Collaborative Disclosure Management Overview



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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.

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 4 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.

Thought Leader Insights: Mike Willis from PwC Discusses Best Practices for Disclosure and Management Reporting
Replay the ondemand webinar

Collaborative Disclosure Management dashboard

Tagetik 4 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 4 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 4, disclosure reporting is fast, accurate, collaborative, and auditable, saving you
time and effort all the way through the process; not just at the end.

Collaborative Disclosure Management Status

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 4 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:

  • Internal reporting - Board books, flash reporting, management reporting
  • Regulatory reporting - Reporting to federal, state and local agencies; SEC filing templates (10K, 10Q, etc.)
  • XBRL/iXBRL Filings - Tagging, validation, document creation
  • IR/Legal/Marketing/Sales/HR - Press releases, annual reports,
    notes and exhibits to statutory filings, proxy statements

Collaborative Disclosure Management (CDM) is an integral part of the acclaimed Tagetik 4
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

External disclosure, annual reports, management reporting

Case Study

Case Study: Finmeccanica

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

Case Study

Case Study: Mirvac

Collaborative Disclosure Management (CDM)

Why Disclosure Management Was Keeping Finmeccanica's CFO Up at Night?