Experience seamless, turn-key, expert-supported proxy statement solutions - from advisory services, strategy, design and print to annual meeting services and more.
AI Peer Analysis
Active IntelligenceTM Peer Analysis, embedded directly within ActiveDisclosure℠, delivers secure, disclosure-driven insights by comparing filings across true peer sets and equivalent SEC sections. Designed to cut through noise caused by formatting or structural differences, it helps teams identify disclosure gaps, trends, and anomalies while improving consistency and quality.
AI Historical Analysis
DFIN Historical Analysis in ActiveDisclosure℠ compares current SEC filings against a company’s prior-‑period disclosures to surface meaningful changes, inconsistencies, and emerging trends over time. By highlighting what has shifted from one filing to the next, it helps teams maintain a consistent narrative, reduce risk, and approach each filing with greater confidence.
AI Drafting & Analysis
Annual Meeting Services
DFIN streamlines your annual or special meetings with project management and coordination of all meeting-related activities, including:
Production & Distribution
Custom branded shareholder documents – available in print or interactive digital formats – professionally managed and assembled by a team of experts for global distribution.
Design engaging proxy statements with on-demand and automated workflow using DFIN's industry-leading reporting solution.
Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.
Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.
Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.
Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.
Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
Our proxy statement design experts can help you amplify your company story and define what sets your company apart.
Proxy
Annual Report
Sustainability Report
Investor Communications
IR Website Services
webinar REPLAY
Watch the webinar replay as we unveil the 14th Edition Guide to Effective Proxies. The Guide is a searchable catalog of innovative and best practice proxy disclosures, drawn from the public filings of DFIN’s blue-chip client base. It is the most comprehensive and widely used resource of its kind.
Get in touch with us to talk affordable proxy solutions
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call +1 800 823 5304
Blogs
ESG Reporting and UK SRS: Preparing for the Shift to Investor‑Grade Disclosure in 2026
March 01, 2026
Events
DFIN at the 2025 Asia Pacific Capital Markets Forum: Why London Remains a Strategic Listing Destination for APAC Issuers
November 10, 2025
Guides, Reports & White Papers
What is Investor Relations and What is Its Significance?
October 22, 2025 | Priya Modi
Articles
How UKSEF Is Transforming Annual Financial Reporting for UK-Listed Companies
October 02, 2025 | Patricia Myles
Guides, Reports & White Papers
Best Practices for Virtual Shareholder Meetings
May 28, 2025
Guides, Reports & White Papers
XBRL Digital Tagging for CSRD & ESRS: How Companies Can Meet the EU’s New Digital Reporting Requirements
April 30, 2025
Videos
Webinar Replay: A Rational, Affordable, and Easy Solution To ESG and Sustainability Excellence
December 18, 2024
Blogs
DFIN's Software Success Continues in Third Quarter
November 01, 2024 | Craig Clay
Case Studies & Fact Sheets
How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting
October 17, 2024
Guides, Reports & White Papers
How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations
October 16, 2024
Guides, Reports & White Papers
Compensation Discussion and Analysis (CD&A) Guidelines
October 15, 2024
Guides, Reports & White Papers
CSRD Readiness: Key Steps and Challenges for Compliance
October 04, 2024
Blogs
Venue Results Deliver as Software Solutions Drive DFIN’s Q2 Growth
August 01, 2024 | Craig Clay
Guides, Reports & White Papers
CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now
April 12, 2024
