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Policy Government MattersTop 10 Best Proxy Voting Software of 2026
Ranked review of Proxy Voting Software tools for boards and governance teams, comparing features and fit against Diligent Boards and Jira.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Diligent Boards
Audit logging tied to ballot status changes and meeting governance actions.
Built for fits when governance teams need controlled proxy workflows with auditable automation across stakeholders..
Google Workspace
Editor pickAdmin audit logs and RBAC support governed access to proxy workflow artifacts.
Built for fits when regulated proxy workflows need identity control and document evidence automation..
Atlassian Jira
Editor pickWorkflow conditions and transition validators enforce voting eligibility per issue.
Built for fits when voting governance needs Jira-style audit trails and external delegation integration..
Related reading
Comparison Table
This comparison table maps proxy voting software across integration depth, data model, and the automation and API surface that connect governance workflows to board and committee systems. It also documents admin and governance controls such as RBAC, provisioning options, configuration knobs, and audit log coverage, so tradeoffs are visible at the schema and operations level. Entries include platforms that integrate with suites and collaboration tools like Diligent Boards, Google Workspace, Atlassian Jira, and governance-focused vendors such as ProxyEdge and Aksia.
Diligent Boards
enterprise workflowBoard meeting and proxy support with controlled workflows, user permissions, and document handling used for proxy voting administration.
Audit logging tied to ballot status changes and meeting governance actions.
Diligent Boards maps governance artifacts into a consistent schema across meetings, votes, and supporting disclosures, which reduces manual cross-referencing during proxy season. Admin controls include RBAC for board and corporate actions roles plus audit logging for access and workflow transitions. Integration depth is strongest when enterprises need repeated provisioning, controlled access boundaries, and deterministic reporting for committees and compliance.
A key tradeoff is that complex issuer-specific ballot logic often requires careful configuration of templates and rules to match local meeting conventions. Teams that run recurring proxy campaigns for the same set of global stakeholders get the most throughput from template reuse and automated status tracking.
- +RBAC controls map to meeting roles and approval steps
- +Audit log captures governance actions and workflow transitions
- +Structured data model links notices, ballots, and vote outcomes
- +API and automation enable repeatable proxy campaign setup
- –Ballot rule configuration can require governance template refinement
- –External system integration depends on stable data mappings
- –Document-to-vote reconciliation benefits from disciplined filing inputs
Company secretarial teams
Manage proxy ballots across committee approvals
Fewer rework cycles
Compliance and governance
Audit vote decisions and access trails
Traceable governance evidence
Show 2 more scenarios
Investor relations operations
Coordinate multi-jurisdiction voting workflows
Faster reporting turnaround
Provision stakeholders and export structured outcomes for reporting and reconciliation.
Enterprise IT integration teams
Automate proxy workflows via API
Reduced manual administration
Use API-driven configuration and status updates to synchronize meeting and ballot data.
Best for: Fits when governance teams need controlled proxy workflows with auditable automation across stakeholders.
More related reading
Google Workspace
collaboration controlsRole-based access controls and audit trails for document workflows used to manage proxy solicitation material collaboration and approvals.
Admin audit logs and RBAC support governed access to proxy workflow artifacts.
Google Workspace supports proxy voting workflows by combining document storage in Drive, request capture in Forms, and distribution through Gmail and Calendar events. Automation can be built with the Google Workspace Admin SDK, Apps Script, and Drive and Gmail APIs, with configuration stored in Sheets or Drive. Governance is enforced with RBAC via groups and role assignments, while audit logs support administrative review of access and changes. Extensibility comes from add-ons, web apps behind OAuth, and service accounts for automated processing under admin approval.
A tradeoff is that Google Workspace lacks a native, voting-specific ballot and eligibility schema, so organizations must define their own schema in Forms fields, Sheets structures, and Drive document templates. High-throughput proxy events require careful API batching and rate-limit handling, because API calls are per item and per mailbox. It fits situations where proxy voting requires tight identity control, document-based evidence, and integration with existing collaboration tooling instead of a separate voting app.
- +Strong API coverage across Drive, Gmail, and Admin for automation
- +RBAC via groups and role assignments with audit log visibility
- +OAuth and service accounts support governed machine-to-machine workflows
- +Drive and Docs enable document templates for voting attestations
- –No built-in voting eligibility or ballot schema, must be custom modeled
- –Throughput depends on API batching and rate-limit management
Corporate secretariat teams
Manage proxy requests and attestations centrally
Traceable, document-backed voting workflow
Governance and compliance operations
Enforce approval and access policies
Reduced access and change risk
Show 2 more scenarios
Proxy desk automation teams
Route proxy tasks through APIs
Automated routing and evidence compilation
Apps Script and Gmail and Drive APIs orchestrate request intake, assignment, reminders, and evidence assembly.
IT administrators
Provision delegated access for agents
Governed machine delegation for workflows
Domain-wide delegation and OAuth configuration support controlled service accounts and proxy agents.
Best for: Fits when regulated proxy workflows need identity control and document evidence automation.
Atlassian Jira
workflow orchestrationConfigurable issue tracking workflows used to automate proxy event tasking and approvals with audit logs and governed access.
Workflow conditions and transition validators enforce voting eligibility per issue.
Jira’s core data model is built around issues, custom fields, and workflow states that can represent ballots, delegates, and vote casting steps. Configuration covers field schemas, workflow conditions, and transition rules that constrain who can submit, approve, or finalize votes. Integration depth is strong because Jira exposes a REST API for issues, users, and workflow objects, and it supports automation rules that react to issue changes and scheduled triggers.
A tradeoff is that Jira does not provide a dedicated proxy voting ballot engine with native vote counting semantics, so the schema and workflow must be modeled for voting states and tallies. Jira fits well when proxy votes are managed as auditable work items with external integrations for registries, document repositories, or HR delegations. Automation throughput stays tied to issue-trigger volume and rule design, so high-volume voting events benefit from careful event scoping and batching.
- +Issue, workflow, and custom field model maps to vote lifecycle stages
- +Jira Automation triggers on issue events and scheduled conditions for governance flow
- +REST API, webhooks, and app frameworks support external delegation and reporting
- +Project permissions and workflow transition guards support RBAC for vote actions
- –No native proxy voting ledger or vote-counting semantics
- –High event volumes require careful automation scoping to control throughput
- –Custom workflow modeling adds configuration overhead for ballot-specific rules
Corporate governance teams
Track proxy votes as auditable issue workflows
Consistent approvals and traceability
Legal and compliance ops
Validate eligibility and attach authority documents
Reduced eligibility and audit gaps
Show 2 more scenarios
IT integration teams
Synchronize delegations with HR and registry systems
Lower manual reconciliation effort
REST API and webhooks sync delegates and voting statuses to downstream systems.
Investor relations teams
Publish voting status to stakeholders
Faster reporting cycles
Automation and app integrations generate consistent status snapshots from Jira issue states.
Best for: Fits when voting governance needs Jira-style audit trails and external delegation integration.
ProxyEdge
proxy operationsManages proxy voting operations and participant workflows with data handling for ballot configuration, tracking, and reporting exports.
Versioned, auditable ballot workflow with approval and RBAC governance controls tied to meeting schema.
ProxyEdge targets proxy voting workflows with an integration-first approach for data flow between governance systems and voting actions. Its core capabilities center on managing proxy ballots, enforcing review steps, and producing auditable voting records.
Automation and extensibility focus on connecting shareholder and meeting data into a consistent data model and driving vote selections through configurable processes. Admin and governance controls emphasize access management, change tracking, and procedural oversight across the full voting lifecycle.
- +Integration-first workflow between meeting data and executed voting actions
- +Configurable approval steps support controlled ballot generation
- +Audit log coverage for ballot and vote decision changes
- +RBAC-oriented governance controls for separation of duties
- –Complex data model setup can slow onboarding for new organizations
- –Automation depends on correct schema mapping for meeting inputs
- –Bulk operations require careful throughput planning for large portfolios
- –RBAC policies need maintenance as roles and departments change
Best for: Fits when governance teams need controlled proxy voting with deep API-driven integrations.
Aksia
governance workflowProvides corporate governance tooling that supports proxy voting instruction handling and policy-driven voting workflows with administrative controls.
Configurable voting workflows that combine proxy meeting data with governed rules and audit logging.
Aksia performs proxy voting orchestration by transforming company meeting instructions into governed voting actions. The core capability centers on a configurable rules workflow tied to an auditable proxy data model and document evidence.
Integration depth is driven through an API and data provisioning patterns that support client, portfolio, and instruction synchronization. Admin governance focuses on RBAC controls and audit logging to track configuration changes, instruction outcomes, and user actions.
- +API-first integration for proxy instructions, reference data, and status updates
- +Configuration-driven voting workflows reduce manual intervention and rework
- +RBAC and audit logs track user actions, rule changes, and vote outcomes
- +Schema for proxy meeting data supports consistent mapping to holdings and accounts
- –Workflow configuration can require careful schema mapping and testing
- –Automation throughput may need tuning for large meeting volumes
- –Extensibility depends on how custom fields align to the platform data model
Best for: Fits when asset managers need governed proxy voting automation with API-based provisioning and audit trails.
Proxymity
voting platformSupports digital proxy voting and stakeholder voting operations with integration points for communications and ballot status tracking.
API and data model that support end-to-end vote lifecycle tracking with audit-ready state transitions.
Proxymity fits organizations that need proxy voting automation across corporate actions, shareholder records, and internal governance workflows. Its core capabilities focus on issuer and meeting data ingestion, vote capture, and audit-ready tracking from submission to confirmation.
Integration depth centers on an extensible data model and API-driven operations that support provisioning and repeatable configurations. Admin control is oriented around roles, workflow rules, and audit log coverage for governance reviews.
- +API-driven vote submission supports automated workflows at meeting scale
- +Structured data model reduces mapping drift across issuer and meeting records
- +Audit log coverage supports governance review and exception traceability
- +RBAC-oriented access control supports separation of duties
- –Complex meeting data mapping can require careful schema alignment
- –Automation relies on correct event handling and idempotent request behavior
- –Admin configuration changes can be harder to validate before rollout
- –High-throughput use can expose rate-limit and pagination tuning needs
Best for: Fits when teams must automate proxy voting with strong RBAC, audit trails, and API extensibility.
GovWell
governance workflowProvides corporate governance and proxy voting workflow tooling with configurable permissions, audit reporting, and process automation.
API-first schema for proxy instruction and approval workflows with audit log traceability.
GovWell pairs proxy voting workflows with an explicit data model and automation surface for governance teams. The system supports document and instruction tracking from meeting intake through vote submission, with configuration to standardize decision handling.
Integration depth centers on an API-driven schema that connects internal controls, external data feeds, and approval steps. Admin and governance controls focus on RBAC and auditability across configuration changes and vote actions.
- +API-driven data model supports meeting, instruction, and vote lifecycle entities
- +RBAC separates staff roles for meeting intake, approvals, and submission
- +Automation reduces manual re-keying across instructions and meeting calendars
- +Audit log captures configuration and vote action history for governance review
- –Automation depends on consistent upstream data mapping to GovWell schema
- –High control setups require careful RBAC planning across workflows
- –Complex approval chains can increase configuration overhead
- –Throughput tuning may be needed for large meeting backlogs
Best for: Fits when governance teams need API-first workflow automation with tight RBAC and audit log controls.
Deloitte One
enterprise governanceOffers governance tooling that can be configured for proxy instruction workflows with access controls and audit records for change history.
Schema-governed workflow automation with audit log and RBAC-style governance for proxy voting execution.
Deloitte One is an enterprise governance and automation layer used to coordinate proxy voting workflows across internal teams and client governance processes. Deloitte One centers on a governed data model for vote instructions, meeting metadata, and execution status.
It supports integration depth through documented enterprise interfaces and extensible automation that routes approvals, applies policy rules, and records outcomes. Strong audit log coverage and RBAC-style access control support admin oversight for high-volume voting operations.
- +Governed data model for vote instructions, meetings, and execution status
- +RBAC-style access control supports separation of duties across roles
- +Audit log captures configuration changes and vote execution events
- +Automation routes policy checks and approvals through configurable workflows
- –Implementation effort is high due to enterprise integration and configuration needs
- –Automation scope depends on available workflow templates and governance design
- –Extensibility requires schema discipline to avoid downstream mapping failures
- –Throughput depends on upstream data quality and meeting ingestion cadence
Best for: Fits when enterprise governance teams need controlled proxy voting workflows with auditability and automation.
Veolia e-Procurement
workflow automationSupports workflow automation that can be adapted for internal voting administration through configurable roles and audit logs.
Procurement workflow configuration that records vote artifacts and approvals in the system audit trail.
Veolia e-Procurement performs vendor-facing procurement workflows and document handling that can be adapted for proxy voting request intake and response collection. Integration depends on how onboarding, supplier identity, and procurement artifacts map onto a consistent data model for votes, ballots, and execution records.
Automation and any API or integration surface are central for batching ballot assignments, status updates, and evidence capture across stakeholders. Admin and governance controls matter most for RBAC, audit logging, and configuration of who can approve, revoke, or export voting outcomes.
- +Supplier workflow pages support structured ballot and document collection
- +Configuration of procurement artifacts can map to votes, ballots, and evidence
- +Audit trails typically align with procurement approvals and document changes
- +Role-based access supports separation between request, vote, and approval steps
- –Proxy voting data model must be custom-mapped to procurement artifacts
- –API coverage for vote-specific actions may be limited to integrations
- –Ballot lifecycle automation often requires custom configuration and process design
- –Reporting for vote outcomes may depend on document and workflow metadata
Best for: Fits when governance-heavy enterprises need procurement-integrated ballot intake and evidence capture.
ServiceNow
workflow platformEnables custom proxy voting workflows through scoped applications, RBAC, approvals, and audit logging over instruction processes.
Approval workflows with audit logging tied to RBAC-controlled proxy assignment records.
ServiceNow fits organizations that already run regulated workflows in a shared platform and need proxy voting processes governed by RBAC, audit logs, and approval state transitions. Proxy voting can be modeled using ServiceNow workflow and approval data objects, with changes driven through process automation and event triggers.
ServiceNow integrates with external voting systems through REST APIs, scripted integrations, and platform events that support schema-mapped payloads and controlled provisioning. Admin control centers on configuration management, role-based access, and traceability across submissions, assignments, and vote casting steps.
- +Workflow and approvals can model proxy vote lifecycle states
- +RBAC controls who can delegate, submit, and cast votes
- +Audit logs track proxy assignment and voting outcomes
- +REST APIs and integrations map voting actions to ServiceNow records
- –Proxy voting requires careful data model design and schema alignment
- –High customization can increase governance and change-management overhead
- –Throughput depends on workflow complexity and integration patterns
- –Cross-system reconciliation needs explicit handling in integrations
Best for: Fits when regulated enterprises need proxy voting integrated into governed workflow automation and RBAC.
How to Choose the Right Proxy Voting Software
This buyer's guide covers ProxyEdge, Diligent Boards, Google Workspace, Atlassian Jira, Aksia, Proxymity, GovWell, Deloitte One, Veolia e-Procurement, and ServiceNow for teams running controlled proxy voting workflows with audit trails.
It focuses on integration depth, data model design, automation and API surface, and admin governance controls that affect throughput, reconciliation, and access separation across stakeholder workflows.
Proxy voting administration and governance workflow software
Proxy voting software operationalizes meeting notices and vote instructions into governed ballot workflows, then tracks executed outcomes with auditable state transitions. It addresses proxy solicitation orchestration, internal approvals, and reconciliation between issuer-facing filings and captured vote records.
Tools like Diligent Boards connect notices, ballots, and vote outcomes inside a structured data model with audit logging tied to ballot status changes. Google Workspace supports proxy workflows through Drive and Gmail templates plus Admin audit logs and RBAC, which teams must pair with their own ballot schema because it does not provide voting ledger semantics.
Evaluation criteria for integration depth, data modeling, and governed automation
Proxy voting programs fail most often at integration boundaries where meeting inputs, holdings mappings, ballot rules, and vote outcomes must remain consistent across systems and users. Evaluation should start with the data model because each workflow stage needs stable keys for provisioning, approvals, ballot generation, and reconciliation.
Automation and API surface matter because high meeting volumes require repeatable provisioning patterns, idempotent processing, and predictable throughput. Admin and governance controls matter because RBAC, audit logs, and workflow transition guards determine who can change instructions, ballot selections, and assignment records.
Schema-linked data model for notices, ballots, and vote outcomes
Diligent Boards links agendas, notices, ballots, and vote records so governance teams can reconcile outcomes against issuer filings. Proxymity and GovWell also emphasize structured lifecycle entities so exception traceability stays tied to vote state transitions.
RBAC mapped to approval roles and meeting workflow steps
Diligent Boards uses RBAC controls aligned to meeting roles and approval steps so ballot workflow actions stay separated by responsibility. Google Workspace provides RBAC via group and role assignment and pairs it with Admin visibility into proxy workflow artifacts.
Audit logs attached to ballot state changes and configuration changes
Diligent Boards records governance actions and workflow transitions and ties audit logging to ballot status changes. GovWell and ServiceNow focus audit log coverage for configuration and vote action history so governance reviews can trace both process changes and execution events.
API and automation surface for repeatable provisioning and campaign execution
Diligent Boards supports API and automation for repeatable proxy campaign setup, ballot generation, and status updates across stakeholders. Aksia and ProxyEdge also position their automation around API-driven instruction and ballot workflow operations that reduce manual re-keying.
Workflow transition validators and eligibility enforcement
Atlassian Jira can enforce voting eligibility using workflow conditions and transition validators tied to issue fields and lifecycle stages. This approach also shows up as procedural oversight in ProxyEdge through approval steps that gate ballot generation and vote decision changes.
Integration depth and schema mapping discipline for external voting systems
ServiceNow integrates with external voting systems through REST APIs and event triggers so proxy assignment and voting outcomes map into ServiceNow records. ProxyEdge, Aksia, and Proxymity similarly depend on schema alignment so bulk operations and end-to-end state transitions do not drift across meeting inputs and executed votes.
Decision framework for selecting a governed proxy voting workflow tool
Selection should start with the workflow shape and governance model, not with user experience. The workflow shape defines which system must own the data model, which system owns approvals, and where audit log coverage must tie into state transitions.
After that, the API and automation surface must match the expected meeting volume so ballot generation, status updates, and evidence capture can run through repeatable processes with controlled governance actions.
Lock the data model ownership for notices, instructions, ballots, and outcomes
If reconciliation against issuer filings must be traceable, Diligent Boards provides a structured model that links notices, ballots, and vote records. If internal teams need to model proxy instructions and approvals from an explicit schema, GovWell and Aksia provide API-first schema design for instruction and vote lifecycle entities.
Map RBAC to the exact approval and vote-action steps
Choose Diligent Boards when meeting roles and approval steps must map directly to RBAC controls and workflow actions. Choose ServiceNow when role-based access must govern assignment delegation, submission, and vote casting through approvals tied to RBAC-controlled records.
Require audit logging that ties governance actions to ballot status changes
Pick Diligent Boards when audit logging must attach to ballot status changes and meeting governance actions. Pick Google Workspace when audit logging across Gmail, Drive, and Admin controls must show who accessed or changed voting workflow artifacts.
Validate automation through the tool’s API and idempotent workflow behavior
If repeatable proxy campaign setup and ballot generation must run via APIs, Diligent Boards provides automation for campaign setup, ballot generation, and status updates. If integration and vote submission at meeting scale must run through an API-first lifecycle, Proxymity and Aksia emphasize API-driven operations that depend on correct event handling and schema alignment.
Plan for eligibility rules using workflow transition guards or validators
Use Atlassian Jira when eligibility rules need to live in workflow conditions and transition validators tied to issue fields. Use ProxyEdge when approval steps and versioned ballot workflows must gate ballot generation and decision changes tied to meeting schema.
Test end-to-end reconciliation across external systems with schema-mapped payloads
If external voting systems must integrate with governed records and event-driven updates, ServiceNow and ProxyEdge both rely on schema-mapped payloads and controlled provisioning patterns. If the organization is already standardized on regulated workflow tooling, ServiceNow can model proxy voting using workflow and approval objects with event triggers to update external services.
Which teams should evaluate each proxy voting workflow tool
Proxy voting workflow tools fit organizations that need controlled approvals, traceable governance actions, and integration patterns that keep ballots consistent with meeting inputs. The right selection depends on whether the data model and audit trail need to sit inside a purpose-built proxy system or inside an existing enterprise workflow platform.
The segments below map to the tool-specific best-fit profiles that target governance teams, asset managers, and regulated enterprises that must coordinate proxy execution at scale.
Governance teams running controlled proxy campaigns with auditable workflow automation
Diligent Boards fits when ballot status changes must be auditable and when governance teams need a structured model linking notices, ballots, and vote outcomes. ProxyEdge fits when approval steps and versioned ballot workflows must align with meeting schema while API-driven integrations feed ballot generation.
Regulated organizations that require identity governance and document evidence from productivity platforms
Google Workspace fits when proxy workflows must use RBAC, Admin audit logs, and document evidence stored in Drive and Docs. Google Workspace also fits when automation must be driven through Workspace APIs, App Script, and event-driven add-ons rather than a built-in proxy ledger.
Asset managers that need policy-driven vote orchestration via API provisioning
Aksia fits when configurable voting workflows combine proxy meeting data with governed rules and audit logging, with API-first provisioning for client, portfolio, and instruction synchronization. Proxymity fits when end-to-end vote lifecycle tracking must remain tied to audit-ready state transitions with API and structured data model operations.
Teams that want workflow eligibility enforcement using a configurable work management system
Atlassian Jira fits when voting eligibility rules must be enforced through workflow conditions and transition validators on issues. Jira also fits when governance teams want REST APIs, webhooks, and app frameworks to connect external delegation and reporting processes.
Regulated enterprises that need proxy voting integrated into an existing workflow platform with RBAC and audit trails
ServiceNow fits when proxy voting must be modeled using workflow and approval data objects with audit logging tied to RBAC-controlled assignment records. Deloitte One fits when enterprise governance teams need schema-governed workflow automation that routes approvals, applies policy checks, and records outcomes with audit log coverage.
Common implementation pitfalls in proxy voting workflow tooling
The most frequent failures occur when teams underestimate schema mapping complexity, workflow configuration overhead, and the operational consequences of high event volumes. These pitfalls show up across tools that require careful alignment between meeting inputs, holdings mappings, ballot rules, and executed vote outcomes.
Governance failures also happen when audit logs do not tie to state changes or when RBAC is not planned around the exact approval and vote-action steps that create separation of duties.
Assuming proxy voting ledger semantics exist in general productivity systems
Google Workspace supports identity control and document evidence, but it does not include built-in voting eligibility or ballot schema. A viable pattern uses Google Drive templates and Admin audit logs for evidence while pairing custom modeling for ballots and vote instructions.
Skipping schema mapping validation before scaling automation
ProxyEdge, Aksia, Proxymity, GovWell, and ServiceNow all depend on correct schema mapping for meeting inputs to workflow entities. Incorrect mappings can cause automation to propagate wrong ballot selections or break reconciliation between upstream data and executed votes.
Overbuilding approval logic without a test plan for ballot rule configuration
Diligent Boards can require governance template refinement for ballot rule configuration, which can slow early rollout if the template design is not tested. ProxyEdge and GovWell similarly place configuration overhead on complex approval chains, which can increase governance setup effort.
Ignoring throughput constraints in high-volume workflows
Jira Automation at high event volumes needs careful scoping to control throughput and event load. Proxymity and other API-driven tools can expose rate-limit and pagination tuning needs when processing at meeting scale.
Not defining what audit logs must cover before configuring RBAC
Diligent Boards ties audit logging to ballot status changes, which is a concrete requirement for many governance teams. ServiceNow and GovWell also rely on audit log coverage for configuration and execution events, so audit requirements should be defined before RBAC and workflow state transitions are finalized.
How We Selected and Ranked These Tools
We evaluated Diligent Boards, Google Workspace, Atlassian Jira, ProxyEdge, Aksia, Proxymity, GovWell, Deloitte One, Veolia e-Procurement, and ServiceNow on features, ease of use, and value, with features carrying the most weight because proxy voting outcomes depend on schema, workflow control, automation, and API coverage. We scored each tool using the provided capabilities and constraints such as RBAC mapping, audit log traceability, workflow transition enforcement, and the described API and automation surface, then computed an overall rating as a weighted average where features accounts for the largest share, while ease of use and value each carry a smaller share.
Diligent Boards separated from lower-ranked tools because it couples a structured data model linking notices, ballots, and vote outcomes with audit logging tied to ballot status changes and meeting governance actions. That combination lifted features and also supported strong ease of use because governed automation focused on repeatable ballot generation and status updates across stakeholders.
Frequently Asked Questions About Proxy Voting Software
Which proxy voting tools expose APIs for vote-casting automation and ballot status updates?
How do proxy voting systems handle SSO and RBAC so only authorized users can approve or revoke voting instructions?
What is the typical data model for proxy voting data, and which tools connect agendas, notices, ballots, and vote records?
Which tools support structured onboarding and participant provisioning without manual spreadsheet transfers?
When internal teams already run regulated workflows in a shared platform, how does ServiceNow model proxy voting approvals?
Which proxy voting tool is best aligned with Jira-style governance workflows and rule validation?
How do teams reduce reconciliation errors between internal governance records and issuer filings?
What integration approach works when proxy voting data must synchronize across multiple internal systems and external feeds?
Which tools store audit logs for configuration changes, not just vote actions?
How should teams plan data migration when moving existing proxy instructions and vote histories into a new platform?
Conclusion
After evaluating 10 policy government matters, Diligent Boards stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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