Product
Policy-aligned recommendations you can trust.
Proxify sits between public filings and your vote—analyzing primary documents, applying your firm's stewardship policies, and delivering recommendations your analysts can review, refine, and confidently act on.
From filings to a defensible vote.
Inputs
Source documents
- Proxy statements (14A)
- 10-K / 10-Q filings
Your policy
- Client voting guidelines
Portfolio & market context
- Company data
- Voting data
- News & events
- Peer benchmarking
The Proxify decision engine
Governed by your policy. Reviewed by your analysts. Auditable end to end.
- 01Ingest data
- 02Map ballot items
- 03Apply voting policy
- 04Recommend vote
- 05Review exceptions
- 06Report & learn
Outputs
Live ballot recommendations
Policy-aligned positions with rationale
Portfolio voting dashboard
Votes, exceptions, and status in one view
Automated stewardship reports
Client reporting and Form N-PX, from the record
- 01
Import your policy
Upload your voting guidelines as CSV or XLSX, or add them manually. They are parsed into discrete principles the platform can apply and cite.
- 02
Sync your holdings
Every holding in your portfolio is matched to its issuer and upcoming shareholder meetings, and new filings are tracked as they are released.
- 03
Review meetings and recommendations
Proposal-by-proposal research and recommendations, each with the governing principle and supporting materials attached.
Every meeting in your coverage universe.
Meetings populate automatically from your holdings, with research status, deadlines, and against-recommendation counts in one view. Research is delivered as filings become available, so you are never behind.
See how Proxify works across your portfolio.
Book a personalized demo with our team.