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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 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 solutions help streamline the 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, 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.

See why more than 1/3 of North American public companies choose DFIN as their proxy partner

American Airlines
Bank of America
Spotify
Intel
Keurig DrPepper
GM
The Home Depot
Disney
Netflix
Merck
AT&T
Baker Hughes
BlackRock
Brighthouse Financial
Callaway Golf
Capital One
Chevron
Goldman Sachs
Hess
Honeywell
IBM
Microsoft
Peloton
Republic Services
Under Armour
Verizon

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

Report

Preparing for Proxy Season 2022

November 2021 | Ron Schneider
schneider
Read report
Guide

The Public Company Handbook: Sixth Edition

November 2021
View guide
Guide

Anatomy of a Proxy: Practice Tips from the Experts

November 2021 | Ron Schneider
schneider
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Guide

DFIN releases 4th Canadian Edition Guide to Effective Proxy Circulars

October 2021
View guide
Guide

DFIN releases 9th Edition Guide to Effective Proxies

September 2021
View guide
Blog

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

September 2021 | John Truzzolino
truzzolino
View blog
Knowledge Resources

Telling your Compensation Story

June 2021 | Ron Schneider
schneider
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Knowledge Resources

Moving Forward -- Acceleration in reporting is driving the proxy outlook for 2021

May 2021 | Ron Schneider
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Article

DFIN’s 1Q Earnings and the Value of Innovation

May 2021 | Craig Clay
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Article

2021 Proxy Season Trends

April 2021
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Guide

The Proxy Season Field Guide

March 2021
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Article

Preparing for 2021 Annual Meeting & Proxy Season

December 2020
Read article
Drag for more

Let’s talk about your next proxy statement.

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