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Built for modern stewardship & governance teams

Proxy advisory built around your policy—not ours.

Customized recommendations you can own, defend, and explain.

Built by experts from

  • Stifel
  • UBS
  • The White House
  • BlackRock
  • Broadridge
  • Goldman Sachs
  • S&P Global
  • Morgan Stanley
  • State Street
Every meeting across the coverage universe, with research status, deadlines, and against-recommendation counts.

Every meeting across the coverage universe, with research status, deadlines, and against-recommendation counts.

The output

What a Real Recommendation Looks Like.

Example output from a live analysis of the Tesla, Inc. 2025 annual meeting.

TESLA, INC.TSLANYSE · CIK 0001318605 · Annual · November 6, 2025
Analysis Complete
19
Total proposals
12
With management
7
Flagged for review
Meeting-wide alignment15 / 23 principles aligned
65% Aligned35% Not aligned
01Election of Three Class III DirectorsMgmtFORProxifyFOR
100%4 / 4 principles aligned
  • Boards should have a majority of independent directors. Vote against non-independent directors at non-controlled companies where the board lacks majority independence.Fully Aligned
  • Vote against directors who attended less than 75% of board and committee meetings in the previous year.Fully Aligned
  • Vote against a non-executive director who serves on more than four public company boards.Fully Aligned
  • Audit, compensation, and nominating/governance committees should be fully composed of independent directors at non-controlled companies. Vote against non-independent members of these committees.Fully Aligned
10Shareholder Proposal to Repeal 3% Derivative Suit Ownership ThresholdMgmtAGAINSTProxifyREVIEW

ProponentFiled by the Comptroller of the State of New York and the Comptroller of the City of New York.

Proxify's voting rationale

“I must not substitute my own governance judgment, market norms, or third-party proxy-advisor views for an absent policy.”

The client's institutional voting policy supplied for this matter contains no principles at all—the policy-data section states no policy principles are available. Because there is no applicable policy principle addressing shareholder rights, derivative litigation thresholds, or shareholder proposals of this type, I cannot ground an assertive recommendation in any client policy condition.

Here no policy principles were provided at all (not merely silence on this sub-topic), which prevents any policy-grounded analysis and honestly warrants human review rather than a default posture I cannot substantiate.

Where the client's policy provides no basis for a recommendation, Proxify escalates to human review rather than defaulting to a position.

The problem

Stewardship has outgrown the traditional proxy workflow.

Proxify flips the model. You control the policy. The platform scales the research.

Generic research, applied by hand

Recommendations written for a median client, reconciled against your own guidelines line by line—with no tooling built for the task.

Your policy, applied systematically

Recommendations are generated from the guidelines your firm wrote—parsed into discrete principles the platform applies and cites, so each outcome names the principle that governed it.

Opaque rationale

A conclusion arrives without the analysis behind it, so verifying that it reflects your policy means rebuilding the work yourself.

Reasoning you can inspect

Every recommendation arrives with its reasoning attached—the path from principle to evidence to conclusion, with sources linked.

Proxy-season spikes

Volume concentrates into a narrow window, and triage displaces analysis exactly when analysis matters most.

Research as filings are released

Research is delivered the moment filings become available, so the season never collapses into triage.

Research you rent

The analysis stays with the vendor—precedent never accumulates, and the voting record is reassembled after the fact when clients and regulators ask.

A record your firm owns

Every decision, override, and rationale is retained as a complete voting record—it resurfaces on comparable proposals, and client reporting and Form N-PX filings are generated directly from it.

So when someone asks “why did we vote that way?” you have a good answer.

Standards

Built for environments where mistakes are unacceptable.

  • Zero-error policy

    Accuracy is the operating standard. Where the analysis cannot be grounded in your policy and the record, the matter is escalated for human review rather than guessed at.

  • Citations for all research

    Every claim in a recommendation carries a citation back to the source language it relied on, so the analysis can be checked rather than trusted.

  • Traceability from output to score

    Every output traces back through the analysis—from the recommendation to each alignment score, to the principle and source that produced it.

  • User-controlled policies, with no hidden logic

    Your guidelines are the only policy the platform applies. There is no house view, market default, or third-party position beneath them.

  • Interpretations explained and sourced

    Where judgment enters the analysis, the interpretation is stated and sourced—never applied silently.

Built for stewardship

One Platform. Every Stewardship Workflow.

Heads of Stewardship use Proxify to

  • Standardize policy execution across the team
  • Improve defensibility and audit-readiness
  • Reduce time chasing filings and context
  • Scale custom research without scaling headcount

Stewardship Analysts use Proxify to

  • Analyze meetings the moment filings are released
  • Stay ahead of season peaks with early research
  • Apply the firm's policies accurately and consistently
  • Share custom research with everyone that needs it
Security

Built for fiduciary environments where accuracy, security, and explainability are non-negotiable.

Learn more
Least privilege by default
Access is granted only with a clear business justification, scoped to the minimum required.
Layered controls
Overlapping safeguards, enforced uniformly, so no single control is relied on.
Encrypted at rest and in transit
Encrypted at rest with row-level encryption on sensitive tables; TLS 1.2 or higher in transit.
Continuous vulnerability management
Network, dependency, and application testing, with continuous attack surface management.
Learn more
Frequently asked questions
How does Proxify apply our voting policy?

Your voting guidelines are imported as written—as CSV or XLSX, or entered directly—and parsed into discrete principles. Every recommendation names the principle that governed the outcome, so the connection between your policy and each vote is explicit rather than asserted.

What happens when our policy doesn't address a proposal?

Proxify does not substitute a house view, market norms, or third-party advisory positions for your policy. Where no applicable principle exists, the matter is flagged for human review with the reasoning stated, and the decision remains with your team.

Can our analysts override a recommendation?

Yes. Recommendations are inputs to your decision, not substitutes for it. Overrides are recorded with their rationale, and the full decision trail—sources, comments, and approvals—is retained and exportable.

Where does the research come from?

From the primary record: SEC filings and related public materials for each meeting. Every claim in a recommendation carries a citation back to the source language it relied on, so the analysis can be checked rather than trusted.

How is our data protected?

Customer data repositories are encrypted at rest, with row-level encryption on highly sensitive tables, and TLS 1.2 or higher in transit. Access follows least privilege—granted only with a clear business justification and scoped to the minimum required. Vulnerability management runs continuously.

Who is behind Proxify?

A team that has run investment stewardship and proxy voting inside the world's largest institutional investors, and built research and governance tooling used across the industry. Proxify exists to solve a problem the founders saw firsthand: sophisticated voting policies applied through generic research that didn't reflect them.

How is Proxify priced?

Proxify is licensed as an annual subscription, scoped to your firm's coverage universe and team. We will walk through specifics as part of your demo.

How do we get started?

A working session with your voting guidelines and a holdings file is enough to begin: both import directly, and your coverage universe resolves from there. Book a demo and we will run the platform against your own policy on a live meeting.

See how Proxify works across your portfolio.

Book a personalized demo with our team.