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 Annual Reports, Board Books and other financial disclosure materials such as Solvency II, IFRS 4, IFRS 9, Finrep & Corep, Basel III, Integrated Reporting.


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

90-95%

manual entry
From days to

HOURS

by automating disclosure
No more sleepless

NIGHTS 

for CFOs

3-min video demo


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Watch this video demo on disclosure management



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Collaborative Office Benefits

Benefits


Simplify and speed up the process

Simplify and speed up the process of producing disclosure 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

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, IFRS 4, IFRS 9 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.

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Transparency and Auditability
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Tagetik gives you full traceability by providing audit logs and controls that capture changes, updates, revisions and every adjustment - including scaled, rounded values, and balancing adjustments, among others- so you can easily audit and trace information back to the source.

Automated Workflow
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Tagetik manages the complexity of orchestrating multiple contributors - if not dozens, from across the organization; their content items, including financial and non-financial data, associated narrative; approvals and version control with its robust process workflow engine.

XBRL filings
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Whether you have specific local requirements or are a multinational company that must submit multiple filings in multiple countries, Tagetik’s pre-packaged solutions makes it easy to generate and manage filings with increases of the speed and accuracy, of your submission process.

Cross-functional Collaboration
×

Tagetik simplifies the production of board books by facilitating collaboration and communication among report contributors. Assign sections, content items, set deadlines, status and notifications and have multiple contributors work within the report at the same time while reducing bottlenecks, errors and overlap.

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


Enel

Disclosure Management

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Erste

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

Read the case study

John Hancock / Manulife

Disclosure Management, Reporting

Read the case study

Watch the video

 

Laing o’Rourke

Ifrs Reporting, Consolidation, Tax Reporting, Monthly Reporting

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Talanx

CDM, Solvency II

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Generali Group

Ifrs Consolidation, Mvbs, Bpf, Ivass, Solvency Ii, Technical Provision

watch the video

Testimonials

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 internal benefits and satisfied federal requirements.

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