The stewardship operating system that replaces your entire toolkit.
Engagement tracking. Proxy voting. Multi-regulation reporting. AI-powered guidance. All connected. All in one place.
Never lose track of an engagement again.
One unified view across equities, corporate bonds, and sovereign debt — with a complete audit trail that's always regulator-ready. No more piecing together spreadsheets before an AMF or FRC request.
- Complete audit trail across all asset classes — ready for any regulator
- Escalation workflows that flag stalled engagements before they become compliance gaps
- Sovereign debt engagement tracking — a capability no other platform at this price offers
- Export any engagement history in the format your regulator requires
Structured voting. Defensible rationale. Every time.
From EDGAR filing retrieval to voting rationale documentation, every proxy vote and bondholder dialogue is recorded with a clear audit log — so you can demonstrate stewardship, not just claim it.
- Voting rationale captured in a structured, auditable format — not buried in emails
- Bondholder dialogue workflows aligned to ICMA principles
- Cross-reference your full voting history by issuer, theme, or resolution
- One-click disclosure exports for SRD II voting requirements
Six frameworks. One dataset. Reports in seconds.
Stop duplicating effort across SRD II, ISR Label, SFDR, and more. engage insights maps your stewardship data to each regulation's requirements and generates tailor-made evidence packs — configured to your exact fund structure, not a generic template.
- Evidence packs generated on demand — not assembled over 3 weeks
- Configured to your specific regulatory obligations and fund structure
- Covers SRD II, ISR Label 3.0, UK SC, SFDR Art.8/9, UNPRI, and SEC Climate — simultaneously
- Every report is audit-ready with full data lineage and sourcing
An always-on assistant for your stewardship strategy.
Surface risks before they escalate. Prioritise engagements by materiality. Get regulatory guidance grounded in official sources — not generic AI hallucinations. Your team makes better decisions, faster.
- Engagement prioritisation based on materiality and portfolio impact
- Early-warning alerts on controversies linked to your holdings
- Regulatory guidance drawn from official sources — explainable, cited, auditable
- Quarterly effectiveness insights that show the real impact of your stewardship programme
Publish your stewardship story — live, and on your cadence.
Connect engage insights to your own website and publish a dynamic stewardship report that never goes stale — auto-refreshed from your engagement, voting and reporting data on the cadence you choose: annual, quarterly, monthly, or on demand. And for your institutional clients, open dedicated, secure access so asset owners can follow your programme's progress in real time — not once a year in a static PDF.
- Embed a live stewardship report on your own website — always current, never a stale annual PDF
- Choose your cadence — annual, quarterly, monthly, or on demand — and it refreshes itself
- Auto-built from your engagement, voting and reporting data — zero manual assembly
- Dedicated, branded client portals so each institutional client tracks your progress in real time
Your data. Your control.
Enterprise-grade security built for firms that handle sensitive pre-decisional data.
GDPR & data-residency ready
Built for EU and US data-residency requirements.
Your data stays yours
Never used to train AI models. Never shared. Never sold.
Full audit trail
Every action logged. Every recommendation explainable.
See what your stewardship workflow could look like.
30 minutes. Live demo. Tailored to your fund structure and regulatory obligations.