Disclosure Management is a software platform designed for the creation of financial and business reports, streamlining the process through automation and collaboration. It connects directly to data sources to reduce manual work and minimize errors, and supports various output formats such as Word, PDF or iXBRL. The term “Disclosure Management” generally refers to the management of disclosure obligations in reporting.
Common use cases for disclosure management
Regulatory filings
Meet global compliance requirements with confidence. Disclosure Management supports XBRL and Inline XBRL, including the requirements of SEC, ESMA, EBA, EIOPA, CIPC and others. Built-in tagging and roll-forward capabilities reduce the time and effort required to produce compliant reports, year after year.
Annual and quarterly reporting
Eliminate the bottlenecks of traditional reporting. Thanks to dynamic links to source systems, annual and quarterly reports are automatically updated when data changes. Narratives and analytics stay in sync and ensure accuracy throughout the document lifecycle.
Board and management presentations
Disclosure Management goes beyond compliance. It allows you to prepare board packs and management presentations that combine financial data, KPIs and narrative context – all with pixel-perfect formatting in Microsoft PowerPoint.
Cross-departmental collaboration
The finance department rarely works in isolation. The Compliance, Legal, Investor Relations and Operations departments all play a role in disclosure management. Disclosure Management provides a collaborative environment where everyone can contribute simultaneously without overwriting or duplicating each other’s work.
Impact on customers
Companies in all sectors report measurable benefits from the introduction of disclosure management:
- Faster reporting for annual reports.
- Significant reduction in manual post-processing of data.
- Greater confidence in the accuracy of the data and its compliance.
- Improved collaboration between finance, compliance and operations.
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Talk to our experts about disclosure management