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ProxyAdvisorAI

Now in Beta

Give your stewardship team AI superpowers

Spot red flags and opportunities as the disclosures roll in. Our AI‑powered risk scanner delivers a rapid diagnostic with vote‑impact forecasts based on your voting policy. Get a free 30-mins consultation now.

Rapid risk scans
Governance checklists
Vote-impact forecasting
Transparent and detailed rationales

Watch the proxy voting engine catch negative voting recommendations in minutes.

Proxy Voting Toolkit for Stewardship Teams

Whether you are new to proxy voting or part of a seasoned stewardship team, ProxyAdvisor AI can support you with data-backed insights to identify risk areas, improve your proxy voting choices and put you on a stronger footing during proxy season.

Proxy Voting AI Agents

Deploy a team of 1,000 proxy advisors.

Analyze annual reports and other corporate disclosures the day they are disclosed and receive an instant analysis of proxy voting triggers, confidence scores and proxy voting recommendations to zoom in on edge cases.

Custom proxy voting policies
Human feedback to generate feedback loops
Choose from powerful AI models

End-to-End Voting Automation

Execute proxy votes and file N-PX reports.

Proxy voting recommendations are only useful if you can act on them. Which is why we offer a reliable proxy voting service to streamline your entire proxy voting workflow from start to finish.

Fully customizable voting policies
Streamlined proxy voting automation
Reporting that meets compliance requirements

Proxy Voting Policies for AI Era

Rewrite your proxy voting policies for AI

You already have a 50-page proxy voting policy that is revised annually. But is it ready for AI agents? Maybe not. Let us help you fine-tune your proxy voting policies for use by large-language models.

Fine-tune your proxy voting policies
Golden dataset development for AI fine-tuning
Back-test your proxy voting policies with AI

Powerful Features

Our AI Agents power our proxy voting engine and deliver actionable recommendations that are viewable in an intuitive UI or as Excel tables.

Knowledge of any type of voting policy

The AI Agent has knowledge of the voting policies of major institutional investors and can predict voting trends with high accuracy.

Detailed rationales and citations

Receive detailed explanations for each question with comprehensive rationales and citations grounded in policies from your proxy voting policiy.

360-degree context

Integrate news search, SEC EDGAR filings, live market data, past voting data, financial results data and more to develop a deeper awareness of how your shareholders might vote against you.

Searching for an AI companion to augment the strength of your stewardship team?

Join the waitlist and be among the first to access our first-of-its-kind proxy voting AI Agent purpose-built for generating voting recommendations.

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