Enterprise-Grade AI for Proxy Voting Services

The Agentic AI Platform for Proxy Voting Services

The Agentic AI Platform for Proxy Voting Services

StackAI helps proxy voting teams automate ballot intake, policy-driven vote recommendations, and exception reviews—connecting to your internal knowledge bases and workflows with enterprise governance, access controls, and audit-ready outputs.

Give investors and managers instant insights

Instantly check policy terms and confirm eligibility

Summarize internal repositories and generate memos

Trusted by

  • YMCA
  • Lifemd
  • Allworth financial
  • EarthLink
  • City of Santa Monica
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • Granite
  • Alliad
  • smartasset
  • exeter
  • DDC
  • bae systems
  • MIT
  • YMCA
  • Lifemd
  • Allworth financial
  • EarthLink
  • City of Santa Monica
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • Granite
  • Alliad
  • smartasset
  • exeter
  • DDC
  • bae systems
  • MIT
  • YMCA
  • Lifemd
  • Allworth financial
  • EarthLink
  • City of Santa Monica
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • Granite
  • Alliad
  • smartasset
  • exeter
  • DDC
  • bae systems
  • MIT

Secure Agentic AI for Proxy Voting Services

StackAI enables proxy voting teams to automate agenda ingestion, policy-based recommendations, exception handling, and audit-ready reporting—using governed, secure agentic workflows that integrate with your data sources and tools.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for proxy voting summaries, exceptions, and audit trails
Templates for proxy voting summaries, exceptions, and audit trails

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • YMCA
  • Lifemd
  • Allworth financial
  • EarthLink
  • City of Santa Monica
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • Granite
  • Alliad
  • smartasset
  • exeter
  • DDC
  • bae systems
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • YMCA
  • Lifemd
  • Allworth financial
  • EarthLink
  • City of Santa Monica
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • Granite
  • Alliad
  • smartasset
  • exeter
  • DDC
  • bae systems
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

Case Studies

How a Wealth Management Firm Classifies Millions of Documents with AI Agents

Automate document classification and downstream workflows securely

Case Studies

How a Wealth Management Firm Classifies Millions of Documents with AI Agents

Automate document classification and downstream workflows securely

See how a wealth management firm used StackAI agents to classify large volumes of documents with stronger governance, faster turnaround times, and reliable, audit-ready outputs.

Workflows used

Classify and route documents automatically using governed AI workflows
Enforce access controls, traceability, and audit-ready reporting
Integrate with internal systems to reduce manual review and errors

Wealth Management

Use Cases Collection

75+ AI Agents Transforming Enterprises

Discover 75+ proven AI agent applications designed to help enterprise teams modernize outdated processes, improve accuracy, and accelerate critical business decisions.

Use Cases Collection

75+ AI Agents Transforming Enterprises

Discover 75+ proven AI agent applications designed to help enterprise teams modernize outdated processes, improve accuracy, and accelerate critical business decisions.

Use Cases Collection

75+ AI Agents Transforming Enterprises

Discover 75+ proven AI agent applications designed to help enterprise teams modernize outdated processes, improve accuracy, and accelerate critical business decisions.

Platform

Build AI Agents for Proxy Voting Services

Automate vote processing, meeting workflows, and shareholder communications with AI agents that extract proposals, verify instructions, reconcile holdings, and generate audit-ready reports securely.

Platform

Build AI Agents for Proxy Voting Services

Automate vote processing, meeting workflows, and shareholder communications with AI agents that extract proposals, verify instructions, reconcile holdings, and generate audit-ready reports securely.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

HIPAA

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

HIPAA

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

HIPAA

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

our clients' opinions

Proven Impact, In Our Customers' Words

our clients' opinions

Proven Impact, In Our Customers' Words

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let’s Build Agentic AI for Proxy Voting Services, Together

Book a demo to see how AI agents can streamline proxy vote processing, extract insights from filings and shareholder communications, and deliver faster, more accurate compliance-ready reporting.

Get started

Let’s Build Agentic AI for Proxy Voting Services, Together

Book a demo to see how AI agents can streamline proxy vote processing, extract insights from filings and shareholder communications, and deliver faster, more accurate compliance-ready reporting.