How It Works
Faster, more affordable, and easier to use than traditional advisors—while being more responsive to your values and accessible to your entire team.
Define Your Principles
Set your voting policies and preferences. Choose from the leading policies in the industry or customize your own approach to governance and performance.
Automatic Analysis
When proxy materials are published, our AI analyzes questions in real-time, pulls relevant facts from disclosures, and applies your chosen policies automatically.
User-Friendly Results
Every vote comes with a clear explanation of what was voted and why, based on facts and your principles. Review, override when needed, or let it run automatically.
Why Proxywise AI
Proxy voting that's understandable, affordable, and gives investors a real voice
Personalized Voting
Votes tailored to investor preferences and values, not generic policies. Set your principles and apply them consistently across all holdings.
Complete Transparency
Every vote includes detailed reasoning in plain language, grounded in facts from company disclosures and your stated principles. No black boxes.
Real-Time Intelligence
Proxy materials analyzed immediately upon publication, combining complete knowledge of corporate disclosures with memory of your preferences.
Delegation with Control
Automatic voting by default, with the option to review and override when it matters. You stay in control without the burden.
Affordable at Scale
Far more cost-effective than traditional proxy advisory services, while delivering higher quality, personalized recommendations for every holding.
Your Judgment Matters
When you override votes or provide feedback, that judgment becomes part of the learning system, improving recommendations over time.
Built for Every Investor
From institutional asset managers to individual shareholders, proxy voting designed for specialists and retail investors alike.
Institutional Investors
In-House Voting Automation
Bring voting in-house using AI for analysis and recommendations
Investor Choice
Offer clients multiple policy options or fully personalized preferences
Retail Investors
Retail Voting Research Platform
Research and decide how to vote your shares with smart research tools
Coming Soon
We are building more features for retail investors, including voting execution
Get in Touch
Have questions about our proxy voting platform? Want to learn more about how we can help? We'd love to hear from you.