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Digital Proxy

Online proxy platform

Deliver an organized, fresh and engaging experience while providing vital information to your institutional and retail shareholders. Interactive Proxy makes it easy to increase participation while highlighting important corporate messages and showcasing your brand — all online.

Take your proxy to the next level

Deliver key information about priority issues including ESG and board diversity in a flexible online environment. Our platform helps you easily and cost-effectively present key information so it will have the greatest impact. Embedded videos and graphics, customized landing pages, and flexible navigation enhance your message.

Humanize Your Board

Deliver Key Information

Engage Investors

Improve Readability

Easy Navigation

Customize Branding

Communicate key information

Begin with a custom landing page that leverages your branding to communicate key information. You can even include additional resources like the date and location of the annual meeting, voting instructions and related materials.

Why enhance your proxy statements and annual reports?

Help investors quickly locate the information they need and vote
Highlight corporate achievements
Promote shareholder participation and voting

Customize your landing page and improve the user experience

Detail your shareholder experience with key information and interactive multimedia content
Options to add embedded video and additional key elements
Flexible navigation options to enhance the shareholder experience

Distribute your proxy faster and reduce risk

Automated conversion of SEC filed proxy statements eliminates the risks of manual handoffs – accelerating your time to market

See Product Specifications

Video

See what’s possible with ProxyVote

Stand apart with digital proxy voting tools that transform the investor experience.

Proven proxy experience

1,000+

Clients that are publicly traded companies — many in the Fortune 500.

>2B

Shareholder communications distributed annually.

95%

Of today's investors are active online.

Resource

2024 Proxy Design Best Practices

Resource

Proxy Design Library

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Distribution 360

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Expense Management and Fee Validation

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Fi360 Data and Analytics

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Fund Budgeting and Accruals

Global Market Intelligence

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InvestorView

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Operational Risk Management

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Portfolio and Order Management

Portfolio Securities Voting

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Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

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Vdr

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