ProxyEdge^®

Value and Efficiency at Your Fingertips

• Fast and easy automated account set up
• Convenient templates to add up to 2500 new custodial accounts at once
• Manage everything on a single sign-on platform

Execute with Confidence

Recent market shifts, including a focus on transparency, ESG and the increase in mobile-reliant remote workers, have uncovered gaps in the way proxy votes are managed and executed. Streamline your operations with ProxyEdge, our end-to-end electronic voting solution. ProxyEdge’s automated account setup and fully integrated Proxy Policies and Insights^® features add efficiencies to your operations and improve your overall experience.

Automated Account Setup

Adding new custodial accounts is fast and easy. Simply submit account registration requests directly to your custodian through ProxyEdge.

Select a single account or use bulk templates to upload multiple accounts at once—up to 2500. The escalation feature minimizes delays. Requests with unchanged status after three business days can move to the front of the queue.

Optimize Share Recall

The Broadridge Share Management Solution, available through ProxyEdge, combines the power of lending and proxy data, so that you can achieve the dual objectives of complying with your ESG principles while delivering additional value to your clients. This solution gives the user the ability to see upcoming record dates of any public company as early as 3 weeks prior to being announced. Plus, maximize interest revenue and gain a consolidated view of all upcoming global and U.S. meetings.

Integrated Proxy Policies and Insights

Access everything you need for due diligence and vote execution from the single sign-on ProxyEdge platform.

Get unmatched insight and analysis based on EDGAR sourced historical data with Broadridge Proxy Policies and Insights. Identify and benchmark your policies against key industry trends with inputs from SEC DEF14A, 8-K and N-PX filings. Confidently meet your fund’s ESG objectives with leading MSCI insight, efficiency, flexibility and control across every vote, every time.

Integrated recommendations and customized reporting

Easily add third party research reports, Broadridge data-driven research, analytics and reporting, and much more, including direct access to subscription-based research reports and vote recommendations from industry experts. Instantly customize reports by proposal category (including detailed ESG categories) and date range via on-demand audit history, to keep proxy votes aligned with policy, instructions and management recommendations. Plus, use Broadridge ProxyDisclosure^® to easily meet all SEC disclosure requirements.

Providers and Their Coverage

ProxyEdge^® Service Tiers

Create and execute informed vote instructions using data-driven, customizable templates, third-party research and recommendations or your own policy guidelines. Flag key meetings, markets, accounts or proposals with advanced custom alerts. Easily add new custodial banks and brokers via automated account setup features.

More Choice. Less Effort. Greater Value.

^{Broadridge is not a proxy advisor and the ProxyEdge service will not include any Broadridge recommendation as to the manner in which a client should vote or the factors that a client should consider when voting on any issue, candidate or ballot proposition.}