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, drive efficiencies, and meet ESG goals with ActiveDisclosureSM. Get fast, accurate reporting for enhanced ESG performance in 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 reporting simplified

Proven purpose-built software that doesn’t negatively impact your team’s time, or your bottom line.

Significant cost & time savings over similar ESG reporting solutions

Unparalleled 24/7/365 support with experience from the largest SEC filer

Seamlessly include data, tables, and graphs in reports and presentations

Leverage Excel for easy data linking and instant updates

Navigate the evolving global regulatory environment with expert advisors

Inline XBRL leadership and extensive regulatory expertise

ESG Software Features

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
Assurance-ready output packages

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
Internal audit collaboration with restricted access roles

Collaboration

Real-time, powerful collaboration features for ESG risk reduction

Sign-off workflows
Team and 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
Make a Scope 1 update, see reports auto-sync
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 from the proven compliance partner for thousands of SEC filers takes the complexity out of the process.

Seamless integration with ESG data providers

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

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Data sources & systems

Streamline multiple data sources with our SOC 2-compliant 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 sustainability reporting workflow is data-provider-agnostic.

Maintain your current data management and review process with little to no disruption. DFIN’s reporting workflow is data provider agnostic.

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Fast-track your ESG journey with expert designed & drafted fact sheets

Continue building your perfect tech stack

Financial Reporting

ake the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility, and all the ESG reporting tools you need for fast, secure filings.

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Proxy Solutions

Optimize efficiencies and deliver more effective shareholder communications. Collaborate with expert advisors for strategy, design, and annual meeting services for a seamless, turn-key financial proxy process.

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Virtual Data Rooms

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.

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