Collaborative Disclosure Management (CDM)



CDM short Demo

Is your disclosure reporting process embedded in your consolidation and close process? With Tagetik Collaborative Disclosure Management software, you can unify the entire close to disclosure process.

Tagetik Collaborative Performance Management Software provides a faster, more efficient, collaborative and auditable way to create these and other reports:

  • Regulatory reporting - to government agencies, SEC filings (e.g. 10-Ks, 10-Qs), Industry-specific requirements (e.g. Solvency II, CoRep/FinRep)
  • XBRL/iXBRL filings - Tagging, Validation, Document creation
  • Financial reporting - Annual reports, Quarterly reports, Narratives, notes and exhibits, Proxy statements
  • Internal reporting - Board books, Ad hoc reports, Management reports, Word
    documents and PowerPoint presentations


We wanted a solution that could accelerate and simplify our management reporting processes. With Tagetik Collaborative Disclosure Management (CDM), our finance department can work more effectively to ensure consistent, reliable data and faster monthly reporting cycles. Valentina D’Addario, Director of Group Reporting and Financial Controlling at Finmeccanica SpA

There was a time when creating statutory filings and fulfilling financial reporting requirements involved only Finance staff and data. Not anymore. Today, information must be aggregated from multiple stakeholders - a process that remains manual, disjointed and error-prone. What’s required is a streamlined, automated process for collaboration, workflow, compliance and control of the entire disclosure cycle, from start to finish.

This is what Tagetik Collaborative Disclosure Management (CDM) software delivers. In a unified, comprehensive software solution, you can address the Last Mile of Finance by automating and controlling the close-to-disclosure process from end to end.

Tagetik Collaborative Disclosure Management (CDM) is the only software solution that stores disclosure management data in the same database as consolidated actual and plan data. This means with Tagetik you can begin the disclosure management process earlier and have a full audit trail of all changes from consolidation all the way through disclosure in one place.
With Tagetik,  disclosure reporting is fast, accurate, collaborative, and auditable,
saving you time and effort all the way through the process; not just at the end.

The results: accurate, compliant reporting and disclosure documents, with better
transparency, traceability, and accountability
— all achieved with less time,
effort and cost. Built to work the way your business works, Tagetik Collaborative Disclosure
Management (CDM) quickly simplifies all your financial disclosure processes and
enables you to prepare, share and publish all types of financial data, including:

Collaborative Disclosure Management (CDM) is an integral part of the acclaimed Tagetik
Performance Management
suite for unified planning, consolidation, close and reporting.
But it can just as easily be used as a standalone disclosure solution.

Data Sheet

Collaborative Disclosure Management

A complete, unified close-to-disclosure process

Case Study

Case Study: Finmeccanica

Collaborative Disclosure Management (CDM), Management reporting, KPI reporting

Case Study

Case Study: Mirvac

Collaborative Disclosure Management (CDM)