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.

Standard Proxy Management

Voting Views

Advanced Voting Options

Policy Management

Third-Party Research

Premier Proxy Management

Comprehensive proxy voting solutions with three tiered service levels

Pay only for what you need. Choose from Standard with reporting; Premier with more advanced features, such as policy management; or Integrated Recommendation with vote execution and more.

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ProxyEdge: Complete Proxy Management From Voting Through Reporting

Here’s a look at how the ProxyEdge three-tiered solution helps address proxy voting challenges.

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Portfolio Securities Voting

Optimize proxy voting control and efficiency

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.

Comprehensive proxy voting solutions with three tiered service levels

Pay only for what you need. Choose from Standard with reporting; Premier with more advanced features, such as policy management; or Integrated Recommendation with vote execution and more.

ProxyEdge: Complete Proxy Management From Voting Through Reporting