ESG reporting 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.

Automate your ESG SEC reporting with ActiveDisclosure

Simplify data collection, collaborate in real time and drive efficiencies with our ESG reporting software. Get fast, accurate reporting for a dynamic regulatory landscape.

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Client success

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TECHNOLOGY

How we helped a global manufacturer broaden its investor base

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FINTECH

How we helped FIS develop an ESG strategy and award-winning report

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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 ESG data & graphs in reports & presentations

Leverage Excel for easy data linking & instant updates

Navigate the evolving regulatory environment with our ESG & CSRD accredited experts

ESG Reporting

Support Binders

Collaboration

Linking

Intelligent iXBRL

ESG Reporting

Collaborative workflows for accurate, audit-ready ESG disclosures
Excel & data linking to update ESG disclosures instantly
iXBRL tagging to comply with emerging sustainability taxonomies
Content presets, Snippets, to edit once & update universally

Support Binders

Notes & statuses for tie-outs
Support docs kept where you want, no uploading or moving required
Readable tie-out doc 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
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
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 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

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Data sources & systems

Streamline multiple data sources with ESG SaaS platforms designed to aggregate, normalize 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.

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