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Step by step instructions
to reimagine your proxy

Our expert-supported, consultative approach and digital proxy statement solutions help streamline the financial proxy process and deliver a more effective shareholder communication.

Get the Guide for US or Canadian Proxies

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Yield superior results with value-driven, intelligently-designed shareholder materials

Did you know your proxy could help you do this?

  • Identify, understand and avoid risks
  • Create communication strategies
  • Put the spotlight on corporate strengths
  • Make data-driven decisions about content
  • Create custom designs for compelling storytelling
  • Tap into industry trends and best practices

Elevating your shareholder communications design

Our design experts can help you amplify your company story and define what sets your company apart.

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Proxy

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Annual Report

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Sustainability Report

4

Investor Communications

5

IR Website Services

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Get in touch with us to talk affordable proxy solutions​

Super-charge your proxy process with our award-winning tools

ActiveDisclosure by DFIN

A fast, affordable SEC filing platform

The new ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure ESG reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.

Venue by DFIN

Accelerate your deal process with our award-winning virtual data room

Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.

Get ahead of regulatory momentum

New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.

eBrevia by DFIN

Accelerate the review process with AI by your side

Increase efficiency and accuracy of contracts and vendors to discover ESG data associated with ESG emerging topics by leveraging our AI-powered document analytics software.

Automate data extraction and analysis in agreements for carbon emissions, diversity and inclusion & climate risk.

Celebrating 2022 IR Magazine award winning client partnerships

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Next ERA Energy Logo
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One in three North American filers are DFIN proxy clients

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More findings, right this way

Blog

SEC Proposed Climate-Related Disclosure Rule Update

clark
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Video Podcast

SEC Insider by DFIN | New SEC Rules for Universal Proxy Cards with Jean Luther and Ron Schneider

New SEC Rules for Universal Proxy Cards
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Video Podcast

ESG Software Tips with Bridget Hughes on Electric Ladies Podcast

Bridget Hughes
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Press Release

DFIN Named NetSuite SuiteCloud Breakthrough Partner of the Year

NetSuite SuiteCloud
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Press Release

DFIN DealMaker Meter: Surge in "Dark Data" Represents Growing Danger for Corporations

DMM Card
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Report

DFIN's IPO & Public Listing Report - September 2022 Edition

IPO September
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Report

DFIN's IPO & Public Listing Report - August 2022 Edition

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Blog

Software success leads DFIN’s excellent quarter

clay
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Report

DFIN's IPO & Public Listing Report - July 2022 Edition

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Press Release

DFIN and Netgain Streamline Lease Accounting to Meet New SEC Regulations

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Report

DFIN's IPO & Public Listing Report - June 2022 Edition

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Video Podcast

ESG Reporting Journey with Frank Kelley, DFIN’s Director of ESG & Compliance Services

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Video Podcast

Streamlining & Optimizing Financial Reporting with Jeff Catt, DFIN’s Senior Vice President of Global Sales, ActiveDisclosure

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Press Release

DFIN Report Predicts Strong M&A Activity in 2022

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Video Podcast

DFIN Road to Transformation with Dan Leib, DFIN’s President and CEO

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Video Podcast

The Impact of Current Events on Public and Private Markets with Craig Clay, DFIN’s President of Global Capital Markets

clay
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Video Podcast

Leveraging Innovative Tech to Drive Client Experience with Jodi Sweeney, DFIN’s Chief Client Experience Officer

jodi sweeney
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Report

DFIN's IPO & Public Listing Report - May 2022 Edition

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Video

Market Sentiment Update: What Q1 2022 can tell us about the second half of the year & beyond

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Blog

Financial Data Transparency Act Will Transform Financial Reporting

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