How do you start using AI, building on workflows you already have in place? Proxywise identified practical use cases that complement your existing workflow and help you solve the most common pain points today, with data you already own.
Be alerted to material governance concerns at the companies you hold. Within 24 hours of every S&P 500 proxy filing, the ballot items that deserve a second look, with the trigger, the evidence and the citation.
Your own policy, desk guidance and the reasoning behind your past votes, codified into one rule set and applied at portfolio scale. This enables many practical use cases, including:
Deutsche Bank
Fidelity
team
Within 24 hours, with the rule, the evidence and the citation.
Every divergence from your advisor shown with the rule.
Against your holdings and your past votes.
In minutes, with sources.
A practical way to start leveraging AI you can trust. Everything runs on public filings and data you already own.
The engine understands your policy, your voting history and your holdings' filings. Its architecture breaks work into four key steps, never one model deciding a vote on its own: extract the facts, match the rules, recommend with citations, audit every step.
Every fact carries its source: SEC EDGAR filings the day they land, company investor relations pages, your policy, your voting record, the advisor reports you already license.
Your record, your policy and your holdings' filings answer in minutes, with a source on every line.
Your written policy, desk guidance and past reasoning become explicit rules with a scope, a threshold and named exceptions, grouped so every flag names the rule behind it.
Every item carries its audit trail: the rule that fired, the evidence, who reviewed it and the rationale behind any override.
A governance profile for every company you hold, and a profile for every director: tenure, other boards, attendance, independence and committee roles, kept current from the filings.
An alert for every new filing of the companies you hold, the day it lands on EDGAR. Each filing is read and folded into the research as it drops.
AI that applies your policy, not AI that decides for you. Bright-line rules decide; ambiguous items are flagged for review. Your team decides. Your data never trains LLM models.
If you want a product without sharing any of your data, one that gives you an easy first start into seeing how powerful AI analytics are in flagging key governance concerns within your holdings, just sign up. If you want to start with your custom policy, contact us and we will get you going.
Monthly subscription. Hands-on work priced per project.
Governance Flags: sign-up open to institutional investors. One-week free trial with a card on file, or an access code from us with no card. Billed monthly by card; cancel any time from your plan page. Custom Policy: invoiced monthly; a founder sets up every organization.
No. Proxywise is software that applies a rule set at scale and shows its work: under Governance Flags, the governance flag rules; under Custom Policy, your own. Not a voting platform, not an engagement system, not a house view. Your team decides every vote, and vote execution stays in your existing stack.
A flag is a prompt to look, not a vote call. It means one of the governance flag rules triggered on that item, and the report shows which rule, the facts it turned on and the citation into the filing. No flag means none of the rules triggered and the item stays with management's recommendation. Governance Flags never say For or Against: where you might want to vote against management, the flag points you there, and the decision stays with your team. Every decision you record is stored and searchable.
One fixed set of governance rules, the same for every subscriber, in four groups: board basics (attendance, board independence, overboarding), board accountability (governance failures, responsiveness to shareholder votes, sustained underperformance alongside problematic governance provisions), shareholder rights (classified boards, supermajority requirements, proxy access) and governance shareholder proposals. Executive pay, audit and environmental and social proposals are not in the set. Every rule is readable in the app and written to be defensible on its own; a false flag costs more than a missed one, so the set is tuned for precision. Rules are not editable in Governance Flags. The day you want a definition changed, that is the Custom Policy product, and a request-a-change button gets you to a founder.
No, and you should not have to. Proxywise sits next to your advisor and adds what an advisor does not offer: governance flags on filing day, a check of how your policy was applied, calibration and back-testing of your rules, and a voting record you can query in plain language.
The day a filing drops, the engine applies your written policy and produces its recommendation, with the rule that fired and the evidence from the filing. When your advisor's report lands, you add it and see the two side by side in a diff view: aligned items pass, divergences are highlighted with the rule in your policy, the advisor's rationale and the evidence, for your review. What you provide: your policy document once, then the advisor's vote reports as they arrive, exported from the advisor platform as your own licensed data. There is no integration with, and no retrieval from, advisor systems.
It is checked twice. Inside the engine: bright-line rules decide, ambiguous items are routed to review, the same policy on the same ballot gives the same result across runs, and every fact carries its source. Then by an independent AI evaluation against a human-verified answer key for a set of reference meetings, re-run at every policy release. Then people, where judgment belongs: spot checks on the sample you choose, review items routed to your analysts with the points for review, overrides recorded with rationale.
No, and it should not. Language like case by case and generally consider is there on purpose, and the answer is not for us to guess what it means. It is to look at how your team has already exercised that judgment: the reasoning behind your past votes, your desk guidance and your internal vote instructions. Those become explicit defaults and named exceptions, at your direction and signed off by you. Where the policy is genuinely open, the item is argued and routed to your team rather than decided. The nuance stays; what changes is that it is applied the same way every time instead of depending on who is looking.
S&P 500 annual meetings, US filings only, within 24 hours of the filing. Companies outside the index run on demand by name or from your uploaded holdings, one credit each; Governance Flags include 20 credits a month, and unused credits roll over up to a balance of 100. Non-US markets, special meetings and M&A are not included yet but are on our roadmap.
Institutional investors. Governance Flags is self-serve: request access, and once your organization is set up you pick a portfolio and the flags start landing. Custom Policy is set up with a founder, who codifies your policy with your team and walks you through the first result.
Hosted in the US, encrypted in transit and at rest, with strict data walls between clients. Your team and the two founders see it, nobody else. Your data is never used to train models; foundation models are called through the API for inference only. Not yet SOC 2 certified; security documentation and a data processing addendum on request. Every item carries its audit trail, exportable at any time.
Proxywise is open to institutional investors. For Governance Flags, request access and we set up your organization. For your own policy, a founder codifies your policy with your team and walks you through the first result.
CII Fall Conference · Boston · Sep 30 – Oct 2
Rule-level traceability from disclosure to rule to result, without turning stewardship into a black box.
