corporate action details through pre-defined corporate action types

  • Run corporate actions and mass-generate transactions

  • Schedule and automate corporate actions