Private Equity Trends 2025
ESG reporting software ecosystem
To promote maximum innovation, high-quality service, and client success, DFIN’s financial and sustainability reporting software integrates with a network of top global tech partners to provide an end-to-end ESG ecosystem.
Automate your sustainability reporting with ActiveDisclosure
Simplify data collection and presentation, collaborate in real time, and drive efficiencies with our reporting software. Get fast, accurate reporting for a dynamic regulatory landscape.
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ESG made easy
Proven purpose-built software that doesn’t negatively impact your team’s time, or your bottom line.
Significant cost & time savings over similar solutions
Unparalleled 24/7/365 support with experience from the largest SEC filer
Seamlessly include data, tables & graphs in reports & presentations
Leverage Excel for easy data linking & instant updates
Navigate the evolving global regulatory environment with our expert advisors
ESG Reporting
Support Binders
Collaboration
Linking
Intelligent iXBRL
ESG Reporting
- Collaborative workflows for accurate, audit-ready sustainability disclosures
- Excel & data linking to update sustainability disclosures instantly
- iXBRL tagging to comply with emerging taxonomies
- Narrative content presets, called Snippets, to edit once & update universally across multiple report locations
Support Binders
- Tie out with workpaper references, notes, & statuses to aid in your audit and review process
- Digital support documents kept where you want, no uploading or moving required
- Readable tie-out document packages with easy-to-see labels
- Auto-generated Table of Contents
- Full, integrated tie-out view in dashboard
Collaboration
Real-time, powerful collaboration features
- Sign-off workflows
- Team & task assignments and notifications
- Public and private commenting alongside your reports
- Auto-versioning and compare
- Track changes
Linking
Easy integration with Excel to link key data
- Change data in Excel, instantly refresh everywhere in your reports
- Link and update individual data metrics, tables, and graphs while retaining ownership over your source of truth
- Create content presets, Snippets, to edit once and update universally
Intelligent iXBRL
Intelligent iXBRL tagging takes the complexity out of compliance.
Already have a data provider?
No problem. DFIN integrates with multiple partners for easy ESG reporting.
Expert consultation
Together with strategic partners, our advisory team guides clients through the entire ESG journey.
- Competitive analysis and benchmarking
- Mapping ESG data to applicable regulatory frameworks
- Content development and infographics
- Agency-level design and creative services
- Project management and reporting
- Advice on how to message the sustainability story effectively
Data sources & systems
Streamline multiple data sources with our ESG SaaS platform designed to aggregate, normalize and manage ESG data.
ESG data & reporting
Our ESG data management partners all bring different flavors of software collection and management, providing flexibility to meet our clients on their unique ESG reporting journey.
Maintain your current data management and review process with little to no disruption. DFIN’s reporting workflow is data provider agnostic.
Explore partners
Fast-track your ESG journey with expert designed & drafted fact sheets
Continue building your perfect tech stack
Financial reporting
Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.
Proxy solutions
Optimize efficiencies and deliver more effective shareholder communications Collaborate with our expert advisors for strategy, design, and annual meeting services for a seamless, turn-key financial proxy process.
Virtual data room
Safeguard and share your most sensitive documents with all your stakeholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
Talk to an ESG expert to affordably comply with global sustainability mandates.
or
call +1 800 823 5304
More findings, right this way
Video Podcast
Webinar Replay: A Rational, Affordable, and Easy Solution To ESG and Sustainability Excellence
Video Podcast
Proxy Statements, Boards’ Cybersecurity and AI Oversight, and Navigating Anti-ESG Rhetoric
| Ron Schneider
Blog
Infusing Pay-versus-Performance (PVP) Disclosure Requirement into Your Next Proxy
| Ron Schneider
Case Study
How We're Helping a Global Manufacturer Support its Sustainability Initiatives
Case Study
How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting
White Paper
How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations
Case Study
How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity
Resources
ESG Disclosure & Reporting Goes Mainstream in Asia-Pacific: What Private and Public Company CFOs Need to Know in 2024
