Pricing

Individual Investor

Tracking
  • Custom Policy Preferences
  • Company Watchlist
  • Portfolio Summary
  • Shareholder Meeting Vote Results
Automated Brokerage Voting (soon)
Automated Fund Avisory (soon)

Fund Manager

Aggregated Data
  • Independently Verified Ownership
  • Preferences by Issue/Policy
  • Searchable and Filterable
Insights
  • Investor Sentiment Reports
  • Shareholder Proposal Trends
  • Shareholder Preference Projections

Brokerage

Individual Data
  • Independently Verified Identity
  • Shareholder meeting votes
  • No Policy, Cause or Preference Data
Full Integration Support
  • Well Documented RESTful API
  • Custom Reports and Notifications
  • Free Ongoing Support