The Only All-in-One Disclosure Management System, Built on Microsoft Office, for External and Internal Report Creation
Hours are spent manually copying and pasting data from source systems or disparate spreadsheets and passing files back and forth over poorly controlled channels, such as email, which puts the integrity of your process at risk.
Gathering text, narrative, and analysis from multiple systems for annual reports, investor press releases, results presentations, board packs, etc., is a time-consuming, manual process. With no automation to enable you to roll forward these narratives to the next period, you find yourself reinventing the wheel period after period.
If you don’t have a direct link from the numbers and comparatives in your commentary to your source data, then every time your source system changes you need to manually update and recheck every piece of narrative across every document. This is tedious and risks introducing errors and inconsistencies, particularly with last-minute changes.
Meet the industry’s only all-in-one disclosure management solution, built on Microsoft Office. Exercise control over high frequency, recurring, multi-author reports and use anywhere you want to combine words and numbers for publication, not just for regulatory and statutory reports.
Produce and format regulatory, internal, and external reports with ease by working within the Office products you already know how to use. Automatically roll forward documents to the next period to compress production cycles. Drive economies of scale by sharing content across multiple reports and distributing in multiple output formats: Word, PDF, PowerPoint, Adobe InDesign, XBRL/iXBRL, etc. Save time and money by reducing proofing cycles with external printers and eliminating the 24-hour plus pencil-down period.
Always tell the most accurate story around your company results, with confidence. Strong access controls and single sign-on ensure only authorized users can change and approve narrative. Workflow controls streamline and expedite the production cycle. Process task and check lists provide simple guidance to keep everything on track. An audit trail lets you see who did what and when, while validation rules tie out one part of the document to another part, or to a different document, to accelerate the review cycle.
Direct connectivity to your source data and the ability to add links to data items into your narrative that are shared within and across documents ensure that you have a single version of the truth for consistent reporting. Refresh your data at any time to automatically update your report narrative as your numbers fluctuate to reduce the risk of manual errors.
Financial professionals know the quarterly drill of yet another period close all too well. That’s when the disclosure process — that time-consuming, manual, error-prone proposition — takes center stage.
The cloud option means that we don’t have the risk and maintenance costs of having physical hardware on-premise.
