Certent Disclosure Management (CDM)
Reduce Risk for Regulatory, External, and Internal Reports
- A comprehensive solution for SEC/EDGAR and ESMA ESEF reporting
- The only all-in-one disclosure management system
- Built on Microsoft Office to reduce training and quickly generate value
- Direct connection to multiple data sources to bolster compliance and reduce risk of error
See for yourself why over 500K+ users are using insightsoftware
Certent has helped improve the agility and speed at which we implement new regulatory reporting requirements. Certent enables XBRL Tagging and all the things that go alongside reporting to make sure it all comes together to meet the quality of reporting that's required. The ease of seeing any issues with number formatting prior to submission saves a lot of time.
Ensure Every Report is Always in Perfect Alignment
Familiar Microsoft Office Integration
Use existing skills to create composite documents containing numbers, charts, and text.
Automated Narrative Reporting
Automatically roll over reports to the next period, with the latest data, to jump start the report creation process.
Version Control, Workflow, and Audit Trail
Track the status of each document section, with due dates, responsibility assignments, and automated notifications to keep everything on track.
Direct Multi-Data Source Connection
Link narrative and data in reports directly back to source data to ensure there are no conflicting numbers or narrative anywhere in a report.
XBRL Tagging Done Right
Real-time validation on XBRL documents to instantly flag any errors, improving overall quality in first and subsequent filings.
Reduce Risk and Ensure Security
Ensure employees only see the information they’re authorized to access, and only when they need it.
Increase Confidence With Bulletproof Accuracy, Even With Late Changes With CDM
Work 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.
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. 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 source data and the ability to add links to data items into the narrative, which is shared within and across documents, ensuring consistent reporting with a single version of the truth. Refresh the data at any time to automatically update the report narrative as numbers fluctuate to reduce the risk of manual errors.
Halve the Time Spent Creating Internal and External Narrative Reports
50%
Less Time
Reduces
tedious manual tasks
40%
Less Time
One Tool for Controlled Internal and External Disclosure Report Creation
Meet CDM, 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.
