Innovative, reliable, and flexible software solutions for portfolio management and trust operations delivered with exceptional and personal client service.
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Serving the trust community for 15 years, Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including capital changes, cost basis calculator and policy voting. Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance. Our superior data security and customer-driven core values as a privately-held, independent company uniquely positions us as a trusted partner and growing industry leader.