
GITNUXSOFTWARE ADVICE
Entertainment EventsTop 10 Best Virtual Shareholder Meeting Software of 2026
Top 10 virtual shareholder meeting software for corporates, ranking tools like Diligent, Intralinks, and Broadridge with key tradeoffs.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Sherpany is the best fit for corporate secretariat and ops teams that need controlled virtual meeting operations with moderated participation, while Diligent works better if investor relations and corporate secretaries want governed, repeatable virtual shareholder workflows tied to compliance controls.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Sherpany
Structured Q&A moderation workflow inside the meeting portal supports clear handling from submission to moderated outputs.
Built for fits when corporate secretariat and ops teams need controlled virtual meeting operations with moderated participation..
OnBoard
Editor pickMeeting archive retention with operator-accessible review materials for post-session accountability.
Built for fits when corporate meeting ops need controlled Q&A and portal workflows without deep in-house voting tooling..
Diligent
Editor pickQ&A moderation workflow with controlled handling rules tailored to meeting operations.
Built for fits when corporate secretary and investor relations teams need governed virtual meeting workflows with repeatable controls..
Comparison Table
Sherpany
enterpriseMeeting management software with AGM support for secure agendas, documents, voting, and remote participation.
Structured Q&A moderation workflow inside the meeting portal supports clear handling from submission to moderated outputs.
Sherpany provides an annual meeting portal experience that combines registration and entry management with agenda delivery, participant communications, and live interaction modules used during the meeting window. The workflow includes managed Q&A handling so meeting operators can moderate questions and control what is answered live or deferred to follow-up. Corporate administrators get governance controls for access, meeting roles, and operational oversight across multiple meetings.
A practical tradeoff is that Sherpany administration depends on correct setup of roles, message templates, and participation rules before attendee traffic starts. For usage, corporate secretariat teams typically run the portal for a virtual-only meeting format with moderated Q&A and voting while operations staff coordinate with identity and eligibility processes upstream.
- +Moderated Q&A workflow reduces operator load during live sessions
- +Meeting portal consolidates voting, materials, and attendee participation
- +Role-based administration supports separation of secretariat and ops duties
- +Operational controls support repeatable meeting execution across cycles
- –Pre-meeting configuration is heavy for teams running many simultaneous events
- –Advanced automation requires integration work with external identity and voting systems
- –Live moderation controls can feel constrained for highly customized meeting formats
- –Portal configuration granularity increases training time for new operators
Company secretariat teams
Moderated Q&A for virtual-only meetings
Cleaner live meeting control
Investor relations operations
Single portal for materials delivery
Lower attendee confusion
Show 2 more scenarios
Governance and compliance leads
Controlled participation and operator roles
Tighter meeting execution governance
Governance leads assign roles and configure access boundaries for meeting operations staff.
Corporate meeting ops analysts
Repeatable workflow across meetings
Faster setup cycles
Ops analysts standardize meeting setup so future meetings reuse configuration patterns and controls.
Best for: Fits when corporate secretariat and ops teams need controlled virtual meeting operations with moderated participation.
OnBoard
enterpriseBoard management software with virtual annual meeting and voting workflows for shareholder and member meetings.
Meeting archive retention with operator-accessible review materials for post-session accountability.
OnBoard fits organizations that need repeatable meeting operations with centralized configuration for portal content, webcast settings, and participant experience rules. The tool’s core value is operational control during a live session, including how Q&A moderation and audience interaction are handled. It also supports meeting archiving so internal stakeholders can reference what was shown and discussed after adjournment.
A key tradeoff is that deeper proxy-specific integrations often require coordination with external voting and identity providers used by the organization. OnBoard works best when the meeting team can separate internal meeting configuration from upstream shareholder identity, voting distribution, and reconciliation processes. A strong usage situation is a corporate annual meeting where the operations group manages portal content and Q&A rules while other teams manage voting logistics.
- +Strong meeting operations workflow for portal content and live session management
- +Q&A moderation tools support controlled participant interaction
- +Role-based access helps split duties between legal, ops, and communications
- +Meeting archive supports post-meeting reference and internal review
- –Proxy voting integrations can depend on external systems and project coordination
- –Hybrid format setup requires additional configuration discipline across sessions
- –Some governance controls are less granular for very large operator teams
- –Identity and verification steps may fall outside the meeting operator workflow
Corporate investor relations teams
Annual meeting portal and Q&A handling
Fewer last-minute operational issues
Corporate meeting operations teams
Repeatable webcast and moderation configuration
Lower setup variance across meetings
Show 2 more scenarios
Legal and corporate secretariat teams
Post-meeting artifact review
Faster internal record retrieval
Legal reviews archived session materials to support internal documentation and follow-ups.
Communications and IR content teams
Coordinated meeting portal publishing
Clear ownership of portal changes
Content teams publish meeting materials using controlled operator access paths.
Best for: Fits when corporate meeting ops need controlled Q&A and portal workflows without deep in-house voting tooling.
Diligent
enterpriseGovernance platform with virtual shareholder meeting capabilities tied to board, voting, and compliance workflows.
Q&A moderation workflow with controlled handling rules tailored to meeting operations.
Diligent supports end-to-end meeting operations for virtual-only and hybrid formats through an annual meeting portal experience and a structured Q&A moderation workflow. Meeting teams can configure participation assets, manage attendee interactions, and coordinate the display and handling of votes and ballots through meeting-specific workflows. Corporate users get operational controls for role-based access, meeting lifecycle management, and evidence capture for investor relations and corporate secretary teams. The breadth is strongest when the meeting program must align with repeatable corporate governance processes across multiple business units.
A key tradeoff is reliance on Diligent-led setup for complex integrations and role design, because operational correctness depends on mapping identities, roles, and meeting permissions before live go-live. Diligent fits best when investor relations needs consistent portal behavior across many meetings while corporate secretary teams require controlled Q&A handling and audit-ready operational records. It is less ideal for organizations that want a lightweight webcast-only workflow with minimal governance and identity configuration effort.
- +Governance workflow coverage for Q&A moderation and meeting lifecycle operations
- +Role-based administrative controls for meeting access and operational segregation
- +Integration-ready meeting program coordination across recurring issuer events
- +Operational logging designed for corporate secretary review and oversight
- –Advanced identity and role mapping requires deliberate pre-meeting configuration
- –Meeting setup effort increases for multi-entity corporate structures
- –Automation depth depends on integration design choices and data readiness
Investor relations teams
Manage annual meeting portal communications
Consistent participant experience
Corporate secretary teams
Run Q&A moderation with controls
Lower operational risk
Show 2 more scenarios
Enterprise integration teams
Automate meeting participation workflows
Reduced manual coordination
Coordinate meeting data and participation operations through integration and automation surfaces.
Multi-entity issuers
Standardize access across business units
Tighter access governance
Use role-based administration to keep meeting access consistent across meeting instances.
Best for: Fits when corporate secretary and investor relations teams need governed virtual meeting workflows with repeatable controls.
Equiniti
enterpriseUK-based shareholder services provider offering virtual AGM and hybrid meeting capabilities.
Structured moderator workflow for Q&A triage tied to meeting operations rather than ad-hoc chat handling.
Equiniti delivers virtual shareholder meeting software with corporate-grade workflows for meeting operations, voting, and participant management. The system is designed around governance controls for running meetings and handling shareholder communications, including structured Q&A moderation and session management.
Proxy voting integration and identity-related checks support end-to-end participation flows from shareholder access through voting and results handling. Equiniti also provides meeting archival capabilities and operational reporting intended for repeat annual and special meeting cycles.
- +Operational workflow controls for meeting runs and moderator handling
- +Configurable Q&A moderation workflow for controlled participant engagement
- +Meeting archive and replay support for post-meeting transparency
- +Strong focus on corporate governance requirements for voting governance
- –Complex setup for governance roles and meeting configuration
- –Advanced voting workflows can require integration planning with upstream systems
- –Question and polling configuration depends on meeting staff training
- –Limited clarity on extensibility options compared with API-first competitors
Best for: Fits when corporate teams need governance-focused meeting ops, moderated Q&A, and dependable archival for repeat AGM cycles.
Q4
mid-marketInvestor relations platform offering virtual events, webcasting, and shareholder engagement analytics.
Dual-language captioning integrated into the live webcast experience for accessibility across multilingual shareholder audiences.
Q4 (q4inc.com) runs virtual shareholder meetings with a portal that combines live meeting access, document materials, and participation tools in one workflow. The system supports proxy statement and meeting content publishing, a moderated Q&A flow, and election handling for votes submitted during the meeting.
Q4 also provides identity and participation controls used for shareholder access, plus configuration for multilingual experiences such as dual-language captioning. For corporate meeting teams, Q4 can be operated with SSO via SAML and governed access through role-based permissions and admin auditability.
- +Moderated Q&A workflow supports controlled participation during live sessions
- +SAML SSO reduces friction for enterprise identity management
- +Multilingual captioning supports consistent accessibility for global meetings
- +Meeting portal centralizes materials, participation, and election actions
- –Complex pre-meeting setup can require careful coordination across stakeholders
- –Some advanced vote and tabulation scenarios depend on configuration support
- –Custom meeting workflows may require vendor involvement for edge cases
- –Capacity and webcast latency controls need governance for high-throughput events
Best for: Fits when corporate teams need a single meeting portal with moderated Q&A, multilingual accessibility, and enterprise SSO governance.
Donnelley Financial Solutions
enterpriseSingular platform providing financial reporting, proxy, and virtual shareholder meeting capabilities.
Run-of-show oriented meeting operations that coordinates portal, live Q&A moderation, and vote closeout into inspector-ready outputs.
Donnelley Financial Solutions supports corporate virtual shareholder meetings with an end-to-end meeting operations workflow, from portal and webcast launch to vote collection and meeting archive handling. The offering emphasizes operational controls around shareholder communications and meeting execution, including identity and eligibility checks tied to the proxy lifecycle.
Capabilities typically include proxy voting integration touchpoints, Q&A moderation workflow controls, and ballot tabulation outputs used for inspector-of-elections reporting. For teams running repeated annual meeting portal schedules, the value concentrates on process repeatability and governance during live meeting execution.
- +Meeting workflow coverage spans portal, webcast, Q&A, and vote closeout outputs
- +Operational governance controls support consistent execution across meeting cycles
- +Designed for repeat corporate meeting operations with structured run-of-show handling
- +Integration into proxy lifecycles supports downstream voting and tabulation continuity
- –Setup depth can require coordination across meeting ops, legal, and proxy stakeholders
- –Moderation and attendee controls may feel less granular than tools built for heavy customization
- –Extensibility for unusual meeting formats can depend on implementation support
- –Webcast operations and accessibility settings require careful pre-meeting configuration
Best for: Fits when corporate teams need repeatable virtual meeting execution with governance and proxy-lifecycle continuity.
On24
enterpriseVirtual event and webinar platform used for investor and shareholder meetings.
Webcast-native event pages that support interactive Q&A moderation and replay-centered meeting archives in one workflow.
On24 differentiates with a webcast-first approach that carries into virtual shareholder meeting workflows, including event pages and interactive engagement. The solution supports live Q&A moderation and event interactivity designed for corporate investor audiences. On24 also provides meeting archive content and accessibility features aimed at replay and consumption after the session ends.
- +Webcast-first event UX that makes shareholder meetings feel like structured broadcasts
- +Built-in live Q&A moderation workflow for controlled investor interaction
- +Replay archive support for post-meeting access and reuse
- +Accessibility-oriented webcast features for broader viewer compliance
- –Voting and ballot operations require tighter coupling to external proxy workflows
- –Identity verification depth can depend on how the meeting is integrated end to end
- –Feature coverage for inspector-of-elections workflows is not as centralized as some Diligent-style tools
- –Admin governance is more complex when multiple event templates and audiences are used
Best for: Fits when investor relations teams need a webcast-native meeting experience with managed Q&A and strong replay.
Cvent
enterpriseEvent management platform with virtual event and webinar modules.
Event operations workflow model that ties meeting administration, engagement configuration, and reporting into one configurable execution flow.
Cvent supports virtual shareholder meeting programs with event-focused workflow tooling that maps agenda, registrations, and engagement into a single operational thread. Its integration surface is oriented around bringing meeting data in from upstream systems and pushing participation and reporting outputs back out for governance review.
The product is built for configuration-heavy deployment patterns, including role-based access controls and meeting administration controls that help manage internal approvals. For corporates that already standardize event operations, Cvent can reduce coordination overhead by aligning meeting logistics with audience access and moderated engagement.
- +Strong event administration workflows for agenda, registration, and attendee management
- +Clear administrative RBAC patterns for internal roles during meeting operations
- +Integration and API surface supports data exchange with corporate systems
- +Audit-oriented activity tracking supports internal governance reviews
- –Shareholder meeting-specific governance workflows may require careful configuration
- –Webcast engagement tooling can require integration work to match broker participation flows
Best for: Fits when corporate teams want event-style operations plus integration and admin controls for virtual meetings.
Webex
enterpriseCisco video conferencing and webinar platform for corporate meetings.
Role-based operator controls for Q&A moderation and participant management during the live webcast session.
Webex runs the live webcast and teleconferencing layer for virtual shareholder meetings, including screen-sharing, participant management, and recording for meeting archives. Its meeting controls support corporate governance workflows like Q&A moderation and structured polling during the webcast.
Administrators can integrate Webex for enterprise access patterns using SSO with SAML and manage access through org-level configuration. Webex fits best as the communications and session control component inside a broader shareholder meeting stack rather than as an end-to-end proxy and tabulation system.
- +Strong live webcast controls with Q&A moderation and operator-managed session flow
- +Meeting recording and archives support post-meeting reference for corporate stakeholders
- +SSO via SAML supports enterprise access governance for meeting operators and participants
- +Stable teleconferencing feature set supports hybrid formats with consistent presenter controls
- –Webex does not natively handle shareholder identity verification and identity-backed ballot controls
- –Proxy distribution, ballot tabulation, and inspector-of-elections workflows require external systems
- –Advanced meeting automation depends on admin configuration and integration rather than built-in meeting scripts
- –Large-participant performance tuning needs careful planning for webcast latency thresholds
Best for: Fits when corporates need a governed webcast and operator workflow inside an existing meeting and voting stack.
BigMarker
SMBWebinar and virtual event platform with branding and attendee engagement tools.
Q&A moderation within the live event room lets hosts manage questions and control what reaches the panel.
BigMarker is a virtual shareholder meeting software option for corporate teams that run agenda-driven meetings with live video and moderated interaction. It supports managed event rooms, attendee registration workflows, and meeting-day controls that handle Q&A moderation and participant access.
The product focuses on webcast-style delivery and meeting operations rather than deep proxy and ballot operations. For organizations that need a branded annual meeting portal experience with operational governance over attendees and livestream behavior, BigMarker can fit without adding heavy voting infrastructure.
- +Q&A moderation tools support structured attendee questions during live sessions
- +Event room controls centralize access and presenter management for meeting operations
- +Registration and attendance workflows reduce manual coordination on meeting day
- +Video delivery tooling supports webcast-style interactions for large audiences
- –Proxy voting integration and ballot tabulation are not its primary native focus
- –Advanced shareholder identity verification workflows require external processes
- –Complex governance needs may increase operational work for meeting admins
- –Accessibility and captioning controls depend on the specific webcast configuration
Best for: Fits when corporate teams need moderated virtual meeting operations and webcast delivery, not full proxy tabulation.
Conclusion
After evaluating 10 entertainment events, Sherpany stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
- Entertainment EventsTop 10 Best Virtual Events Software of 2026
- Business Process OutsourcingTop 10 Best Shareholder Software of 2026
- Business FinanceTop 10 Best Virtual Board Meeting Software of 2026
- Entertainment EventsTop 10 Best Virtual Conference Services of 2026
- Legal Professional ServicesTop 10 Best Shareholder Services of 2026
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