Meet the demands of modern
investment stewardship
Expertise and solutions for faster decisions, greater efficiency, and smarter
insights needed to vote confidently
Enhance governance control, speed, and transparency
End-to-end solutions for effective investment
stewardship
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Plan and execute proxy votes on one end-to-end platform
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Integrated workflow allows simple, user-based configurability
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Receive AI-powered company reports earlier than traditional sources
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Integrate into internal solutions with robust APIs
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Engage all investor types across thousands of brokers and custodians
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Connect directly to ProxyVote.com or alternative voting platforms
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Access flexible policy options from third parties, or create your own
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Design seamless retail shareholder user experiences
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Create adaptable, data-driven policy options
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Maintain neutrality and provider independence
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Access custom outputs and decision-useful information ahead of industry standards
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Streamline reporting and stewardship output
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Simplify N-PX with seamless managed services
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Increase front-end efficiency and stakeholder transparency
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Customize online presentment
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Fully integrated SEC filings
ProxyEdge: Not just a platform—
complete proxy modernization
Make confident proxy decisions while reducing manual work, advisor bias, and cost. Automate workflows and analytics to transform how you research and execute votes
Enhanced dashboards: Bring voting activities to life with custom, interactive dashboards that use automated workflows and quick data access for research, communications, alerts, votes, and more.
Create and manage watchlists to flag high-profile companies or key meetings, surface them instantly on the dashboard, and take immediate voting action.
Optimized voting workflow: Simplify voting with tailored views, detailed agendas, guided approvals, and smart filters that adjust based on user permissions.
Interactive, client-ready reports: Streamline reporting with standard templates, custom options, insightful data visuals, and improved scheduling. Adjust metrics, filters, and layouts for dynamic outputs. Use AI to sift through data, recommend relevant insights in visuals, and make reports with less manual effort.
Robust data and analytics: Backtest custom voting policies in a risk-free environment to support rapid evaluation, policy refinement, and enterprise-wide alignment.
AI-powered Issuer Lens: Receive company scorecard data and analytics weeks earlier than traditional methods. Verified, objective facts let you make quick and clear comparisons across industries, companies, and other critical factors.
An AI‑powered chatbot allows users to query company filings directly and receive source‑attributed responses, reducing manual review and accelerating fact validation.
Comprehensive APIs: Integrate capabilities into your operating model instead of the other way around. Adopt the entire platform, use real-time APIs to manage proxy voting data within existing portfolio construction applications, or build your own white-labeled solution.
What's next for your business?
We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.