Equity

Stakeholder model updates

Managing your stakeholders just got a lot easier.

  • You can structure your stakeholder as an individual or an institution.

    • For institutions, you can now designate a key contact.

    • As an added benefit, email addresses are not mandatory anymore.

  • We’ve added the option to add an alias to any stakeholder, so that you don't have check your mental Rolodex each time you map 12345678 Invesco Corp. to Tim Apple.