Product Description
About this Product
Proxy guidance, execution and N-PX report generation for wealth managers & RIAs:
- Choose from one of Egan-Jones’ 5 pre-set proxy slates, or create your own custom
- Automated voting with optional overrides within the secure EJProxy Portal means no more paper ballots
- N-PX generation in fully compliant and EDGAR submission ready format
About Egan Jones Proxy Services
Since 2002, Egan-Jones Proxy Services has been dedicated to the singular mission of aligning business, compliance, and client stakeholders in transforming ownership into outcomes. From advisory to execution and N-PX / Say-on-Pay reporting, Egan-Jones provides clients with the tools and support to vote, report, analyze and scale in an effective and compliant manner.
As a standalone division of the storied Egan-Jones Ratings, Egan-Jones Proxy Services combines the robust institutional-grade controls you expect with the flexibility and agility to bring your proxy business to the next level.
Product Details
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.