Powerful voting technology that wins you clients

Who we work with









Our flexible product offers:
Pass-through voting
If you're looking for a solution that allows you to give your investors the vote, pass-through voting allows your institutional investors to easily submit their vote instructions to you. Tumelo takes care of aggregating votes from all your institutional investors and submitting the resulting vote to the proxy intermediary.
Key features
- “Beneficial-owner-first” verification
- All fund and investor types
- Easy web platform
- Vote policies and rationale
- Vote submission and override


Expression of wish
If you want to stay in control of the vote but you're keen to engage with your clients on a more regular basis by capturing vote preferences ahead of upcoming AGMs, then expression of wish is the voting product for you.
Key features
- Reach all your unit holders
- All fund and investor types
- Simple-to-use web platform
- Vote policies and rationale
- Vote submission
Vote reports
Whether your clients are using expression of wish or pass-through voting, Tumelo pulls your clients' vote-preferences data into one, easy-to-use dashboard. Review client vote data to help you address areas of misalignment, spot changes in trends, identify account growth opportunities, refine your investment strategy and plan for upcoming client meetings.
Key features
- Easy-to-use web platform
- Search and date refinement

By working together, Fidelity and Tumelo have been able to take this one step further by creating a bespoke Stewardship Hub, giving trustees the ability to interact with the stewardship approaches of their fund managers and ensuring the prioritisation of member outcomes.
Kim Nash
Independent Chair of Trustees, Fidelity Master Trust
Want to learn more?
Download our white paper or book a demo for more information on pass-through voting.
