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Best Disclosure Management Software

Lauren Worth
LW
Researched and written by Lauren Worth

Researched and written by Gabriel Gheorghiu

Disclosure management software simplifies compliance tasks by consolidating regulatory information and maintaining a centralized repository of documents for regulatory filings.

Designed for compliance professionals, the software facilitates the creation, organization, and sharing of statements and reports. It aims to automate workflows, encourage collaboration, and enhance the transparency of disclosure activities.

Professionals use disclosure management software to efficiently share reports and documents with managers, executives, and board members. The tool also aids in generating regulatory documents for governmental institutions and external auditors.

Disclosure management software comes in different variations and is offered as part of governance, risk, and compliance suites or as a standalone solution. Some products focus on financial disclosure, while others cater to non-financial departments. Integration capabilities are standard, so the software connects to ERP systems, accounting software, and corporate performance management products.

Best Disclosure Management software at a glance:

Best for small business: Workiva
Best for mid-market: Workiva
Best for enterprise: Workiva
Best by G2 user satisfaction: Workiva
Best free/free trial: Semansys

These software solutions are ranked using an algorithm that calculates customer satisfaction and market presence based on reviews from our user community. For more information, please check out G2’s Research Scoring Methodology.

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

Best Disclosure Management Software At A Glance

Leader:
Highest Performer:
Easiest to Use:
Best Free Software:
Top Trending:
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Easiest to Use:
Best Free Software:
Top Trending:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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44 Listings in Disclosure Management Available
(1,499)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Disclosure Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Workiva is a cloud-based platform designed for financial reporting, compliance, risk management, and collaboration, featuring real-time data integration and report generation.
    • Reviewers like Workiva's user-friendly interface, robust automation features, and the ability for multiple users to edit the same document simultaneously, which enhances teamwork and reduces version control issues.
    • Users experienced some issues with Workiva, such as high subscription costs, occasional glitches, formatting issues, and difficulties in navigating some of its extensive features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workiva Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    453
    Collaboration
    289
    Team Collaboration
    258
    Features
    233
    Reporting
    201
    Cons
    Missing Features
    153
    Limited Functionality
    101
    Limited Features
    92
    Slow Loading
    91
    Learning Curve
    88
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workiva features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.8
    8.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,362 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,106 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Workiva is a cloud-based platform designed for financial reporting, compliance, risk management, and collaboration, featuring real-time data integration and report generation.
  • Reviewers like Workiva's user-friendly interface, robust automation features, and the ability for multiple users to edit the same document simultaneously, which enhances teamwork and reduces version control issues.
  • Users experienced some issues with Workiva, such as high subscription costs, occasional glitches, formatting issues, and difficulties in navigating some of its extensive features.
Workiva Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
453
Collaboration
289
Team Collaboration
258
Features
233
Reporting
201
Cons
Missing Features
153
Limited Functionality
101
Limited Features
92
Slow Loading
91
Learning Curve
88
Workiva features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.8
8.9
Quality of Support
Average: 8.7
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,362 Twitter followers
LinkedIn® Page
www.linkedin.com
3,106 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

    Users
    No information available
    Industries
    • Banking
    • Insurance
    Market Segment
    • 55% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Management
    4
    Data Analysis
    3
    Reporting
    3
    Forecasting Efficiency
    2
    Integrated Solutions
    2
    Cons
    Missing Features
    2
    Dashboard Issues
    1
    Dashboard Limitations
    1
    ERP Integration
    1
    Feature Improvements
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CCH Tagetik features and usability ratings that predict user satisfaction
    7.9
    Ease of Use
    Average: 8.8
    8.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    17,898 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,042 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

Users
No information available
Industries
  • Banking
  • Insurance
Market Segment
  • 55% Enterprise
  • 30% Mid-Market
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Management
4
Data Analysis
3
Reporting
3
Forecasting Efficiency
2
Integrated Solutions
2
Cons
Missing Features
2
Dashboard Issues
1
Dashboard Limitations
1
ERP Integration
1
Feature Improvements
1
CCH Tagetik features and usability ratings that predict user satisfaction
7.9
Ease of Use
Average: 8.8
8.7
Quality of Support
Average: 8.7
Seller Details
Company Website
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
17,898 Twitter followers
LinkedIn® Page
www.linkedin.com
23,042 employees on LinkedIn®

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(17)4.3 out of 5
View top Consulting Services for Oracle Hyperion Disclosure Management
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 47% Enterprise
    • 29% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oracle Hyperion Disclosure Management features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.8
    7.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    822,135 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    204,855 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

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,

Users
No information available
Industries
No information available
Market Segment
  • 47% Enterprise
  • 29% Small-Business
Oracle Hyperion Disclosure Management features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.8
7.9
Quality of Support
Average: 8.7
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
822,135 Twitter followers
LinkedIn® Page
www.linkedin.com
204,855 employees on LinkedIn®
Ownership
NYSE:ORCL
(100)4.8 out of 5
1st Easiest To Use in Disclosure Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL repo

    Users
    No information available
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 40% Mid-Market
    • 32% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IRIS CARBON® Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    25
    Ease of Use
    16
    Helpful
    8
    Efficiency
    7
    Efficiency Improvement
    7
    Cons
    Bugs
    4
    Upload Issues
    3
    Confusing Interface
    2
    Data Management
    2
    Inconsistency
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IRIS CARBON® features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.8
    9.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2005
    HQ Location
    Mumbai, IN
    Twitter
    @iris_carbon
    98 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL repo

Users
No information available
Industries
  • Accounting
  • Financial Services
Market Segment
  • 40% Mid-Market
  • 32% Enterprise
IRIS CARBON® Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
25
Ease of Use
16
Helpful
8
Efficiency
7
Efficiency Improvement
7
Cons
Bugs
4
Upload Issues
3
Confusing Interface
2
Data Management
2
Inconsistency
2
IRIS CARBON® features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.8
9.9
Quality of Support
Average: 8.7
Seller Details
Year Founded
2005
HQ Location
Mumbai, IN
Twitter
@iris_carbon
98 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 36% Mid-Market
    • 36% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Disclosure Management features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.8
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    299,880 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    129,051 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 36% Mid-Market
  • 36% Small-Business
SAP Disclosure Management features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.8
8.8
Quality of Support
Average: 8.7
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
299,880 Twitter followers
LinkedIn® Page
www.linkedin.com
129,051 employees on LinkedIn®
Ownership
NYSE:SAP
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DataTracks is a well-known global leader that offers clients all over the world financial reporting solutions. DataTracks provides a wide range of services and solutions focused at optimizing the fina

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 50% Mid-Market
    • 42% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DataTracks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Reporting
    8
    Easy Integrations
    5
    Compliance Management
    4
    Customer Support
    4
    Cons
    Learning Curve
    2
    Poor Customer Support
    2
    Steep Learning Curve
    2
    Complex Setup
    1
    Difficult Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DataTracks features and usability ratings that predict user satisfaction
    9.1
    Ease of Use
    Average: 8.8
    9.1
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2005
    HQ Location
    Singapore, Singapore
    Twitter
    @DataTracks
    2,941 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    486 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DataTracks is a well-known global leader that offers clients all over the world financial reporting solutions. DataTracks provides a wide range of services and solutions focused at optimizing the fina

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 50% Mid-Market
  • 42% Small-Business
DataTracks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Reporting
8
Easy Integrations
5
Compliance Management
4
Customer Support
4
Cons
Learning Curve
2
Poor Customer Support
2
Steep Learning Curve
2
Complex Setup
1
Difficult Customization
1
DataTracks features and usability ratings that predict user satisfaction
9.1
Ease of Use
Average: 8.8
9.1
Quality of Support
Average: 8.7
Seller Details
Company Website
Year Founded
2005
HQ Location
Singapore, Singapore
Twitter
@DataTracks
2,941 Twitter followers
LinkedIn® Page
www.linkedin.com
486 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ideagen Disclose is an automated accounts disclosure checklist tool that cuts the risk of non-compliance. It gives accountants and auditors a more efficient way to tailor, review, and approve financia

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 36% Enterprise
    • 36% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ideagen Disclose Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Efficiency
    2
    Auditing
    1
    Data Management
    1
    Efficiency Improvement
    1
    Cons
    Difficult Navigation
    1
    Poor Interface Design
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ideagen Disclose features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.8
    8.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ideagen
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,200 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen Disclose is an automated accounts disclosure checklist tool that cuts the risk of non-compliance. It gives accountants and auditors a more efficient way to tailor, review, and approve financia

Users
No information available
Industries
  • Accounting
Market Segment
  • 36% Enterprise
  • 36% Small-Business
Ideagen Disclose Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Efficiency
2
Auditing
1
Data Management
1
Efficiency Improvement
1
Cons
Difficult Navigation
1
Poor Interface Design
1
Ideagen Disclose features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.8
8.7
Quality of Support
Average: 8.7
Seller Details
Seller
Ideagen
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,200 Twitter followers
LinkedIn® Page
www.linkedin.com
1,257 employees on LinkedIn®
(58)4.8 out of 5
3rd Easiest To Use in Disclosure Management software
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solut

    Users
    • CFO
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 53% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Lucanet features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.8
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    719 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    851 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solut

Users
  • CFO
Industries
  • Financial Services
  • Accounting
Market Segment
  • 53% Mid-Market
  • 31% Small-Business
Lucanet features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.8
8.8
Quality of Support
Average: 8.7
Seller Details
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
719 Twitter followers
LinkedIn® Page
www.linkedin.com
851 employees on LinkedIn®
(41)4.3 out of 5
4th Easiest To Use in Disclosure Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 succes

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 49% Small-Business
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • INX InForm Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Features
    6
    User Interface
    6
    Efficiency
    4
    Customer Support
    3
    Cons
    Expensive
    5
    Learning Curve
    5
    Lagging Performance
    3
    Complex Usability
    2
    Software Bugs
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • INX InForm features and usability ratings that predict user satisfaction
    8.1
    Ease of Use
    Average: 8.8
    7.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    West Perth
    Twitter
    @INXSoftware
    7 Twitter followers
    LinkedIn® Page
    au.linkedin.com
    212 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 succes

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 49% Small-Business
  • 29% Mid-Market
INX InForm Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Features
6
User Interface
6
Efficiency
4
Customer Support
3
Cons
Expensive
5
Learning Curve
5
Lagging Performance
3
Complex Usability
2
Software Bugs
2
INX InForm features and usability ratings that predict user satisfaction
8.1
Ease of Use
Average: 8.8
7.9
Quality of Support
Average: 8.7
Seller Details
Year Founded
2000
HQ Location
West Perth
Twitter
@INXSoftware
7 Twitter followers
LinkedIn® Page
au.linkedin.com
212 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 41% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • COI RiskManager Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Customer Support
    3
    Easy Integrations
    3
    Integrations
    3
    Auditing
    2
    Cons
    Poor Customer Support
    2
    Integration Issues
    1
    Lack of Training
    1
    Learning Curve
    1
    Limited Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • COI RiskManager features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.8
    7.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Waltham, MA 02451, US
    Twitter
    @OspreySoftware
    84 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 41% Small-Business
  • 36% Mid-Market
COI RiskManager Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Customer Support
3
Easy Integrations
3
Integrations
3
Auditing
2
Cons
Poor Customer Support
2
Integration Issues
1
Lack of Training
1
Learning Curve
1
Limited Features
1
COI RiskManager features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.8
7.9
Quality of Support
Average: 8.7
Seller Details
HQ Location
Waltham, MA 02451, US
Twitter
@OspreySoftware
84 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jambo is a Stakeholder Relationship Management platform (SRM) built to help teams manage all their stakeholder engagement information in one secure location. Managing all your activities related to st

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 57% Small-Business
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jambo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    User Interface
    2
    Customer Support
    1
    Cons
    Expensive
    1
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jambo features and usability ratings that predict user satisfaction
    9.5
    Ease of Use
    Average: 8.8
    8.6
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jambo
    Year Founded
    2018
    HQ Location
    Edmonton, Alberta, CA
    Twitter
    @JamboHQ
    306 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jambo is a Stakeholder Relationship Management platform (SRM) built to help teams manage all their stakeholder engagement information in one secure location. Managing all your activities related to st

Users
No information available
Industries
No information available
Market Segment
  • 57% Small-Business
  • 21% Enterprise
Jambo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
User Interface
2
Customer Support
1
Cons
Expensive
1
Poor Customer Support
1
Jambo features and usability ratings that predict user satisfaction
9.5
Ease of Use
Average: 8.8
8.6
Quality of Support
Average: 8.7
Seller Details
Seller
Jambo
Year Founded
2018
HQ Location
Edmonton, Alberta, CA
Twitter
@JamboHQ
306 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
(23)4.1 out of 5
5th Easiest To Use in Disclosure Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect ente

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 52% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certent Disclosure Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    1
    Ease of Use
    1
    Financial Reporting
    1
    Implementation Ease
    1
    Integrations
    1
    Cons
    Slow Processing
    2
    Lack of Training
    1
    Limited Customization
    1
    Limited Features
    1
    Link Management Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certent Disclosure Management features and usability ratings that predict user satisfaction
    8.2
    Ease of Use
    Average: 8.8
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    798 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,177 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect ente

Users
No information available
Industries
No information available
Market Segment
  • 52% Enterprise
  • 30% Mid-Market
Certent Disclosure Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
1
Ease of Use
1
Financial Reporting
1
Implementation Ease
1
Integrations
1
Cons
Slow Processing
2
Lack of Training
1
Limited Customization
1
Limited Features
1
Link Management Issues
1
Certent Disclosure Management features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.8
8.8
Quality of Support
Average: 8.7
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
798 Twitter followers
LinkedIn® Page
www.linkedin.com
2,177 employees on LinkedIn®
(106)4.1 out of 5
Optimized for quick response
6th Easiest To Use in Disclosure Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAI360's GRC Platform brings together ethics, governance, risk, and compliance management for a more powerful perspective. Leverage the most connected platform and industry-leading content to manage r

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Financial Services
    Market Segment
    • 73% Enterprise
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAI360 Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Customizability
    9
    Customization
    9
    Features
    7
    Compliance
    6
    Cons
    Difficult Learning
    5
    Learning Curve
    5
    Lack of Clarity
    4
    Steep Learning Curve
    4
    Customization Difficulty
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAI360 features and usability ratings that predict user satisfaction
    7.4
    Ease of Use
    Average: 8.8
    8.2
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAI360
    Company Website
    Year Founded
    2003
    HQ Location
    Chicago, US
    Twitter
    @SAI_Compliance
    2,074 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    436 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SAI360's GRC Platform brings together ethics, governance, risk, and compliance management for a more powerful perspective. Leverage the most connected platform and industry-leading content to manage r

Users
No information available
Industries
  • Hospital & Health Care
  • Financial Services
Market Segment
  • 73% Enterprise
  • 25% Mid-Market
SAI360 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Customizability
9
Customization
9
Features
7
Compliance
6
Cons
Difficult Learning
5
Learning Curve
5
Lack of Clarity
4
Steep Learning Curve
4
Customization Difficulty
3
SAI360 features and usability ratings that predict user satisfaction
7.4
Ease of Use
Average: 8.8
8.2
Quality of Support
Average: 8.7
Seller Details
Seller
SAI360
Company Website
Year Founded
2003
HQ Location
Chicago, US
Twitter
@SAI_Compliance
2,074 Twitter followers
LinkedIn® Page
www.linkedin.com
436 employees on LinkedIn®
(68)3.8 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Seller Details
    Expand/Collapse Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SaaS data collection platform

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Stacks Data Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    This product has not yet received any positive sentiments.
    Cons
    Data Management
    1
    Difficult Navigation
    1
    Learning Curve
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Stacks Data features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.8
    8.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Baltimore, MD, United States
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SaaS data collection platform

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 36% Mid-Market
Stacks Data Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
This product has not yet received any positive sentiments.
Cons
Data Management
1
Difficult Navigation
1
Learning Curve
1
Limited Customization
1
Stacks Data features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.8
8.7
Quality of Support
Average: 8.7
Seller Details
HQ Location
Baltimore, MD, United States
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
(65)4.8 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:1-800-859-8840 for pri...
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Empowering the Ethics & Compliance and HR industries for more than 25 years, Ethico provides a suite of solutions that help companies manage risk and reinforce their healthy cultures. From whistle

    Users
    • Chief Compliance Officer
    Industries
    • Hospital & Health Care
    • Health, Wellness and Fitness
    Market Segment
    • 48% Enterprise
    • 42% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ethico Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    18
    Helpful
    15
    Ease of Use
    11
    Implementation Ease
    9
    Compliance Management
    7
    Cons
    Communication Issues
    1
    Expensive
    1
    Lack of Certifications
    1
    Low Engagement
    1
    Update Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ethico features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.8
    9.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ethico
    Company Website
    Year Founded
    1997
    HQ Location
    Charlotte, NC
    Twitter
    @OfficialEthico
    123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    119 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Empowering the Ethics & Compliance and HR industries for more than 25 years, Ethico provides a suite of solutions that help companies manage risk and reinforce their healthy cultures. From whistle

Users
  • Chief Compliance Officer
Industries
  • Hospital & Health Care
  • Health, Wellness and Fitness
Market Segment
  • 48% Enterprise
  • 42% Mid-Market
Ethico Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
18
Helpful
15
Ease of Use
11
Implementation Ease
9
Compliance Management
7
Cons
Communication Issues
1
Expensive
1
Lack of Certifications
1
Low Engagement
1
Update Issues
1
Ethico features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.8
9.7
Quality of Support
Average: 8.7
Seller Details
Seller
Ethico
Company Website
Year Founded
1997
HQ Location
Charlotte, NC
Twitter
@OfficialEthico
123 Twitter followers
LinkedIn® Page
www.linkedin.com
119 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETF

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DiligenceVault Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Management
    3
    Ease of Use
    3
    Features
    2
    Security
    2
    Centralization
    1
    Cons
    Difficult Navigation
    1
    Lagging Performance
    1
    Limited Features
    1
    Missing Features
    1
    Missing Functions
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DiligenceVault features and usability ratings that predict user satisfaction
    7.7
    Ease of Use
    Average: 8.8
    9.6
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    New York, NY
    Twitter
    @DiligenceVault
    171 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    61 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETF

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 38% Mid-Market
DiligenceVault Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Management
3
Ease of Use
3
Features
2
Security
2
Centralization
1
Cons
Difficult Navigation
1
Lagging Performance
1
Limited Features
1
Missing Features
1
Missing Functions
1
DiligenceVault features and usability ratings that predict user satisfaction
7.7
Ease of Use
Average: 8.8
9.6
Quality of Support
Average: 8.7
Seller Details
Year Founded
2014
HQ Location
New York, NY
Twitter
@DiligenceVault
171 Twitter followers
LinkedIn® Page
www.linkedin.com
61 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Creating safe spaces for hard conversations Nobody wants to be the whistleblower, but somebody needs to make it safe and simple when issues arise. Our platform creates trusted reporting channels th

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 55% Enterprise
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EQS Integrity Line Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Compliance Management
    3
    Features
    3
    Ease of Implementation
    2
    Ease of Use
    2
    Implementation Ease
    2
    Cons
    Slow Performance
    2
    Communication Issues
    1
    Complex Navigation
    1
    Data Management Issues
    1
    Deel Card Availability
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EQS Integrity Line features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.8
    8.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    EQS Group
    Company Website
    Year Founded
    2000
    HQ Location
    München, DE
    Twitter
    @eqsgroup
    1,462 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    634 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Creating safe spaces for hard conversations Nobody wants to be the whistleblower, but somebody needs to make it safe and simple when issues arise. Our platform creates trusted reporting channels th

Users
No information available
Industries
No information available
Market Segment
  • 55% Enterprise
  • 29% Mid-Market
EQS Integrity Line Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Compliance Management
3
Features
3
Ease of Implementation
2
Ease of Use
2
Implementation Ease
2
Cons
Slow Performance
2
Communication Issues
1
Complex Navigation
1
Data Management Issues
1
Deel Card Availability
1
EQS Integrity Line features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.8
8.9
Quality of Support
Average: 8.7
Seller Details
Seller
EQS Group
Company Website
Year Founded
2000
HQ Location
München, DE
Twitter
@eqsgroup
1,462 Twitter followers
LinkedIn® Page
www.linkedin.com
634 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GAN Integrity helps global organizations elevate business ethics everywhere. We work with the world’s smartest companies to help them manage risk, impact behavior, and deliver long-term strategic val

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • GAN Integrity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Compliance Management
    2
    Automation
    1
    Efficiency
    1
    Efficiency Improvement
    1
    Engagement
    1
    Cons
    Delays
    2
    Time-Consuming
    2
    Time-Consumption
    2
    Complex Customization
    1
    Complex Navigation
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GAN Integrity features and usability ratings that predict user satisfaction
    8.6
    Ease of Use
    Average: 8.8
    8.6
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2004
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    140 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GAN Integrity helps global organizations elevate business ethics everywhere. We work with the world’s smartest companies to help them manage risk, impact behavior, and deliver long-term strategic val

Users
No information available
Industries
No information available
Market Segment
  • 50% Enterprise
  • 30% Mid-Market
GAN Integrity Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Compliance Management
2
Automation
1
Efficiency
1
Efficiency Improvement
1
Engagement
1
Cons
Delays
2
Time-Consuming
2
Time-Consumption
2
Complex Customization
1
Complex Navigation
1
GAN Integrity features and usability ratings that predict user satisfaction
8.6
Ease of Use
Average: 8.8
8.6
Quality of Support
Average: 8.7
Seller Details
Year Founded
2004
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
140 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    StepChange ESG Accelerator is a comprehensive software solution designed to empower organizations of all sizes to automate and streamline their ESG reporting and sustainability journeys. The ESG Acce

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 92% Enterprise
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • StepChange Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    5
    Team Collaboration
    4
    Communication
    3
    Ease of Use
    3
    Helpful
    3
    Cons
    Complex UI
    2
    Upload Issues
    2
    User Interface Issues
    2
    Bugs
    1
    Complex Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • StepChange features and usability ratings that predict user satisfaction
    9.9
    Ease of Use
    Average: 8.8
    9.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2022
    HQ Location
    Bengaluru, IN
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

StepChange ESG Accelerator is a comprehensive software solution designed to empower organizations of all sizes to automate and streamline their ESG reporting and sustainability journeys. The ESG Acce

Users
No information available
Industries
No information available
Market Segment
  • 92% Enterprise
  • 8% Mid-Market
StepChange Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
5
Team Collaboration
4
Communication
3
Ease of Use
3
Helpful
3
Cons
Complex UI
2
Upload Issues
2
User Interface Issues
2
Bugs
1
Complex Setup
1
StepChange features and usability ratings that predict user satisfaction
9.9
Ease of Use
Average: 8.8
9.7
Quality of Support
Average: 8.7
Seller Details
Year Founded
2022
HQ Location
Bengaluru, IN
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ActiveDisclosure streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. Tailored for finance professionals, accountants, and complia

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ActiveDisclosure features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.8
    8.3
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Chicago, Illinois
    Twitter
    @DFINSolutions
    1,494 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,910 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ActiveDisclosure streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. Tailored for finance professionals, accountants, and complia

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
ActiveDisclosure features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.8
8.3
Quality of Support
Average: 8.7
Seller Details
Company Website
HQ Location
Chicago, Illinois
Twitter
@DFINSolutions
1,494 Twitter followers
LinkedIn® Page
www.linkedin.com
1,910 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DiliVer is an award-winning, venture-funded financial technology (FinTech) M&A software company with specialized due diligence solutions that help yield better combined entity outcomes based on ad

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Diliver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Centralization
    1
    Cons
    Inconsistency
    1
    Limited Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Diliver features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.8
    5.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Diliver
    Twitter
    @DiliVerLLC
    26 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DiliVer is an award-winning, venture-funded financial technology (FinTech) M&A software company with specialized due diligence solutions that help yield better combined entity outcomes based on ad

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Diliver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Centralization
1
Cons
Inconsistency
1
Limited Features
1
Diliver features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.8
5.0
Quality of Support
Average: 8.7
Seller Details
Seller
Diliver
Twitter
@DiliVerLLC
26 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Disclosure helps in requesting, managing and aggregating portfolio information for investors and entrepreneurs.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Disclosure Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Centralization
    1
    Data Management
    1
    Efficiency Improvement
    1
    Cons
    Missing Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Disclosure features and usability ratings that predict user satisfaction
    7.5
    Ease of Use
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    LTSE
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @ltse
    7,643 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Disclosure helps in requesting, managing and aggregating portfolio information for investors and entrepreneurs.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Disclosure Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Centralization
1
Data Management
1
Efficiency Improvement
1
Cons
Missing Features
1
Disclosure features and usability ratings that predict user satisfaction
7.5
Ease of Use
Average: 8.8
10.0
Quality of Support
Average: 8.7
Seller Details
Seller
LTSE
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@ltse
7,643 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ez-XBRL Solutions is a global provider of products and services for Financial Analytics and Financial Regulatory Compliance. Our team comprises of experts with significant knowledge and experience in

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ez-XBRL Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Reporting
    2
    Time Saving
    2
    XBRL Tagging
    2
    Efficiency Improvement
    1
    Cons
    Time-Consumption
    2
    Import Issues
    1
    Inconsistency
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ez-XBRL features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.8
    9.2
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    Manassas, US
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ez-XBRL Solutions is a global provider of products and services for Financial Analytics and Financial Regulatory Compliance. Our team comprises of experts with significant knowledge and experience in

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Ez-XBRL Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Reporting
2
Time Saving
2
XBRL Tagging
2
Efficiency Improvement
1
Cons
Time-Consumption
2
Import Issues
1
Inconsistency
1
Ez-XBRL features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.8
9.2
Quality of Support
Average: 8.7
Seller Details
Year Founded
2009
HQ Location
Manassas, US
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nossa Data is revolutionising ESG data collection, reporting, and regulatory compliance through technology. Nossa Data is an end-to-end solution that enables competitor benchmarking, regulatory gap an

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 65% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nossa Data Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Customer Support
    8
    ESG Management
    6
    Reporting
    6
    Helpful
    5
    Cons
    Editing Limitations
    1
    Limited Functionality
    1
    Slow Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nossa Data features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 8.8
    9.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nossa Data is revolutionising ESG data collection, reporting, and regulatory compliance through technology. Nossa Data is an end-to-end solution that enables competitor benchmarking, regulatory gap an

Users
No information available
Industries
No information available
Market Segment
  • 65% Enterprise
  • 30% Mid-Market
Nossa Data Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Customer Support
8
ESG Management
6
Reporting
6
Helpful
5
Cons
Editing Limitations
1
Limited Functionality
1
Slow Performance
1
Nossa Data features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 8.8
9.8
Quality of Support
Average: 8.7
Seller Details
Year Founded
2020
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Semansys enables standardized digital reporting based on regulatory requirements and data exchange. Using our unique XBRL (eXtensible Business Reporting Language) Core Engine we generate, validate, d

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 36% Enterprise
    • 36% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Semansys Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    5
    Analytics
    2
    Customer Satisfaction
    2
    Data Analysis
    2
    Ease of Use
    2
    Cons
    Learning Difficulty
    5
    Complex Setup
    3
    Difficult Learning
    3
    Learning Curve
    3
    Setup Difficulty
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Semansys features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.8
    8.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Semansys
    Year Founded
    1999
    HQ Location
    The Hague, NL
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Semansys enables standardized digital reporting based on regulatory requirements and data exchange. Using our unique XBRL (eXtensible Business Reporting Language) Core Engine we generate, validate, d

Users
No information available
Industries
No information available
Market Segment
  • 36% Enterprise
  • 36% Small-Business
Semansys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
5
Analytics
2
Customer Satisfaction
2
Data Analysis
2
Ease of Use
2
Cons
Learning Difficulty
5
Complex Setup
3
Difficult Learning
3
Learning Curve
3
Setup Difficulty
3
Semansys features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.8
8.7
Quality of Support
Average: 8.7
Seller Details
Seller
Semansys
Year Founded
1999
HQ Location
The Hague, NL
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Our end-to-end solution helps you create and file SEC compliance documents quickly and easily. Start with PROfile, our innovative, lightning-fast software and let us help you as needed for the rest.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Broadridge Annual Compliance For Corporate Issuer Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Efficiency Improvement
    1
    Reporting
    1
    Cons
    Difficult Navigation
    1
    Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Broadridge Annual Compliance For Corporate Issuer features and usability ratings that predict user satisfaction
    6.7
    Ease of Use
    Average: 8.8
    5.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @Broadridge
    5,976 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16,170 employees on LinkedIn®
    Ownership
    NYSE:BR
    Total Revenue (USD mm)
    $4,362,200
Product Description
How are these determined?Information
This description is provided by the seller.

Our end-to-end solution helps you create and file SEC compliance documents quickly and easily. Start with PROfile, our innovative, lightning-fast software and let us help you as needed for the rest.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Broadridge Annual Compliance For Corporate Issuer Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Efficiency Improvement
1
Reporting
1
Cons
Difficult Navigation
1
Learning Curve
1
Broadridge Annual Compliance For Corporate Issuer features and usability ratings that predict user satisfaction
6.7
Ease of Use
Average: 8.8
5.0
Quality of Support
Average: 8.7
Seller Details
HQ Location
New York, NY
Twitter
@Broadridge
5,976 Twitter followers
LinkedIn® Page
www.linkedin.com
16,170 employees on LinkedIn®
Ownership
NYSE:BR
Total Revenue (USD mm)
$4,362,200
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Whether you are going public, growing your business through a merger or acquisition, or raising capital, the right partner can help you get to market faster with less risk. We provide expertise and to

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Broadridge Capital Markets Disclosures features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.8
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @Broadridge
    5,976 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16,170 employees on LinkedIn®
    Ownership
    NYSE:BR
    Total Revenue (USD mm)
    $4,362,200
Product Description
How are these determined?Information
This description is provided by the seller.

Whether you are going public, growing your business through a merger or acquisition, or raising capital, the right partner can help you get to market faster with less risk. We provide expertise and to

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Broadridge Capital Markets Disclosures features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.8
0.0
No information available
Seller Details
HQ Location
New York, NY
Twitter
@Broadridge
5,976 Twitter followers
LinkedIn® Page
www.linkedin.com
16,170 employees on LinkedIn®
Ownership
NYSE:BR
Total Revenue (USD mm)
$4,362,200
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Sta

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 25% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Compliance Star Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Compliance Management
    2
    Audit Efficiency
    1
    Audit Management
    1
    Certification Process
    1
    Data Management
    1
    Cons
    Limited Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Compliance Star features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.8
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    LONDON, GB
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Sta

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 25% Small-Business
Compliance Star Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Compliance Management
2
Audit Efficiency
1
Audit Management
1
Certification Process
1
Data Management
1
Cons
Limited Features
1
Compliance Star features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.8
8.8
Quality of Support
Average: 8.7
Seller Details
HQ Location
LONDON, GB
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dow Jones Risk & Compliance is a global provider of third party risk management and regulatory compliance solutions. Working with clients across the globe, we have created products and services to

    Users
    No information available
    Industries
    • Banking
    Market Segment
    • 45% Enterprise
    • 27% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Dow Jones Risk & Compliance features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.8
    8.1
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Dow Jones
    Year Founded
    1882
    HQ Location
    New York, NY
    Twitter
    @DowJones
    125,584 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,664 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dow Jones Risk & Compliance is a global provider of third party risk management and regulatory compliance solutions. Working with clients across the globe, we have created products and services to

Users
No information available
Industries
  • Banking
Market Segment
  • 45% Enterprise
  • 27% Mid-Market
Dow Jones Risk & Compliance features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.8
8.1
Quality of Support
Average: 8.7
Seller Details
Seller
Dow Jones
Year Founded
1882
HQ Location
New York, NY
Twitter
@DowJones
125,584 Twitter followers
LinkedIn® Page
www.linkedin.com
5,664 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with produci

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Platform id Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Efficiency
    1
    Features
    1
    User Interface
    1
    Cons
    Slow Speed
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Platform id features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Raleigh, North Carolina, United States
    Twitter
    @IssuerDirect
    2,114 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    112 employees on LinkedIn®
    Ownership
    NYSEAMERICAN: ISDR
Product Description
How are these determined?Information
This description is provided by the seller.

Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with produci

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Platform id Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Efficiency
1
Features
1
User Interface
1
Cons
Slow Speed
1
Platform id features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.8
10.0
Quality of Support
Average: 8.7
Seller Details
Year Founded
2006
HQ Location
Raleigh, North Carolina, United States
Twitter
@IssuerDirect
2,114 Twitter followers
LinkedIn® Page
www.linkedin.com
112 employees on LinkedIn®
Ownership
NYSEAMERICAN: ISDR
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Systrends connects energy market participants to regulators and trading partners with secure, efficient, and intuitive software. We offer the only comprehensive suite of FERC filing solutions—includin

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Systrends features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Systrends
    Year Founded
    1987
    HQ Location
    Chandler, Arizona
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Systrends connects energy market participants to regulators and trading partners with secure, efficient, and intuitive software. We offer the only comprehensive suite of FERC filing solutions—includin

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Systrends features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.8
10.0
Quality of Support
Average: 8.7
Seller Details
Seller
Systrends
Year Founded
1987
HQ Location
Chandler, Arizona
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Delivering Speed, Accuracy And Expertise For Global Regulatory Filings. Built on the Microsoft® Office® platform, Bridge integrates seamlessly and intuitively with the tools you already use, unlocking

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Toppan Merrill Bridge features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2021
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Delivering Speed, Accuracy And Expertise For Global Regulatory Filings. Built on the Microsoft® Office® platform, Bridge integrates seamlessly and intuitively with the tools you already use, unlocking

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Toppan Merrill Bridge features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.8
10.0
Quality of Support
Average: 8.7
Seller Details
Year Founded
2021
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A more efficient compliance process.And a professional edge.Less time filing means more time using portfolio insights from your data to drive the right decisions

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ArcFiling features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Chicago, Illinois
    Twitter
    @DFINSolutions
    1,494 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,910 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A more efficient compliance process.And a professional edge.Less time filing means more time using portfolio insights from your data to drive the right decisions

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
ArcFiling features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
HQ Location
Chicago, Illinois
Twitter
@DFINSolutions
1,494 Twitter followers
LinkedIn® Page
www.linkedin.com
1,910 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Archer helps organizations manage risk in the digital era—uniting stakeholders, integrating technologies and transforming risk into reward.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 80% Enterprise
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Archer Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Dashboard Features
    2
    Dashboard Usability
    2
    Ease of Use
    2
    Automation
    1
    Comprehensive Overview
    1
    Cons
    Not Intuitive
    2
    Not User-Friendly
    2
    Poor Usability
    2
    UX Improvement
    2
    Complex Navigation
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Archer features and usability ratings that predict user satisfaction
    6.8
    Ease of Use
    Average: 8.8
    6.6
    Quality of Support
    Average: 8.7
  • Seller Details
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  • Seller Details
    Year Founded
    2023
    HQ Location
    Overland Park, Kansas
    LinkedIn® Page
    www.linkedin.com
    836 employees on LinkedIn®
Product Description
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Archer helps organizations manage risk in the digital era—uniting stakeholders, integrating technologies and transforming risk into reward.

Users
No information available
Industries
No information available
Market Segment
  • 80% Enterprise
  • 25% Mid-Market
Archer Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Dashboard Features
2
Dashboard Usability
2
Ease of Use
2
Automation
1
Comprehensive Overview
1
Cons
Not Intuitive
2
Not User-Friendly
2
Poor Usability
2
UX Improvement
2
Complex Navigation
1
Archer features and usability ratings that predict user satisfaction
6.8
Ease of Use
Average: 8.8
6.6
Quality of Support
Average: 8.7
Seller Details
Year Founded
2023
HQ Location
Overland Park, Kansas
LinkedIn® Page
www.linkedin.com
836 employees on LinkedIn®
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    Our end-to-end solution combines innovative software and expert services to manage EDGAR filings, XBRL tagging, printing and fulfillment for financial reports, prospectuses, fund fact sheets and other

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    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
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  • Broadridge Disclosures for Mutual Funds Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Features
    1
    Security
    1
    Cons
    Difficult Navigation
    1
    Inconsistency
    1
    Update Issues
    1
  • User Satisfaction
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  • Broadridge Disclosures for Mutual Funds features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
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  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @Broadridge
    5,976 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16,170 employees on LinkedIn®
    Ownership
    NYSE:BR
    Total Revenue (USD mm)
    $4,362,200
Product Description
How are these determined?Information
This description is provided by the seller.

Our end-to-end solution combines innovative software and expert services to manage EDGAR filings, XBRL tagging, printing and fulfillment for financial reports, prospectuses, fund fact sheets and other

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Broadridge Disclosures for Mutual Funds Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Features
1
Security
1
Cons
Difficult Navigation
1
Inconsistency
1
Update Issues
1
Broadridge Disclosures for Mutual Funds features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
HQ Location
New York, NY
Twitter
@Broadridge
5,976 Twitter followers
LinkedIn® Page
www.linkedin.com
16,170 employees on LinkedIn®
Ownership
NYSE:BR
Total Revenue (USD mm)
$4,362,200
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Provide fund directors with the highest standard of 15(c) board reporting so they have the information they need to fulfill their responsibilities and stay compliant. This includes expense and perform

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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    No information available
  • User Satisfaction
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  • Broadridge Fund Regulatory Reporting & Filing features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
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  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @Broadridge
    5,976 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16,170 employees on LinkedIn®
    Ownership
    NYSE:BR
    Total Revenue (USD mm)
    $4,362,200
Product Description
How are these determined?Information
This description is provided by the seller.

Provide fund directors with the highest standard of 15(c) board reporting so they have the information they need to fulfill their responsibilities and stay compliant. This includes expense and perform

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Broadridge Fund Regulatory Reporting & Filing features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
HQ Location
New York, NY
Twitter
@Broadridge
5,976 Twitter followers
LinkedIn® Page
www.linkedin.com
16,170 employees on LinkedIn®
Ownership
NYSE:BR
Total Revenue (USD mm)
$4,362,200
(72)4.5 out of 5
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  • Product Description
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    This description is provided by the seller.

    Reduce the time, cost and risk associated with investigating and resolving workplace incidents. Case IQ is a powerful investigative case management platform that helps improve investigation effici

    Users
    No information available
    Industries
    • Banking
    • Education Management
    Market Segment
    • 60% Enterprise
    • 24% Mid-Market
  • Pros and Cons
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  • Case IQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    16
    Case Management
    8
    Customer Support
    8
    Reporting
    8
    Customization
    7
    Cons
    Slow Loading
    6
    Slow Performance
    5
    Slow Upload
    5
    Document Management Issues
    4
    Inadequate Reporting
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Case IQ features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.8
    9.1
    Quality of Support
    Average: 8.7
  • Seller Details
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  • Seller Details
    Seller
    Case IQ
    Company Website
    Year Founded
    1999
    HQ Location
    Ottawa, CA
    LinkedIn® Page
    www.linkedin.com
    191 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reduce the time, cost and risk associated with investigating and resolving workplace incidents. Case IQ is a powerful investigative case management platform that helps improve investigation effici

Users
No information available
Industries
  • Banking
  • Education Management
Market Segment
  • 60% Enterprise
  • 24% Mid-Market
Case IQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
16
Case Management
8
Customer Support
8
Reporting
8
Customization
7
Cons
Slow Loading
6
Slow Performance
5
Slow Upload
5
Document Management Issues
4
Inadequate Reporting
4
Case IQ features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.8
9.1
Quality of Support
Average: 8.7
Seller Details
Seller
Case IQ
Company Website
Year Founded
1999
HQ Location
Ottawa, CA
LinkedIn® Page
www.linkedin.com
191 employees on LinkedIn®
  • Overview
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  • Product Description
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    This description is provided by the seller.

    Making approval processes that don't make people quit Tired of chasing down approvals? Watching expenses sit in limbo for weeks? We get it. Our approval workflows work like they should – fast, tran

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    No information available
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  • EQS Approvals features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
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  • Seller Details
    Seller
    EQS Group
    Company Website
    Year Founded
    2000
    HQ Location
    München, DE
    Twitter
    @eqsgroup
    1,462 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    634 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Making approval processes that don't make people quit Tired of chasing down approvals? Watching expenses sit in limbo for weeks? We get it. Our approval workflows work like they should – fast, tran

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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No information available
EQS Approvals features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
Seller
EQS Group
Company Website
Year Founded
2000
HQ Location
München, DE
Twitter
@eqsgroup
1,462 Twitter followers
LinkedIn® Page
www.linkedin.com
634 employees on LinkedIn®
Entry Level Price:$9.50
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    LeaksID is designed to protect sensitive files from insider threats, offering a comprehensive steganographic technique to embed distinctive undetectable marks into confidential documents and email att

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 80% Small-Business
    • 7% Mid-Market
  • Pros and Cons
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  • LeaksID Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Protection
    1
    Protection
    1
    Security
    1
    Security Management
    1
    Cons
    Access Control
    1
    Alert Issues
    1
    Data Inaccuracy
    1
    Data Management
    1
    Insufficient Information
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LeaksID features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.8
    9.2
    Quality of Support
    Average: 8.7
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  • Seller Details
    Seller
    G-71
    Year Founded
    2019
    HQ Location
    Mountain View, California
    Twitter
    @LeaksId
    40 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LeaksID is designed to protect sensitive files from insider threats, offering a comprehensive steganographic technique to embed distinctive undetectable marks into confidential documents and email att

Users
No information available
Industries
No information available
Market Segment
  • 80% Small-Business
  • 7% Mid-Market
LeaksID Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Protection
1
Protection
1
Security
1
Security Management
1
Cons
Access Control
1
Alert Issues
1
Data Inaccuracy
1
Data Management
1
Insufficient Information
1
LeaksID features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.8
9.2
Quality of Support
Average: 8.7
Seller Details
Seller
G-71
Year Founded
2019
HQ Location
Mountain View, California
Twitter
@LeaksId
40 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
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  • Product Description
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    This description is provided by the seller.

    In order to mitigate risk, you need a clear picture of all potential, apparent, and actual exposures, collected in a single source of truth, with smart workflows and escalation processes in place. Our

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LRN Catalyst Disclosures (formerly Certification Manager) features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
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  • Seller Details
    Seller
    LRN
    Year Founded
    1992
    HQ Location
    New York, NY
    Twitter
    @LRN
    4,143 Twitter followers
    LinkedIn® Page
    linkedin.com
    860 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

In order to mitigate risk, you need a clear picture of all potential, apparent, and actual exposures, collected in a single source of truth, with smart workflows and escalation processes in place. Our

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
LRN Catalyst Disclosures (formerly Certification Manager) features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.8
10.0
Quality of Support
Average: 8.7
Seller Details
Seller
LRN
Year Founded
1992
HQ Location
New York, NY
Twitter
@LRN
4,143 Twitter followers
LinkedIn® Page
linkedin.com
860 employees on LinkedIn®
  • Overview
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  • Product Description
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    This description is provided by the seller.

    The Naehas Disclosure Management solution is a collaborative platform that allows you to easily create, manage and deploy timely, accurate and consistent product, marketing and servicing disclosures a

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
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    No information available
  • User Satisfaction
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  • Naehas Disclosure Management features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
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  • Seller Details
    Seller
    Naehas
    Year Founded
    2006
    HQ Location
    Palo Alto, US
    LinkedIn® Page
    www.linkedin.com
    178 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Naehas Disclosure Management solution is a collaborative platform that allows you to easily create, manage and deploy timely, accurate and consistent product, marketing and servicing disclosures a

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Naehas Disclosure Management features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
Seller
Naehas
Year Founded
2006
HQ Location
Palo Alto, US
LinkedIn® Page
www.linkedin.com
178 employees on LinkedIn®
  • Overview
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  • Product Description
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    This description is provided by the seller.

    Thomson Reuters ONESOURCE Statutory Reporting is leading cloud-based disclosure management software, helping you remain compliant in over 45 jurisdictions. A global platform that supports you locally,

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    Industries
    No information available
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    No information available
  • User Satisfaction
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  • ONESOURCE Statutory Reporting Software features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    2008
    HQ Location
    Toronto, CA
    Twitter
    @thomsonreuters
    151,653 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    35,275 employees on LinkedIn®
    Ownership
    NYSE:TRI
Product Description
How are these determined?Information
This description is provided by the seller.

Thomson Reuters ONESOURCE Statutory Reporting is leading cloud-based disclosure management software, helping you remain compliant in over 45 jurisdictions. A global platform that supports you locally,

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
ONESOURCE Statutory Reporting Software features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2008
HQ Location
Toronto, CA
Twitter
@thomsonreuters
151,653 Twitter followers
LinkedIn® Page
www.linkedin.com
35,275 employees on LinkedIn®
Ownership
NYSE:TRI
  • Overview
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  • Product Description
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    ROCCompliance: Comprehensive Statutory Management Solution ROCCompliance is an all-encompassing statutory management and secretarial compliance platform, designed to simplify and automate essential c

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  • ROC COMPLIANCE features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
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  • Seller Details
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
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ROCCompliance: Comprehensive Statutory Management Solution ROCCompliance is an all-encompassing statutory management and secretarial compliance platform, designed to simplify and automate essential c

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No information available
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No information available
ROC COMPLIANCE features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

Learn More About Disclosure Management Software

What is disclosure management software?

Disclosure management software is a specialized tool designed to automate creating, managing, and disseminating financial and non-financial disclosures in compliance with regulatory requirements.

Disclosure management solutions offer flexibility to support various statutory financial statement schemes and easy transitions between financial and non-financial information, ensuring compliance with internal control systems. 

Disclosure management tools are popular with financial professionals, regulatory compliance teams, and organizations engaged in the preparation and dissemination of financial disclosures. Finance departments, compliance officers, and reporting teams within businesses often rely on this software to facilitate the creation of financial statements, ensure compliance with regulatory requirements, and manage the complexities associated with reporting standards.

What are the common features of disclosure management software?

Disclosure management software comes with a range of features that vary by tool and use case. Some core features of disclosure management software include the following items.

  • Customizable templates and documents for disclosure: This software offers personalized templates for crafting disclosure documents that users can adapt to meet specific reporting needs, ensure uniformity, and adhere to branding guidelines. Any issues with formatting are eliminated because of integrated XBRL tagging and a range of output options, like the Microsoft Suite, PDF, Adobe InDesign, and High Definition HTML. 
  • Workflow automation: Disclosure management tools software incorporate workflows to accelerate the creation, assignment, and approval/rejection of disclosure documents.
  • Audit trail functionality: A robust audit trail feature tracks and logs all changes made to disclosure documents for a transparent and traceable history of edits, approvals, and any other modifications. The trail contributes to accountability and compliance with regulatory standards.
  • Regulatory-compliant report generation: Disclosure management software is equipped to generate reports that align with industry standards and regulations. This makes it simple for users to produce comprehensive reports for disclosure purposes, meet the specific requirements mandated by regulatory bodies, and deliver accuracy and compliance in reporting practices.

What types of disclosure management software exist?

Various options exist within disclosure management software, and each presents its own distinct advantages and disadvantages. Exploring them allows companies to tailor their choice based on specific preferences and requirements.

  • Standalone: Standalone disclosure management software is an independent solution that organizations purchase and implement separately from other software packages. This option provides flexibility for anyone who needs disclosure management functionality without committing to a broader suite of tools.
  • Part of a suite or packaged with other products: Some disclosure management software is bundled as part of governance, risk, and compliance (GRC) suites or packaged with other related products. The integrated approach is a comprehensive solution that combines disclosure management with additional tools for overseeing governance, risk, and compliance functions within a unified platform.

What are the benefits of disclosure management software?

The benefits of using disclosure management software include those listed here.

  • Increased productivity of compliance teams: Disclosure management tools enrich the efficiency of compliance teams by automating workflows, reducing manual tasks, and letting teams focus on more strategic aspects of compliance.
  • Improved visibility into the disclosure process: These tools have a centralized platform for document creation, tracking, and approval. That means stakeholders gain real-time insights, ensuring transparency and accountability throughout the disclosure lifecycle.
  • Ensured compliance with laws and regulations: Utilizing disclosure management tools helps organizations comply with laws and regulations. The software makes sure that disclosure documents adhere to industry standards and legal requirements, reducing the risk of non-compliance and helping organizations avoid penalties, lawsuits, and reputational damage associated with regulatory violations.

Who uses disclosure management software?

The following professionals use disclosure management software.

  • Compliance departments: Team members utilize management software to simplify regulatory compliance processes. This includes managing and organizing documents, automating workflows, and adhering to disclosure requirements.
  • Finance and accounting professionals (for financial disclosure): Finance and accounting professionals use these platforms for cases where there is a focus on financial disclosure. This includes creating, managing, and publishing financial statements and reports.
  • Operations executives (to review and approve): Operations executives play a key role in the disclosure process by using the software to review and approve documents. The software's collaborative features and workflow automation enable smooth communication and efficient decision-making within the operations team.

Disclosure management software pricing

Pricing for disclosure management software commonly follows two distinct models. Each caters to diverse organizational preferences in managing financial and regulatory disclosures.

  • SaaS (recurring): Many disclosure management software providers adopt a software as a service (SaaS) pricing model, which sees users pay a recurring subscription fee. This approach offers the advantage of predictable and manageable costs and enables organizations to access the software continuously. SaaS models often include regular updates, maintenance, and support.
  • Perpetual License (rare): In some instances, disclosure management software may be offered under a perpetual license model, though this is uncommon. With a perpetual license, organizations pay a one-time upfront fee to own the software indefinitely. While a perpetual license may appeal to those seeking long-term cost predictability, it's less common in the software industry due to the evolving nature of technology and the preference for subscription-based models that provide continuous updates and support.

Return on investment (ROI) for disclosure management software

Investing in disclosure management software yields a significant return on investment by saving valuable time in preparing disclosure documents. The automation and simplified workflows offered by the software reduce time-consuming manual efforts, allowing teams to create, manage, and publish documents more efficiently. This time-saving benefit enables professionals to allocate their efforts to more strategic and high-value tasks.

The built-in compliance features also help organizations adhere to industry regulations and legal requirements, mitigating the risk of non-compliance. This safeguards the organization from potential penalties and enhances its reputation for reliability and accuracy in final reports.

Challenges with disclosure management software

Some common challenges with disclosure management software are discussed here.

  • Keeping regulatory obligations current: One of the challenges in disclosure management software is the constant need to keep regulatory obligations up-to-date. Regulatory requirements often undergo frequent changes and staying abreast of these updates requires much effort. Software solutions must have mechanisms that promptly incorporate new regulations, making sure that the generated disclosures remain accurate and compliant with the latest standards.
  • Gathering disclosure data from multiple teams and solutions: Another challenge lies in efficiently gathering disclosure data from multiple teams and disparate solutions within one organization. Different departments may use various tools and formats for data collection, which leads to fragmentation and potential inconsistencies. Disclosure management software must provide effective integration capabilities to produce seamless data collection from diverse sources. In this way, organizations can produce comprehensive and accurate disclosure documents. 

Which companies should buy disclosure management software?

Below are some examples of companies that should consider buying disclosure management software. 

  • Financial institutions, such as banks and investment firms, can benefit from disclosure management software for its accurate and timely financial reporting, its ability to help meet regulatory requirements, and its management of financial disclosures, all of which improve the compliance process.
  • Healthcare organizations can turn to disclosure management software to enhance transparency in their reporting processes, which supports compliance with healthcare regulations, financial disclosures, and other statutory requirements. The software can streamline the creation and management of financial performance, compliance, and operational activities reports.
  • Legal firms find value in disclosure management software to ensure the accuracy and compliance of legal documents. The software can assist in organizing and managing legal disclosures to support collaboration among legal professionals and maintain a transparent and auditable record of document changes.
  • Government agencies can benefit from disclosure management software to automate and refine regulatory reporting, financial disclosures, and compliance activities. The software enhances efficiency in handling diverse disclosures, supporting transparency and accountability within government operations.
  • Educational companies use disclosure management software to facilitate accurate reporting. This includes financial disclosures, compliance with education regulations, and the creation of transparent annual reports for stakeholders.
  • Retail and manufacturing companies utilize disclosure management software to supervise and report on their operations, including financial disclosures, compliance with industry regulations, and transparent reporting on supply chain sustainability, corporate governance, and other relevant areas.
  • Media companies can benefit from disclosure management software to improve financial reporting transparency and industry regulations compliance. The software assists in managing disclosures related to financial performance, content licensing, and other key aspects of media operations.

How to choose disclosure management software

Choosing a disclosure management software depends on your needs, preferences, and work. The following sections walk you through the step-by-step process buyers use to find suitable software.

Identify business needs and priorities

Begin by clearly identifying your organization's needs and priorities regarding disclosure management. Understand the specific regulatory requirements, types of disclosures, and collaboration guidelines. Determine the key functionalities and outcomes expected from the software.

Choose the necessary technology and features

Once business needs are identified, assess the technology and features required. Consider customization capabilities, integration with existing systems, accounting software, workflow management, and user-friendly interfaces. Ensure the software lines up with your organization's technological infrastructure and that it gives you the essential features to meet your disclosure management goals.

Review vendor vision, roadmap, viability, and support

Research and evaluate the vendor's long-term vision and roadmap for the disclosure management software. Assess their viability in the market and take into account factors like financial stability and customer base. Review the level of customer service, training, and ongoing support you’ll receive. Choose a vendor with a solid foundation and a commitment to the continued improvement of their software.

Evaluate the deployment and purchasing model

The vendor offers deployment options, such as on-premises, cloud-based, or hybrid solutions, which you should consider in your decision. Evaluate the scalability of the software to accommodate potential growth and find out whether the purchasing model is a subscription-based SaaS model or a perpetual license. Choose a deployment and purchasing model that aligns with your organization's preferences, budget, and scalability requirements.

Put it all together

Bring all the gathered information together to make an informed decision. Think about how the chosen disclosure management software aligns with your needs, technology requirements, vendor credibility, and deployment preferences. Make sure that the software can meet your needs now and in the future as your business scales. 

Implementation of disclosure management software

How is disclosure management software implemented?

Begin the implementation process by identifying the specific regulations that the disclosure management software will be used for. Clearly understand the compliance requirements and reporting standards applicable to your organization. This foundational step ensures that the software is configured to meet precise regulations.

Who is responsible for disclosure management software implementation?

Implementation of disclosure management software involves collaboration among stakeholders, including a project manager,the IT team for technical aspects, compliance managers for defining regulatory needs, finance teams for customization, end users in testing and workflow customization, and vendor support for training. Executive sponsorship delivers resource allocation, emphasizing successful deployment through effective communication and collaboration.

What does the implementation process look like for disclosure management software?

  • Determine the sources of data: Establish processes to gather, clean, and organize the data. This may involve integrating existing systems, data warehouses, or manual data entry. Ensure data accuracy and completeness before preparing it for disclosure, as the quality of input data significantly impacts the accuracy of the final disclosure documents.
  • Customize standard templates and workflows: Tailor templates for financial statements, reports, or other disclosure documents according to your branding guidelines and reporting requirements. Adjust workflows to reflect your organization's internal approval processes and collaboration mechanisms.
  • Test and adjust processes, documents, and data flows: Before the software goes live, conduct thorough testing of processes, documents, and data flows. Test the end-to-end workflow, from data input to the generation of disclosure documents. Identify and address any issues or discrepancies during this phase. Adjust processes and configurations based on user feedback.

When should you implement disclosure management software?

Implement disclosure management software when manual processes impede efficiency, regulatory demands increase, or a need for streamlined reporting arises. Consider readiness, stakeholder support, and resource availability for a successful transition and to guarantee the timing aligns with organizational goals.