How it works
From PDFs to principles-fast
Import policies and supporting documents
Auto-generated draft principles
Edit, add, delete, maintain
Coverage that follows your portfolio
Import CSV/XLSX
Reconcile mapping issues
Manually add holdings
Research you need, when you need it
Calendar of upcoming meetings
Meeting context + proposal breakdown
Recommendations with rationale, alignment, and sources
Stay ahead of proxy-season peaks
Email alerts when research is available
Preliminary vs final toggles
Preference controls
Book a personalized demo with our team.
