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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

2

Annual Report

3

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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One in three North American filers are DFIN proxy clients

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More findings, right this way

Blog

Deals, Diligence, and Dry Powder: What to Watch in the Second Half of 2025

View blog

Article

ESEF Reporting in 2H 2025: What UK and European Listed Companies Need to Know

Read article

Guide

The Public Company Handbook

View guide

White Paper

Navigate Your IPO with Clarity and Confidence

Read white paper

Report

DFIN's IPO & Public Listing Report - Q2 2025 Edition

Read report

Fact Sheet

Supporting the European Accessibility Act (EAA)

View fact sheet

Video

Navigating EDGAR Next: Top Questions Answered

Watch video

Resources

Shelf Offerings and Shelf Registrations

View resource

White Paper

SEC Filings At-a-Glance

Read white paper

Infographic

Why Arc Suite Is the Choice

View infographic

Infographic

Why DFIN Is the Choice for 1940 Act Filing

View infographic

Resources

SEC Form 10-D

View resource

Resources

SEC Form 424

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Resources

What is SEC Form 13F?

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Resources

SEC Form 11-K

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Fact Sheet

Investment Companies Traditional Services Overview

View fact sheet

Video Podcast

VP of Finance at noco-noco Discusses ActiveDisclosure's Benefits for Financial Reporting

Watch replay

Blog

SEC’s New SPAC Rule Requires iXBRL Tagging by June 30, 2025 — Are You Ready?

View blog

Case Study

Why a Multinational Company Returned to ActiveDisclosure for Financial Reporting

Read case study

Blog

NYC Tech Week Panel Explores a Hot Topic: the IPO Journey

View blog