Independent data and research to execute smarter governance

Foster confidence in every proxy decision with easy access to proprietary analytics and unique industry insight. Our streamlined solution delivers the actionable intelligence you need to perform due diligence, satisfy SEC requirements and conduct oversight of third-party advisory firms.

Ensure every vote reflects your values Enrich research and analysis with EDGAR-sourced data. We consolidate input from SEC DEF14A, 8-K and N-PX filings, enabling you to identify and benchmark your policies against key industry trends.

• Simplify Workflow
• Streamline Setup
• Customize Guidelines
• Automate Research
• Analyze Trends

Features

• Policy Management: Efficient handling of proxy voting policies.
• Insights: Provides detailed insights into voting trends and outcomes.
• Compliance: Ensures adherence to regulatory standards.
• Integration: Seamlessly integrates with existing systems.
• Automation: Automates proxy voting processes.