We process customer investment accounts to determine the shareholder votes each customer is eligible to cast an Expression of Wish on.
We collate expressions of wish into timely data feeds. Feeds go to fund teams who incorporate customer opinion into their stewardship frameworks.
We report fund manager votes and AGM outcomes to customers, demonstrating their personal & collective influence.
Votes focus on issues at individual companies and cover broad themes from governance to environmentalism. So, your customers can influence topics they care about.
Company AGM votes are full of jargon. Our content team transform a vast amount of vote data into digestible and balanced arguments.
Great documentation, straight-forward user guides and tech support on-hand.