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Reimagine your proxy. Over 500 examples of innovative proxy disclosures.

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

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

ActiveDisclosure by DFIN

A fast, affordable SEC filing platform

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 proxy 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.

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.

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Demands on ESG reporting are intensifying

Capital markets, regulatory bodies including the SEC, employees, and customers alike are increasingly seeking transparency on managing ESG initiatives. When aligned with business strategy and long-term value — from reporting, tax, HR to M&A — our ESG data management and reporting solution lets you capture the right opportunities.

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Continue building your perfect tech stack

Financial Reporting

Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.

ESG
 

Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.

Virtual Data Room

Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.

More findings, right this way

Video Podcast

Webinar Replay: An Early Look at the 2024 Proxy Season

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Guide

Annual Meeting Handbook - 2024 Edition

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Guide

Proxy Season Field Guide - 11th Edition

Proxy Season Field Guide 11th Edition -  Card
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Video Podcast

Webinar Replay: Corporate Governance Outlook: The Top Issues of 2024

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Report

Equilar Releases Its “Corporate Governance Outlook 2024” Report Featuring DFIN Commentary

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Report

Equilar Releases Its “Preparing for Proxy Season 2024” Report Featuring DFIN Commentary

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Video Podcast

Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 11th Edition

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Video Podcast

Webinar Replay: SEC Regulatory Update, Trends, Lessons Learned from Proxy Season

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Case Study

Double-Digit Increases in Sales Metrics

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Video Podcast

DFIN and Force Management Command Center

Craig Clay
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Video Podcast

DFIN's Digital Transformation and How Force Management Platform Assists with Sales

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Guide

Executive Compensation Disclosure Handbook – Updated February 2023

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Blog

There Are No Shortcuts with SEC’s New Pay Versus Performance Rule

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Guide

The Proxy Season Field Guide – 10th Edition

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Article

Corporate Governance Outlook 2023

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Article

Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation And Climate Disclosures ... What Can Go Wrong?

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Article

Preparing For Proxy Season 2023

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Resources

What to Know About the New Universal Proxy Card Requirements

What To Know About The New Universal Proxy Card Requirements Card
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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

Preparing for the 2023 Proxy & Disclosure Season with Ron Schneider

schneider
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