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Proxy Reporting for Public Companies

Proxy Reporting for Public Companies

Create proxy statements that drive shareholder engagement

Create proxy statements that drive shareholder engagement

Experience seamless, turn-key, expert-supported proxy statement solutions - from advisory services, strategy, design and print to annual meeting services and more.​

Experience seamless, turn-key, expert-supported proxy statement solutions - from advisory services, strategy, design and print to annual meeting services and more.​

Key Capabilities

Monitor changes, manage documents and versions, support compliance processes, and import or export data to keep reporting work accurate and audit-ready.

Key Capabilities

Monitor changes, manage documents and versions, support compliance processes, and import or export data to keep reporting work accurate and audit-ready.

Data Visualization
Document Management
Compliance Management
Data Import/Export

Included Products

Support proxy and disclosure workflows with secure collaboration, document control, and filing-ready outputs for regulated teams.

Included Products

Support proxy and disclosure workflows with secure collaboration, document control, and filing-ready outputs for regulated teams.

What customers say on G2

What customers say on G2

5/5

"It facilitates real-time collaboration to expedite the process, ensuring precise XBRL reporting to meet SEC requirements, enabling secure document sharing with auditors."

DS
Verified User

5/5

"Once it's in place, though, it really streamlines updates and reduces manual work."

NH
Group Finance Manager at 10,001+ employees Company

Group Finance Manager

10,001+ employees

5/5

"Compliance confidence: Built‑in validation checks and audit trails provide confidence that filings meet regulatory requirements and can stand up to scrutiny."

LR
Lisa R.

Sr. Director of Administration

51-200 employees

4/5

"ActiveDisclosure overlays its Excel linking with workflow controls, review notes, and signoffs. This provides stronger governance compared to standalone Excel-based reporting processes and helps support SOX and internal control requirements."

Ken W.
KW
Ken W.

Experienced Associate, Accounting Advisory Services

11-50 employees

5/5

"I also like the workbooks and audit trail functionality - both of which mitigate risk."

RS
Associate General Counsel at 10,001+ employees Company

Associate General Counsel

10,001+ employees

5/5

""I love how ActiveDisclosure allows us to manage our documents in one seamless and user-friendly way. The platform is affordable, scalable, and offers excellent support, making collaboration and compliance much more efficient and reliable.""

Aidan L.
AL
Controller at 501-1,000 employees Company

Controller

501-1,000 employees