---
title: Proxymity Reviews
meta_title: 'Proxymity Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Proxymity works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Investor Relations
  url: https://www.g2.com/categories/investor-relations
---

# Proxymity Reviews
**Vendor:** Proxymity  
**Category:** [Investor Reporting Software](https://www.g2.com/categories/investor-reporting)
## About Proxymity
Investor Reporting






- [View Proxymity pricing details and edition comparison](https://www.g2.com/products/proxymity/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-24+10%3A38%3A31+-0500&secure%5Bsession_id%5D=83977418-e751-4254-88ff-d90e89b0e659&secure%5Btoken%5D=e0c2581d7650bc3a0a4ad29e872bce5ebdc284dfd65c4e7986e75b28fb467427&format=llm_user)

## Proxymity Features
**Platform Additional Functionality**
- Portal
- Messaging
- White-Labeling

**Platform Data**
- Report Manipulation
- Platform Search
- Document Automation

**Platform Content**
- Email Templates
- Email Automation
- Custom Reports
- Alerts

## Top Proxymity Alternatives
  - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - 4.4/5.0 (98 reviews)
  - [Irwin](https://www.g2.com/products/irwin/reviews) - 4.5/5.0 (57 reviews)
  - [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews) - 4.1/5.0 (47 reviews)