Institutional Proxy Voting Services
Take full control of proxy voting
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Automate new account set ups, including bulk entries
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Establish rules to streamline and strengthen procedures
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Oversee, track, and tabulate all votes in one dashboard
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Empower fund investors with pass-through voting
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Create and deliver instructions using custom templates
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Earn more AUM from vote-focused asset managers
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Integrate internal, third-party, and EDGAR-sourced data
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Monitor trends across your peers
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Set alerts for key meetings, markets, accounts, and more
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Leverage self-service tools for SEC, 8-K, and N-PX filings
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Implement procedural rules and guidelinesÂ
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Create custom reports by category, date range, and more
Add insight and efficiency to your entire process
Automated campaign efficiency
Simplify governance on a consolidated platform with automated account setups, integrated recommendations, custom rule and reporting, and more.
Power to every shareholder
Extend voting rights to individual fund investors, expanding shareholder democracy and serving asset owners focused on voting practices.
Custom guidelines and analysis
Receive extensive data and analytics that incorporate proxy research, voting history, and more for a unique vantage point on potential improvements.
Simplified regulatory solutions
Meet expanded SEC requirements with a complete reporting and N-PX filing solution comprised of user-friendly self-service tools.
