Automate and control the financial close-to-disclosure process

Once upon a time, creating statutory filings and fulfilling reporting requirements involved only Finance staff and data. Not anymore. Today, information must be aggregated from multiple organization 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) delivers. In a single, comprehensive software solution, you can automate and control the close-to-disclosure process end to end. Prepare, share and publish all types of financial data, including:

• Internal reporting - Board books, flash reporting, management reporting

• Regulatory reporting - Reporting to federal, state and local agencies; SEC filing templates (10K, 10Q, etc.). Learn more...

• XBRL/iXBRL Filings - Tagging, validation, document creation. Learn more...

• IR/Legal/Marketing/Sales/HR - Press releases, annual reports, notes and exhibits to statutory filings, proxy statements

The results:

accurate, compliant reporting and disclosure documents, with better transparency, traceability, and accountability — all achieved with less time, effort and cost. That’s what makes Tagetik CDM today’s smartest value in disclosure software.

Learn how Tagetik CDM quickly simplifies all your disclosure processes:

• 10Q 10K
• Multi-GAAP reporting (IAS, IFRS, US GAAP...)
• XBRL/iXBRL
• Management reporting
• Regulatory reporting