Trusted Partner. Valued Service.

For over 30 years, Proxytrust has delivered expertise in proxy voting, securities processing, and trust operations support. As a dedicated partner to trust and wealth management institutions nationwide, we offer tailored solutions that streamline compliance, enhance operational efficiency, and reduce risk. Backed by a knowledgeable, responsive team and proven technologies, we help our clients navigate complexity with confidence—because trusted service is what we deliver.

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Proxy Voting & Securities Support Services

Proxytrust delivers streamlined proxy voting and strategic partner solutions built for trust and wealth management firms. Our platform enhances compliance, reduces complexity, and supports your team with responsive, expert service.

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Proxy Voting

Our platform simplifies proxy voting for trust and wealth management firms through secure, automated tools. Enjoy streamlined compliance, no-cost discretionary voting, and full transparency across every step of the process.

Goalpost Support

GoalPost supports trust departments with complex securities transactions like spin-offs, cost basis, and estate valuations. We help improve operational accuracy, speed, and compliance through expert guidance and trusted tools.

Strategic Partnerships

Our strategic partner services include class action handling, compliance training, and marketing resources. Designed to reduce costs and add value, these solutions help your institution operate efficiently and stand out.