
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.


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

Proxy Strategy, Design & Advisory Services
Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting.

Disclosure Management, EDGAR Filing & Expertise
Streamline financial reporting with our purpose-built proxy statement software, new ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings.

Design & Editing Services
Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services.

Annual Meeting Services
DFIN streamlines your annual or special meeting with
project management and coordination of all meeting-related activities, including:
- Broker search capabilities
- Real-time online vote results
- Final tabulation
- Inspector-of-election services
- Virtual, in-person or hybrid shareholder meetings
- SEC (Form 8-K) filing tabulation results

Production & Distribution
Personalized, customized & branded shareholder documents in either a printed or digital interactive proxy format and handled by our experienced staff and globally distributed.
Elevating your shareholder communications design
Our design experts can help you amplify your company story and define what sets your company apart.
Proxy
Annual Report
Sustainability Report
Investor Communications
IR Website Services
Super-charge your proxy process with our award-winning tools

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.

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.

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.

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

Get the latest insights on proxy solutions

EMEA and Key Opportunities around VDR with Anthony Sharratt, DFIN's Head of Venue, EMEA

Let’s talk about your next proxy statement.
call +1 800 823 5304