From client onboarding to AI analysis to transparent disclosure — all in one branded workspace.
A complete toolkit to manage every step of the proxy voting process.
Upload a proxy statement and AI extracts every proposal, recommendation, and rationale in seconds — aligned to each client's profile.
Clients are matched to one of four philosophy-based profiles — Delegator, Profit-Maximizer, ESG-Conscious, or Firm-Trusted — through a guided questionnaire.
Invite clients in one click. Manage profiles, ESG subtypes, households, and account aliases — all searchable, filterable, and exportable.
Run a meeting, get AI recommendations per profile, review, finalize — votes are applied across all matched clients automatically.
Clients see their profile, full voting history, and firm disclosures. They can update preferences or retake the questionnaire at any time.
Field-level encryption, full audit logs, bcrypt + MFA, ISO 27001-aligned controls, and per-firm data isolation. Compliance built in, not bolted on.
Each firm gets its own subdomain, brand, and database schema. Data from one firm can never touch another. Spin up a new workspace in minutes — brand it with a color and logo — and advisors are onboarded the same day.
Enter your workspaceRequest a workspace and we'll set your firm up within 24 hours.
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