End-to-End ESG Software Ecosystem To promote maximum innovation, high quality service, and client success, DFIN’s financial reporting software integrates with a network of top global tech partners to provide an end-to-end ESG ecosystem. Contact an expert Proven software collaboration delivers results From consultation, data collection, reporting to compliance, our end-to-end ESG ecosystem allows us to deliver results to our clients at the highest level. Expert Consultation Navigate evolving regulations & fast-track your ESG journey with experts. Data Sources & Systems Leverage leading ESG SaaS platforms to aggregate, normalise & manage ESG related data. ESG Data & Reporting Simplify the complexity of understanding, visualising & reporting on sustainability data. SEC Reporting & Compliance Ensure accurate, audit-ready ESG disclosures with collaborative workflows, Excel data linking & iXBRL. Expert Consultation Together with our partners, our advisory teams advise and guide clients through the entire ESG journey. Competitive analysis and benchmarking Mapping of ESG data to frameworks Content development and infographics Agency-level design and creative services Project management and reporting Explore partners Data Sources & Systems Streamline multiple data sources with ESG SaaS platforms designed to aggregate, normalise and manage ESG related 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. Explore Partners Automate your ESG SEC reporting with ActiveDisclosure Simplify data collection, collaborate in real time and drive efficiencies. Get fast, accurate reporting for a dynamic regulatory landscape. Future-proof your financial reportingFeatures you need to accurately comply with SEC climate-risk disclosure requirements. Seamlessly include ESG data & graphics within your financial reports or stand-alone presentations. ESG Reporting Support Binders Collaboration Linking Intelligent iXBRL ESG Reporting Collaborative workflows for accurate, audit-ready ESG disclosuresExcel & data linking to update ESG disclosures instantlyiXBRL tagging to comply with emerging sustainability taxonomiesContent presets, Snippets, to edit once & update universally Support Binders Notes & statuses for tie-outsSupport docs kept where you want, no uploading or moving requiredReadable tie-out doc with easy-to-see labelsAuto-generated Table of ContentsFull, integrated tie-out view in dashboard Collaboration Real-time, powerful collaboration featuresSign-off workflowsTeam & task assignments and notificationsPublic and private commentingAuto-versioning and compareTrack changes Linking Easy integration with Excel to link key dataChange data in Excel, instantly refresh everywhere in your reportsCreate content presets, Snippets, to edit once and update universally Intelligent iXBRL Intelligent iXBRL tagging takes the complexity out of compliance. Book a demo 15 minutes is plenty of time to see how to streamline & optimise ESG reporting. Talk to an expert or call +44 203 047 6100 Client Success Explore client results TECHNOLOGY How we helped a global manufacturer broaden its investor base Explore Case Study FINTECH How we helped FIS develop an ESG strategy and award-winning report Explore Case Study Fast-track your ESG journey with expert‑designed SASB fact sheets Accelerate & optimise your ESG reporting Keep everything accurate and audit-ready through efficient disclosures using automated workflows Benchmark against your peers and keep an eye on the impact of ESG on financial performance with AI technology Unlock data-driven insights for better decision making Navigate the constantly evolving reporting environment with guidance from our leading experts Contact an expert More findings, right this way Case study How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting October 2024 Read case study White paper How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations October 2024 Read white paper Resources Compensation Discussion and Analysis (CD&A) Guidelines October 2024 View resource Resources CSRD Readiness: Key Steps and Challenges for Compliance October 2024 View resource Case study How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity October 2024 Read case study Blog Venue Results Deliver as Software Solutions Drive DFIN’s Q2 Growth August 2024 | Craig Clay View blog Blog What is the European Single Electronic Format (ESEF)? April 2024 View blog White paper CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now April 2024 Read white paper Video Podcast Webinar Replay: How to Prepare for Sustainability Requirements April 2024 Watch Podcast Press Release Diligent and DFIN Partner to Ease SEC Compliance and Simplify ESG Reporting February 2024 Read press release Blog IPOs, Regulations, and Other Thoughts. Here’s looking at 2024 January 2024 | Craig Clay View blog Video Podcast Webinar Replay: How to Build a Successful ESG Reporting Program December 2023 Watch Podcast Video Podcast Clone of WTW Optimizes SEC Filing Efficiencies November 2023 Watch Podcast Resources The Importance Of ESG Data Management June 2023 | John Truzzolino View resource Case study Double-Digit Increases in Sales Metrics April 2023 | Craig Clay Read case study Video Podcast DFIN and Force Management Command Center April 2023 | Craig Clay Watch Podcast Video Podcast DFIN's Digital Transformation and How Force Management Platform Assists with Sales April 2023 | Craig Clay Watch Podcast Article Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong? February 2023 | Ron Schneider Read article Article Corporate Governance Outlook 2023 February 2023 | Ron Schneider Read article Video Podcast ESG Software Tips with Bridget Hughes on Electric Ladies Podcast February 2023 | Bridget Hughes Watch Podcast