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Proxy and Voting Platform Services

Overview


Financial, Legal, HR & Staffing
Ohio, United StatesPosted: July 31st, 2026Deadline: August 26th, 2026

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SUMMARY


The organization seeks a provider for independent proxy research and a secure, scalable 24/7 voting platform. Services must include vote execution, account auditing, recordkeeping, reporting, governance integration, and next-day proxy vote disclosure.

DESCRIPTION


The organization is seeking a vendor to provide proxy voting research services and a secure, scalable proxy voting technology platform. The selected provider will support fiduciary obligations, corporate governance programs, and operational requirements related to proxy research, vote execution, recordkeeping, and reporting.

The platform should be robust, user-friendly, web-based, and available 24/7. It should integrate with existing corporate governance operations and compliance frameworks, provide high-quality, timely, and independent proxy research, and support account maintenance and annual account audits to verify that all accounts are present and correctly configured for proxy voting. Proxy vote disclosures must be posted on the organization’s website the day after each meeting.

All questions must be submitted by August 6, 2026. Proposals are due by August 26, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due August 26, 2026.
Who is a good fit for this opportunity?
  • Proxy voting and corporate governance service provider
  • Experience delivering independent proxy research and vote execution services
  • Secure, scalable web-based voting platform with 24/7 availability
  • Expertise in fiduciary compliance, account maintenance, recordkeeping, and reporting
  • Established provider serving institutional investors or similar organizations

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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