Collaborative Disclosure Management key capabilities include
Single Enterprise Solution
Tagetik automates the close-to-disclosure process. From financial statements, annual reports, board books, regulatory reports, financial statements and others, Tagetik’s unified CPM solution automates disclosure reporting and supports multiple output formats including PDF, PPT, XLS, World, XBRL, XML, HTML and Microsoft SharePoint templates.
Packaged Regulatory Reporting
From industry-specific compliance - like Solvency II and CoRep/FinRep, to financial reporting - like annual or quarterly reports and proxy statements - Tagetik offers packaged templates to simplify report creation and production – including automating updates and matching narrative to numbers.
Whether you have specific local requirements or are a multinational company that must submit multiple filings simultaneously in multiple countries, Tagetik’s easy tagging, validation and collaborative document creation simplifies XBRL management and increases the speed- and accuracy, of your submission process.
Tagetik automates management reporting and offers easy-to-use, self-service dashboarding for custom and ad hoc analytics. Whether online, in the Cloud or on a mobile device, reports can also be produced and distributed using Microsoft Excel, Word and PowerPoint – and distributed via SharePoint.
Collaborative and Controlled
Multiple contributors can work simultaneously on the same document with full security and data governance, while a detailed audit log captures all interaction, changes and updates. Collaboration and commenting provides context while Tagetik reduce the risk of error, misstatement and restatement.
Tagetik’s unified corporate performance management software offering provides a modern and comprehensive solution that includes packaged financial intelligence, in-memory data processing, robust analytics and integration to other systems, databases, programs and applications such as SAP, Microsoft and Qlik.
Tagetik's Collaborative Disclosure Management Software is trusted by leading companies across all industries
Valentina D’Addario - Director of Group Reporting and Financial Controlling
“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"
Johann Adler - Team Leader of Group Consolidation, Planning and Reporting
“We could immediately see the advantages of working with the system. In particular, the handling is so much easier for our users and the data quality is much higher”
Stephen Lynn Group Financial Controller
“With Tagetik, we were able to automate the last mile of finance. Processes that previously took days could be completed in hours. By automating our disclosures to the ASX, we were able to move resources in our group finance team from repetitive scaling, rounding and balancing tasks to value-added financial analysis.”
Paul van Hameren - Controller Reporting & Consolidation
“Tagetik has accelerated our reporting processes and improved our financial and business analytics. We have gained more control over our financial data and can produce four-week reports and analyses for our executive board faster and more efficiently than before”
On Demand Webinar
The Top Signs it’s Time to Migrate to a New Financial Reporting Solution
This educational webinar is centered on the signs to look for when determining if a software migration makes sense for your organization
Browse our Resources
Why combining ‘numbers’ and ‘narrative’ is critical for next generation Disclosure Management.
by Gary Simon - FSN
Collaborative Disclosure Management (CDM), Management reporting, KPI reporting
Collaborative Disclosure Management: one source of the truth
Blog post by Jeff Nataupsky -Vice President, Legal Entity Financial Reporting & Controls in John Hancock Financial Services
Collaborative Disclosure Management
A complete, unified close-to-disclosure process
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