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CERTENT DISCLOSURE MANAGEMENT (CDM)

Reduce Risk for Regulatory, External, and Internal Reports

Streamline multi-author disclosures in Microsoft Office. Automate data updates, enforce workflows, and file regulatory reports with complete confidence.

See for yourself why over 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition

Increase Confidence With Bulletproof Accuracy, Even With Late Changes With CDM

Speed Meets Efficiency

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.

Accuracy Mitigates Risk

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.

Consistency Builds Confidence

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.

Fast & Consistent Reports

Effortlessly Navigate Regulatory Complexity With Streamlined Disclosure Management

  • Familiar Microsoft Office Integration

  • Automated Narrative Reporting

  • Version Control, Workflow, and Audit Trail

  • Direct Multi-Data Source Connection

  • XBRL Tagging Done Right

  • Reduce Risk and Ensure Security

One Tool for Internal & External Disclosure Reports

Capterra 4.5 star rating
4.5