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Accelerate shareholder engagement and value with strategic, world-class and compliant proxy communications.

Optimize efficiencies — experience seamless, turn-key, expert-supported proxy statement solutions from advisory services, strategy, design and print to annual meeting services and more.

Proxy by DFINProxy by DFIN

Reimagining your proxy can be costly and time-consuming.

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

US

Get the 9th Edition Guide to Effective Proxies

Canada

Get the 4th Canadian Edition for Proxy Circulars

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

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

2

Annual Report

3

Sustainability Report

4

Investor Communications

5

IR Website Services

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.

Edgar Online by DFIN

Business Intelligence at your fingertips

Whether conducting research to support stakeholder communications, building your annual proxy disclosures, or analyzing ever evolving ESG disclosures, EDGAR® Online helps you efficiently extract the meaningful data from real-time SEC Filings.

Get the key information you need to prepare strategic analysis and recommendations or to help evaluate new business initiatives.

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

One in three North American filers are DFIN proxy partners

Over 60% of the award recipients were DFIN clients at the 2020 IR Magazine Awards held virtually - with DFIN sponsoring Best ESG Reporting Award!

IR Awards 2021

Get the latest insights on proxy solutions

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DFIN releases 4th Canadian Edition Guide to Effective Proxy Circulars

October 2021
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Webinar Replay: Navigating DFIN’s Guide to Effective Proxies: 9th Edition

September 2021 | Ron Schneider
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DFIN releases 9th Edition Guide to Effective Proxies

September 2021
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All eyes on SEC Fall Agenda with expected proposed climate disclosure rules

September 2021 | John Truzzolino
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Let’s talk about your next proxy statement.

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