Equilar releases its “Preparing for Proxy Season 2024” report featuring DFIN commentary
| Ron Schneider
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 end-to-end ESG ecosystem.
REPORT
The time for ESG software purchases is now
Is your business prepared for ESG reporting mandates? 95% of your peers without reporting software intend to purchase within the next 12 months.
Download Report
Proven software collaboration delivers results
From consultation, data collection, reporting to compliance, our end-to-end ESG reporting platform allows us to deliver results to our clients at the highest level.
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
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.
Explore Partners
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.
Future-proof your ESG financial reporting
ESG reporting tools 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
- 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
Real-time, powerful collaboration features
- Sign-off workflows
- Team & task assignments and notifications
- Public and private commenting
- Auto-versioning and compare
- Track changes
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 tagging takes the complexity out of compliance.
15 minutes is plenty of time to see how to streamline & optimize ESG reporting.
or
call +1 800 823 5304
Client Success
Explore client results
Fast-track your ESG journey with expert designed SASB fact sheets
Accelerate & optimize your ESG reporting
Accelerate & optimize your ESG reporting
Continue building your perfect tech stack
Financial Reporting
Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.
Proxy Solutions
Optimize efficiencies and deliver more effective shareholder communications. Leverage our expert-backed advisory services, strategy, design, and annual meeting services for a seamless, turn-key financial proxy process.
Virtual Data Room
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.
More findings, right this way
Press Release
Diligent and DFIN Partner to Ease SEC Compliance and Simplify ESG Reporting
Video Podcast
Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 11th Edition
Video Podcast
Webinar Replay: ESG Eco-System - Update on ESG Regulations around the World
Article
Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong?
| Ron Schneider
Blog
ISSB Partnership Framework Signals Important Step in Sustainability Journey
| John Truzzolino
