Disclosure Management

Just in time...isn’t soon enough

The last mile of finance goes a lot faster, with fewer errors, when automated and using packaged templates from Tagetik. Not only does Tagetik manage the complexity of disclosure and regulatory reporting, you get high quality, auditable reports, documents, board books and other financial disclosure materials.

With Tagetik, you spend far less time creating reports and verifying data and can spend much more time on value-added analysis and review.

Cloud Corporate Disclosure Management Software
Reduced to


amount of manual entry
From Days, to


by automating disclosure
Reports due,


days after monthly close

3-min video demo

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Simplify and speed up the process

Simplify and speed up the process of producing reports each month

Get trusted and verified information

Get trusted and verified information into the hands of decision makers faster

Increase confidence

Increase confidence and eliminate inconsistencies with a source of the financial truth

Eliminate manual checks

Eliminate time-consuming manual checks and ties to source financial data

Produce dynamic reports

Produce financial, management, statutory, and disclosure reports that dynamically update and share numbers and narrative

Mitigate risks and document plans of action

Mitigate risks and document plans of action in collaborative Word or PowerPoint-based budget books and board books

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.

XBRL/iXBRL filings

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.

Management Reporting

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.

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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.

Advanced Technology

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.

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Tagetik's Collaborative Disclosure Management Software is trusted by leading companies across all industries


Disclosure Management

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Disclosure Management, Consolidation, Budgeting & Planning, Finrep, Reporting

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John Hancock / Manulife

Disclosure Management, Reporting

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Management Reporting, Project Controls, Disclosure Management

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M+W Group

Budgeting, Planning, Consolidation, Disclosure Management

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Disclosure Management

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Customer Quotes

On Demand Webinar

Automated & Validated: The New Era of Board Reporting at GE Capital

This webinar discusses how GE Capital utilized Tagetik CDM to implement a standardized & automated reporting process that yielded significant internal benefits and satisfied federal requirements.

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