The Future of Disclosure Management

Join Jamie Eagan (VP, Disclosure Management) and Mark Newallo (Director, Disclosure Management) for an exclusive first look at the next-generation Disclosure Management platform by insightsoftware. We've completely reimagined how finance teams create, collaborate on, and file regulatory reports—placing your workflow at the center of every design decision. Experience deeper Microsoft Office integration, intuitive collaboration tools, and a modern interface built to eliminate friction from your reporting process. You'll see working demonstrations of features launching through 2026, including process-focused innovations that eliminate version control chaos and cut XBRL compliance time. What You'll See Live:

• Work directly in Word and SharePoint See real-time collaboration in action—multiple team members editing disclosure documents simultaneously in Word, with automatic content reuse across sections. No more emailing versions or wondering who has the latest draft.

• XBRL tagging that happens as you write Watch AI suggest XBRL tags while drafting, reducing tagging time and catching compliance errors before filing. Tag and review directly in Word without switching between applications.

• Workflows built around your reporting calendar See milestone tracking, role assignments, and approval processes mapped to actual disclosure deadlines—not arbitrary software steps. Know exactly where each section stands and who needs to act next.

• AI-powered document health checks Watch compliance monitoring flag issues during drafting—when they're easy to fix—instead of on filing day. See how AI catches inconsistencies, summarizes comments, and identifies action items automatically.

You'll also get a detailed preview of our 2026 roadmap, including SEC Filing Wizard integration, ESMA ESEF support, enhanced narrative reporting capabilities, and our Early Adopter Program. We'll walk through the phased rollout timeline and answer your questions about migration planning. Reserve Your Spot Join us for this exclusive first look. Register now to see live demonstrations, get your roadmap questions answered, and discover how this solution can transform your disclosure process.