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.
Transparency and Auditability
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.
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.
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.
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
Meghan Maze - Chief Accounting Officer, Rabobank, N.A.
"Tagetik delivered a single source of truth for Rabobank - consolidating over 24 sources of data into a cohesive and controlled scalable reporting and budgeting solution for four regulatory viewpoints, US GAAP and IFRS...”
Jeff Nataupsky - Vice president of financial reporting & controls
"Besides accelerating and optimizing our reporting, Tagetik's reporting solution has changed the way we think about our financial processes. We now have more accountability in all of our business areas and a centralized financial repository that ensures data consistency. Another bonus is the reduction of manual data entry. In the United States, we’re down to about 5% from almost 100% prior to implementation.”
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 for Disclosure Management, our finance department can work more effectively to ensure consistent, reliable data and faster monthly reporting cycles.”
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
Automated & Validated: The New Era of Board Reporting at GE Capital
Browse our Resources
John Hancock Manulife
Disclosure Management, Financial Reporting and Consolidation.
HOW A UNIFIED “CLOSE TO DISCLOSURE” PROCESS SAVES TIME AND MONEY
Learn how to combine financial close, consolidation, management reporting, and external reporting processes into one streamlined process.
3 CHANGES TO YOUR INTERNAL & EXTERNAL REPORTING TO HELP RECLAIM YOUR WEEKENDS!
3 changes you can make to improve your internal and external reporting - and your life!
HOW TO TURN SOLVENCY II COMPLIANCE INTO A BUSINESS IMPROVEMENT INITIATIVE
Best practices on Solvency II implementation of some companies and documents how insurances benefit from implementing a streamlined process.
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