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DFIN (Donnelley Financial Solutions)

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12 reviews
  • 7 profiles
  • 6 categories
Average star rating
4.5
Serving customers since
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DFIN ActiveDisclosure

7 reviews

Get the collaboration platform you need to produce compliant filings and maintain total confidence. Access a vast infrastructure of SEC expertise whenever you need it.

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DFIN ArcPro

4 reviews

Automate the process for creating and updating shareholder documents.Use your own desktop tools and get professional publishing output that’s clean, tagged and ready on time.

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DFIN Venue

1 review

Secure virtual data room to manage confidential data, in real-time, throughout the transaction journey.

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DFIN ArcFiling

0 reviews

A more efficient compliance process.And a professional edge.Less time filing means more time using portfolio insights from your data to drive the right decisions

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DFIN ArcReporting

0 reviews

Improve internal controls and reduce the risk of errors while managing the growing challenges of producing shareholder reports for clients and fund auditors.

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DFIN ArcRegulatory

0 reviews

ArcRegulatory is a comprehensive, cloud-based regulatory reporting platform developed by Donnelley Financial Solutions to assist financial institutions in managing complex compliance requirements across multiple jurisdictions. By automating data ingestion, validation, calculation, and report generation, ArcRegulatory streamlines the creation of compliant reports, ensuring accuracy and efficiency in regulatory filings. Key Features and Functionality: - Automated Regulatory Reporting: Utilizes pre-configured templates for various reporting frameworks, coupled with automated data validation and error checking, to minimize manual input and reduce errors. - Multi-Jurisdictional Compliance: Supports diverse regulatory requirements, including SEC, ESMA, and MAS, with capabilities for currency and format conversions to accommodate international filings. - Audit Trail Management: Maintains a complete version history with user access controls and change logging, ensuring transparency and accountability throughout the reporting process. - Data Management: Simplifies handling large volumes of unique data sets, automatically enriching data within the application to reduce risk and overhead. - Calculation Engine: Provides transparency into all calculation elements, simplifying data analysis tasks and processes through intuitive dashboards. - Rules & Checks: Executes over 1,500 business rules on inbound data, calculated results, and final outputs to ensure consistency and accuracy across all reports. - Production & Publishing: Supports multi-lingual production of regulatory documents, enabling efficient high-volume report generation. - Distribution: Facilitates the distribution of approved documents to platforms and regulators with a single click, supporting configurable workflows to meet diverse distribution requirements. Primary Value and Problem Solved: ArcRegulatory addresses the challenges financial institutions face in managing complex and evolving regulatory reporting requirements. By automating and centralizing the reporting process, it reduces manual errors, ensures timely submissions, and mitigates compliance risks. The platform's flexibility allows it to adapt to various regulatory frameworks, providing a scalable solution that enhances operational efficiency and transparency. This comprehensive approach enables organizations to stay ahead of global regulations while driving efficiencies and maintaining compliance.

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DFIN ArcDigital

0 reviews

ArcDigital is a web-based application developed by Donnelley Financial Solutions that enables marketing and sales teams to manage content and communications through a single integrated digital storefront. Designed to streamline the distribution of sales collateral, marketing communications, and regulatory materials, ArcDigital offers a secure environment where sales teams can access content for multi-channel distribution and real-time reporting with 'add-to-cart' simplicity. Key Features and Functionality: - Integrated Digital Storefront: Provides a centralized platform for managing and distributing digital content, allowing users to access and deliver materials efficiently. - Multi-Channel Distribution: Enables the dissemination of content across various channels, ensuring that communications reach the intended audience through their preferred mediums. - Real-Time Reporting: Offers analytics and reporting capabilities to track content usage and engagement, helping teams understand which communications are most in demand. - API-Friendly Integration: Designed to connect seamlessly with internal and external systems, facilitating smooth integration into existing workflows. - Secure Environment: Ensures the protection of sensitive information through robust security measures, providing a safe platform for content management and distribution. Primary Value and User Solutions: ArcDigital addresses the challenges marketing and sales teams face in locating, accessing, and distributing content by providing a centralized, user-friendly platform. By reducing redundancies and creating greater efficiency, it lessens the burden often placed on IT departments. The platform's ability to integrate across systems allows it to function as a hub for all digital content management, customization, and delivery needs. With real-time reporting and segmentation capabilities, users can better track which communications are most in demand, enabling more targeted and effective marketing strategies.

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DFIN (Donnelley Financial Solutions) Reviews

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Star Rating
9
3
0
0
0
Verified User in Banking
AB
Verified User in Banking
04/10/2026
Validated Reviewer
Verified Current User
Review source: AI Assisted Review

Efficient, Reliable, and User-Friendly Platform

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.
Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
12/16/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

User-Friendly and Intuitive, But XBRL Tagging Can Be Challenging

It is easy to use and intuitive. I was able to teach myself how to use the system with very little training and support. The system is very user friendly and the customer support is excellent.
Verified User in Financial Services
UF
Verified User in Financial Services
12/11/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Highly recommending DFIN for SEC/public company reporting needs!

The platform stands out for its ease of use and straightforward implementation, as well as its excellent customer support. The team is friendly and proactive, consistently seeking feedback and ways to improve. They are always available to answer questions, and it has been a great experience working with the DFIN team over the past few years!

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HQ Location:
Chicago, Illinois, United States

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@DFINSolutions

What is DFIN (Donnelley Financial Solutions)?

Donnelley Financial Solutions (DFIN) is a service provider of risk and compliance solutions for financial markets and companies around the world. The company specializes in providing software and services that help businesses manage regulatory compliance, capital market transactions, and secure document management. DFIN’s offerings include financial disclosure management tools, virtual data rooms, and automated filing solutions designed to streamline complex processes and enhance operational efficiency. With a focus on innovation, the company serves a wide range of industries, including finance, healthcare, and legal sectors.

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