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ProxyAdvisorAI

Now in Beta

AI Proxy Voting
Engine

Unlock the value of AI in your proxy voting process with institutional-grade proxy voting recommendations.

Advanced AI models
Cost-efficient
Custom voting policies
Excel export ready

Watch AI analyze complex proxy proposals in real-time

Built for Investors, Large & Small

Discover how different types of organizations can leverage our voting engine to substantially lower their cost of proxy voting and use it to enhance their product offering to their customers

Proxy Advisory Reinvented

Your proxy advisor, on-demand

Upload any proxy statement and instantly analyze each proposal and receive tailored, policy-driven voting recommendations you can trust. Get clear rationales, full explainability, and actionable insights in minutes.

Instant, explainable recommendations for any proposal
Generate all your proxy voting recommendations yourself
Scales effortlessly from a single name to thousands

Policy Fine-Tuning & Simulation

Run “what-if” analyses with a single click

Test and optimize your voting policy by simulating outcomes on historical or hypothetical proxies. Instantly see how changes to your policy would affect your voting track record, alignment, and risk exposure.

Scenario testing on real data
Understand what matters most to shareholders
Identify & resolve conflicts in advance

Pass-Through Voting

Personalized proxy voting at scale

Deliver voting choice for clients or plan participants. ProxyAdvisor AI enables pass-through voting: simply, transparently, and at scale. Empower underlying investors to express their own values and preferences, while maintaining full auditability and documentation.

Flexible voting policy selection for every client or account
End-to-end automation of personalized recommendations
Full transparency and reporting for participants and regulators

Powerful Features

Our AI proxy voting engine is combines cutting-edge technology with institutional-grade reliability to deliver recommendations you can trust (and is readable on your mobile device)

Fine-tune voting policies

Fine-tune your voting engine using reinforcement fine-tuning (RFT) to achieve expert-level automation of proxy voting, using humans to analyze edge cases.

Detailed rationales and citations

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

Integrate news and third-party APIs

Want to turbo-charge your voting engine? Integrate news search, SEC EDGAR filings, live market data, financial results data and more.

Ready to Transform Your Proxy Voting Process with AI?

Contact us today to start your journey toward adopting AI in proxy voting.

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