Capture each client's values, let AI recommend votes, and apply them everywhere — compliant, transparent, and beautifully simple.
Proxy voting shouldn't mean spreadsheets and guesswork.
A complete platform built for modern advisory firms.
Instantly summarize ballots and surface key voting items.
Encode each client's values into reusable policies.
Bring new clients on board in minutes, not weeks.
Cast a decision and propagate it across all holdings.
Let clients review, adjust, and track their votes.
SOC 2, encryption, and a complete audit trail.
Three steps from values to disclosed votes.
A simple questionnaire builds a values-based voting profile.
Each ballot is matched against the profile with clear rationale.
Approve, cast, and share a transparent record with clients.
Deliver a fully branded experience to every client. Logos, colors, and domains adapt automatically per firm — purple, green, teal, or amber.
Manage clients, branding, and compliance from one place.
Review AI recommendations and finalize votes with confidence.
Track votes and disclosures through a self-service portal.
Join the firms modernizing how they vote on behalf of clients.
Request access