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Best Disclosure Management Software

Disclosure management software consolidates compliance information and maintains a repository of documents and reports required for regulatory filings and disclosures. This type of software provides features to create, manage, and publish statements and reports. Disclosure management software is mostly used by compliance professionals to automate workflows, improve collaboration, and increase the transparency of disclosure activities. The reports and documents created using disclosure management tools can then also be delivered to managers, executives, and board members. In addition, this type of software generates regulatory documents for governmental institutions and external auditors.

Disclosure management software is offered as part of governance, risk, and compliance suites or delivered separately as a standalone solution. Some disclosure management software products focus mostly on financial disclosure, while others cover both financial and non-financial departments. Disclosure management software usually integrates with ERP systems and accounting software, or with corporate performance management products.

To qualify for inclusion in the Disclosure Management category, a product must:

  • Provide generic and industry-specific templates for documents and reports
  • Deliver workflows to streamline and optimize disclosure processes
  • Match and map information from multiple data sources
  • Maintain versions and audit trails for documents and reports
  • Track certifications related to disclosure management
  • Allow external users to access documents and reports
  • Automatically generate and update reports at predefined intervals

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    Disclosure Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    Certent Disclosure Management delivers more control over SEC reporting process with greater efficiency, superior quality, and expert support. Certent enables you to create, compare, collaborate, and communicate all crucial aspects of regulatory reporting in a Microsoft Office environment, with integration with your ERP and/or consolidation system, one-click EDGARization, and extensive XBRL functionality streamlining the process, improving productivity, and strengthening controls and compliance. When you need the best in regulatory reporting, the choice is Certent. From a comprehensive onboarding process, to the flexibility to choose the right level of services to meet your needs, to an assigned customer relationship manager ensuring your success, you are never alone in your pursuit of efficiently-produced, high-quality disclosure documents. Our experts are here to help you address and resolve questions about complex SEC compliance and XBRL tagging issues. We provide robust customer support, extensive online resources, and regular software updates. We are committed to ensuring you derive the maximum value from your investments through an unwavering focus on customer success. Maybe that’s why more than 1,300 companies rely on Certent.

    Workiva (NYSE:WK) Wdesk is a cloud-based productivity platform for enterprises that collect, link, report, and analyze business data with control and accountability.

    COI RiskManager is a powerful web-based solution that efficiently captures disclosures, automatically identifies potential conflicts, and provides reviewer workflows to quickly mitigate issues for any size organization, across many industries.

    DataTracks enables customers across geographies to file reports compliant with the standards of regulators like the SEC (the US), HMRC (the UK), Revenue (Ireland), various EU regulatory authorities, ACRA (Singapore), MCA (India), and CIPC (South Africa). To know why financial accounting firms and enterprises world-over trust DataTracks, please visit https://www.datatracks.com, https://www.datatracks.co.uk, and https://www.datatracks.eu.

    DisclosureNet provides an enterprise disclosure management solution that can be implemented on the cloud or in-house and helps improve efficiency, accuracy, control, and reduces risk in your internal and external reporting cycles.

    Simplify obligation and communication management to ensure compliance and stakeholder satisfaction with INX InForm. Obligations, stakeholder and issues management is a critical component to the successful delivery of projects and ensuring organisations remain compliant, sustainable and socially responsible. Obligations are made up of a variety of commitments that a particular project or company must adhere to throughout the lifecycle of its operations. Obligations can be in the form of licenses, permits, approvals, proposals or tenements. These obligations are associated with extensive commitments by which a failure to adhere to can result in penalties that have the potential to significantly threaten the prosperity of the project and sometimes the company as a whole. Stakeholders are made up of individuals, investors, governing bodies, industry groups and other external organisations in the wider community who have influence on a project or operations.

    LucaNet offers a suite of integrated products to meet all of corporate and financial performance management needs.

    Provides the ultimate in efficient, secure collaborations, then automatically generates precise SEC reporting or IFRS filings. Built on the Microsoft Office platform, it's a seamless, end-to-end SaaS solution that lets you file faster, easier and more accurately than ever before.

    The OneStream XF corporate performance management platform quickly and easily aligns to business changes by leveraging core financial consolidation, planning, data quality, and financial reporting capabilities.

    Oracle Hyperion Disclosure Management enables you to manage the creation of XBRL and inline XBRL (iXBRL) documents. Featuring deep integration with existing Oracle Hyperion financial reporting tools, it provides an easy and straightforward approach to XBRL reporting.

    The software helps you efficiently manage the final step of your financial close, from preparing and publishing financial statements and XBRL reports, to ensuring compliance with IFRS, GAAP, and other country-specific accounting standards.

    CCH Tagetik is a unified software platform that improves all of your financial processes including budgeting, planning, forecasting, financial consolidation, financial reporting and disclosure management. CCH Tagetik can be deployed as SaaS, private cloud, or on-premise. The flexibility to seamlessly migrate from one to the other means that we can match your company's strategy today or in the future. Over 1,000 customers around the globe have increased efficiency, reduced risk and saved money with CCH Tagetik.

    Trintech Disclosure Management will provide noticeable improvements in the control, accuracy, and timeliness of your reporting and seamlessly integrate into the rest of your Record to Report processes.