Capabilities
Services
Vote guidance
Get guidance on how to vote
Vote execution
Submit votes automatically
N-PX
Produce N-PX reports
Analytics
Understand the proxy industry
Integrations
Custodians
Onboard in less than 24 hours
Proxy networks
Send votes through Broadridge, Tumelo, ISS, and more
API
Exchange data automatically
Policies
Pricing
Insight
Careers
Credit ratings ↗
Log in
Request demo
Get started
Integrate
quickly
with custodians
Receive research and vote recommendations for holdings custodied across institutions. Get started in less than 24 hours, depending on the custodian.
Request demo
Get started
Get started in as little as 24 hours
Depending on the custodian, onboarding can be complete in less than 24 hours
Integrate all holdings
Receive vote recommendations on all your holdings and integrate with any major custodian
Automatic updates
Holding changes automatically flow through from your custodian accounts
.svg)
.jpg)
.jpg){kind=avatar}