Digital Transformation Finance and Accounting
Real-time proxy disclosure collaboration
Ensure your proxy-related SEC filings are streamlined and backed by experts. New ActiveDisclosure software enables efficient, collaborative proxy disclosure.
Yield superior results with value-driven, intelligently-designed shareholder materials
Proxy Strategy, Design & Advisory Services
Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting.
Disclosure Management, EDGAR Filing & Expertise
Streamline financial reporting with our purpose-built proxy statement software, new ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings.
Design & Editing Services
Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services.
Annual Meeting Services
DFIN streamlines your annual or special meeting with
project management and coordination of all meeting-related activities, including:
- Broker search capabilities
- Real-time online vote results
- Final tabulation
- Inspector-of-election services
- Virtual, in-person or hybrid shareholder meetings
- SEC (Form 8-K) filing tabulation results
Production & Distribution
Personalized, customized & branded shareholder documents in either a printed or digital interactive proxy format and handled by our experienced staff and globally distributed.
Did you know your proxy could help you do this?
- Identify, understand and avoid risks
- Create communication strategies
- Put the spotlight on corporate strengths
- Make data-driven decisions about content
- Create custom designs for compelling storytelling
- Tap into industry trends and best practices
Elevating your shareholder communications design
Elevating your shareholder communications design
Our design experts can help you amplify your company story and define what sets your company apart.
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Proxy
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Annual Report
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Sustainability Report
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Investor Communications
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IR Website Services
Get in touch with us to talk affordable proxy solutions
or
call +1 800 823 5304
Super-charge your proxy process with our award-winning tools
A fast, affordable SEC filing platform
The new ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure ESG reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.
Accelerate your deal process with our award-winning virtual data room
Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.
Get ahead of regulatory momentum
New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.
Accelerate the review process with AI by your side
Increase efficiency and accuracy of contracts and vendors to discover ESG data associated with ESG emerging topics by leveraging our AI-powered document analytics software.
Automate data extraction and analysis in agreements for carbon emissions, diversity and inclusion & climate risk.
Celebrating 2022 IR Magazine award winning client partnerships
Demands on ESG reporting are intensifying
Capital markets, regulatory bodies including the SEC, employees, and customers alike are increasingly seeking transparency on managing ESG initiatives. When aligned with business strategy and long-term value — from reporting, tax, HR to M&A — our ESG data management and reporting solution lets you capture the right opportunities.
More findings, right this way
Fact Sheet
The Better Way to Meet Form N-MFP Requirements: DFIN ArcRegulatory® End-to-End Reporting Software
Fact Sheet
Simplify Your Form N-CEN Filing Process with DFIN ArcRegulatory® End-to-End Reporting Software
Fact Sheet
Meet Form N-PORT Requirements Confidently with DFIN ArcRegulatory® End-to-End Reporting Software
Video Podcast
Webinar Replay: A Rational, Affordable, and Easy Solution To ESG and Sustainability Excellence
Fact Sheet
Confidently Comply with Form PF Requirements with DFIN’s All-in-One ArcRegulatory® Solution
Video Podcast
Proxy Statements, Boards’ Cybersecurity and AI Oversight, and Navigating Anti-ESG Rhetoric
| Ron Schneider
Article
Preparing for Proxy Season 2025 Report featuring DFIN Commentary
| Ron Schneider
Blog
Infusing Pay-versus-Performance (PVP) Disclosure Requirement into Your Next Proxy
| Ron Schneider
