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Portfolio Securities Voting

Optimize proxy voting control and efficiency

Meet all of your proxy voting needs—from management and tracking to reconciliation and reporting—affordably, efficiently and conveniently through our online portal. Reduce cost, time and risk with automated proxy voting management.

Integrated recommendation service brings control over vote execution

Combine research and vote recommendations from multiple providers. Set up standing instructions to automate specific account votes according to policies.

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Standard Proxy Management
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Voting Views
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Advanced Voting Options
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Policy Management
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Third-Party Research
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Premier Proxy Management
How We Can Help

An industry leader in proxy management

98%
Client revenue retention rate.
$5T
In transactions processed daily.
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