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Best Disclosure Management Software

Lauren Worth
LW
Researched and written by Lauren Worth

Researched and written by Gabriel Gheorghiu

Disclosure management software simplifies compliance tasks by consolidating regulatory information and maintaining a centralized repository of documents for regulatory filings.

Designed for compliance professionals, the software facilitates the creation, organization, and sharing of statements and reports. It aims to automate workflows, encourage collaboration, and enhance the transparency of disclosure activities.

Professionals use disclosure management software to efficiently share reports and documents with managers, executives, and board members. The tool also aids in generating regulatory documents for governmental institutions and external auditors.

Disclosure management software comes in different variations and is offered as part of governance, risk, and compliance suites or as a standalone solution. Some products focus on financial disclosure, while others cater to non-financial departments. Integration capabilities are standard, so the software connects to ERP systems, accounting software, and corporate performance management products.

Best Disclosure Management software at a glance:

Best for small business: Workiva
Best for mid-market: Workiva
Best for enterprise: Workiva
Best by G2 user satisfaction: Workiva
Best free/free trial: Semansys

These software solutions are ranked using an algorithm that calculates customer satisfaction and market presence based on reviews from our user community. For more information, please check out G2’s Research Scoring Methodology.

To qualify for inclusion in the Disclosure Management category, a product must:

Provide generic and industry-specific templates for documents and reports
Deliver workflows to streamline and optimize disclosure processes
Match and map information from multiple data sources
Maintain versions and audit trails for documents and reports
Track certifications related to disclosure management
Allow external users to access documents and reports
Automatically generate and update reports at predefined intervals

Best Disclosure Management Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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42 Listings in Disclosure Management Available
(1,329)4.6 out of 5
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1st Easiest To Use in Disclosure Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Workiva is a cloud-based platform designed for collaboration, data integration, audit logging, and reporting.
    • Reviewers appreciate Workiva's intuitive user interface, efficient reporting features, and the ability to manage auditors and reports with minimal training.
    • Reviewers experienced issues with the platform's training, some found it lacking, and others mentioned problems with template functionality and slow loading times.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workiva Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    564
    Collaboration
    311
    Team Collaboration
    278
    Features
    258
    Efficiency
    244
    Cons
    Missing Features
    213
    Slow Loading
    125
    Limited Functionality
    119
    Limited Features
    116
    Learning Curve
    112
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workiva features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    9.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,409 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,053 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Workiva is a cloud-based platform designed for collaboration, data integration, audit logging, and reporting.
  • Reviewers appreciate Workiva's intuitive user interface, efficient reporting features, and the ability to manage auditors and reports with minimal training.
  • Reviewers experienced issues with the platform's training, some found it lacking, and others mentioned problems with template functionality and slow loading times.
Workiva Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
564
Collaboration
311
Team Collaboration
278
Features
258
Efficiency
244
Cons
Missing Features
213
Slow Loading
125
Limited Functionality
119
Limited Features
116
Learning Curve
112
Workiva features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
9.0
Quality of Support
Average: 8.7
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,409 Twitter followers
LinkedIn® Page
www.linkedin.com
3,053 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

    Users
    No information available
    Industries
    • Banking
    • Insurance
    Market Segment
    • 54% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Data Analysis
    4
    Flexibility
    4
    Integrations
    4
    Intuitive
    4
    Cons
    Implementation Difficulties
    3
    Limited Functionality
    2
    Missing Features
    2
    Slow Performance
    2
    Slow Processing
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CCH Tagetik features and usability ratings that predict user satisfaction
    7.9
    Ease of Use
    Average: 8.9
    8.6
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    18,046 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22,889 employees on LinkedIn®
    Ownership
    AMS:WKL
Product Description
How are these determined?Information
This description is provided by the seller.

Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

Users
No information available
Industries
  • Banking
  • Insurance
Market Segment
  • 54% Enterprise
  • 31% Mid-Market
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Data Analysis
4
Flexibility
4
Integrations
4
Intuitive
4
Cons
Implementation Difficulties
3
Limited Functionality
2
Missing Features
2
Slow Performance
2
Slow Processing
2
CCH Tagetik features and usability ratings that predict user satisfaction
7.9
Ease of Use
Average: 8.9
8.6
Quality of Support
Average: 8.7
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,046 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL

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(83)4.8 out of 5
2nd Easiest To Use in Disclosure Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL repo

    Users
    No information available
    Industries
    • Accounting
    • Real Estate
    Market Segment
    • 42% Mid-Market
    • 29% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IRIS CARBON® Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    32
    Ease of Use
    20
    Helpful
    16
    Efficiency
    11
    Quality Enhancement
    9
    Cons
    Missing Features
    4
    Bugs
    3
    Formatting Issues
    3
    Poor Customer Support
    3
    Upload Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IRIS CARBON® features and usability ratings that predict user satisfaction
    9.1
    Ease of Use
    Average: 8.9
    9.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2005
    HQ Location
    Mumbai, IN
    Twitter
    @iris_carbon
    92 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL repo

Users
No information available
Industries
  • Accounting
  • Real Estate
Market Segment
  • 42% Mid-Market
  • 29% Enterprise
IRIS CARBON® Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
32
Ease of Use
20
Helpful
16
Efficiency
11
Quality Enhancement
9
Cons
Missing Features
4
Bugs
3
Formatting Issues
3
Poor Customer Support
3
Upload Issues
3
IRIS CARBON® features and usability ratings that predict user satisfaction
9.1
Ease of Use
Average: 8.9
9.8
Quality of Support
Average: 8.7
Seller Details
Year Founded
2005
HQ Location
Mumbai, IN
Twitter
@iris_carbon
92 Twitter followers
LinkedIn® Page
www.linkedin.com
(17)4.3 out of 5
View top Consulting Services for Oracle Hyperion Disclosure Management
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Oracle Hyperion Disclosure Management enables you to manage the creation of XBRL and inline XBRL (iXBRL) documents. Featuring deep integration with existing Oracle Hyperion financial reporting tools,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 47% Enterprise
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Oracle Hyperion Disclosure Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Integrations
    1
    User Interface
    1
    Cons
    Learning Curve
    1
    Poor Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oracle Hyperion Disclosure Management features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.9
    7.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    824,139 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199,405 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

Oracle Hyperion Disclosure Management enables you to manage the creation of XBRL and inline XBRL (iXBRL) documents. Featuring deep integration with existing Oracle Hyperion financial reporting tools,

Users
No information available
Industries
No information available
Market Segment
  • 47% Enterprise
  • 29% Small-Business
Oracle Hyperion Disclosure Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Integrations
1
User Interface
1
Cons
Learning Curve
1
Poor Reporting
1
Oracle Hyperion Disclosure Management features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.9
7.9
Quality of Support
Average: 8.7
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
824,139 Twitter followers
LinkedIn® Page
www.linkedin.com
199,405 employees on LinkedIn®
Ownership
NYSE:ORCL
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The software helps you efficiently manage the final step of your financial close, from preparing and publishing financial statements and XBRL reports, to ensuring compliance with IFRS, GAAP, and other

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 36% Mid-Market
    • 36% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Disclosure Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Efficiency Improvement
    2
    Reporting
    2
    Time Saving
    2
    User Interface
    2
    Cons
    Slow Speed
    2
    Complex Usability
    1
    Difficult Navigation
    1
    Expensive
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Disclosure Management features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    301,846 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    125,049 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

The software helps you efficiently manage the final step of your financial close, from preparing and publishing financial statements and XBRL reports, to ensuring compliance with IFRS, GAAP, and other

Users
No information available
Industries
No information available
Market Segment
  • 36% Mid-Market
  • 36% Small-Business
SAP Disclosure Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Efficiency Improvement
2
Reporting
2
Time Saving
2
User Interface
2
Cons
Slow Speed
2
Complex Usability
1
Difficult Navigation
1
Expensive
1
Limited Customization
1
SAP Disclosure Management features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.8
Quality of Support
Average: 8.7
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
301,846 Twitter followers
LinkedIn® Page
www.linkedin.com
125,049 employees on LinkedIn®
Ownership
NYSE:SAP
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DataTracks is a well-known global leader that offers clients all over the world financial reporting solutions. DataTracks provides a wide range of services and solutions focused at optimizing the fina

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 44% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DataTracks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Reporting
    8
    Easy Integrations
    6
    Compliance Management
    4
    Customer Support
    4
    Cons
    Learning Curve
    2
    Poor Customer Support
    2
    Resource Limitations
    2
    Steep Learning Curve
    2
    Complex Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DataTracks features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    9.1
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2005
    HQ Location
    Singapore, Singapore
    Twitter
    @DataTracks
    2,982 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    461 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DataTracks is a well-known global leader that offers clients all over the world financial reporting solutions. DataTracks provides a wide range of services and solutions focused at optimizing the fina

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 44% Small-Business
DataTracks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Reporting
8
Easy Integrations
6
Compliance Management
4
Customer Support
4
Cons
Learning Curve
2
Poor Customer Support
2
Resource Limitations
2
Steep Learning Curve
2
Complex Setup
1
DataTracks features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
9.1
Quality of Support
Average: 8.7
Seller Details
Company Website
Year Founded
2005
HQ Location
Singapore, Singapore
Twitter
@DataTracks
2,982 Twitter followers
LinkedIn® Page
www.linkedin.com
461 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect ente

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 56% Enterprise
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certent Disclosure Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    2
    Ease of Use
    2
    Features
    2
    Data Management
    1
    File Management
    1
    Cons
    Complex Setup
    1
    Difficult Navigation
    1
    Excel Compatibility
    1
    Integration Issues
    1
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certent Disclosure Management features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    9.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    785 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,100 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect ente

Users
No information available
Industries
No information available
Market Segment
  • 56% Enterprise
  • 28% Mid-Market
Certent Disclosure Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
2
Ease of Use
2
Features
2
Data Management
1
File Management
1
Cons
Complex Setup
1
Difficult Navigation
1
Excel Compatibility
1
Integration Issues
1
Poor Customer Support
1
Certent Disclosure Management features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
9.0
Quality of Support
Average: 8.7
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
785 Twitter followers
LinkedIn® Page
www.linkedin.com
2,100 employees on LinkedIn®
(41)4.3 out of 5
4th Easiest To Use in Disclosure Management software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Simplify obligation and communication management to ensure compliance and stakeholder satisfaction with INX InForm. Obligations, stakeholder and issues management is a critical component to the succes

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 49% Small-Business
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • INX InForm Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    18
    User Interface
    12
    Features
    9
    Tracking
    9
    Customization
    7
    Cons
    Learning Curve
    9
    Expensive
    8
    Difficult Learning
    3
    Lagging Performance
    3
    Poor Customer Support
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • INX InForm features and usability ratings that predict user satisfaction
    8.1
    Ease of Use
    Average: 8.9
    7.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    West Perth
    Twitter
    @INXSoftware
    7 Twitter followers
    LinkedIn® Page
    au.linkedin.com
    209 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Simplify obligation and communication management to ensure compliance and stakeholder satisfaction with INX InForm. Obligations, stakeholder and issues management is a critical component to the succes

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 49% Small-Business
  • 29% Mid-Market
INX InForm Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
18
User Interface
12
Features
9
Tracking
9
Customization
7
Cons
Learning Curve
9
Expensive
8
Difficult Learning
3
Lagging Performance
3
Poor Customer Support
3
INX InForm features and usability ratings that predict user satisfaction
8.1
Ease of Use
Average: 8.9
7.9
Quality of Support
Average: 8.7
Seller Details
Year Founded
2000
HQ Location
West Perth
Twitter
@INXSoftware
7 Twitter followers
LinkedIn® Page
au.linkedin.com
209 employees on LinkedIn®
(58)4.8 out of 5
3rd Easiest To Use in Disclosure Management software
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Entry Level Price:Contact Us
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solut

    Users
    • CFO
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 53% Mid-Market
    • 31% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Lucanet Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Analysis
    3
    Data Management
    2
    Features
    2
    Insights Analysis
    2
    Analytics
    1
    Cons
    Excel Compatibility
    2
    Limited Reporting
    2
    Dashboard Issues
    1
    Excel Integration Issues
    1
    Formula Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Lucanet features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    735 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    670 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solut

Users
  • CFO
Industries
  • Financial Services
  • Accounting
Market Segment
  • 53% Mid-Market
  • 31% Small-Business
Lucanet Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Analysis
3
Data Management
2
Features
2
Insights Analysis
2
Analytics
1
Cons
Excel Compatibility
2
Limited Reporting
2
Dashboard Issues
1
Excel Integration Issues
1
Formula Limitations
1
Lucanet features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.8
Quality of Support
Average: 8.7
Seller Details
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
735 Twitter followers
LinkedIn® Page
www.linkedin.com
670 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ideagen Disclose is an automated accounts disclosure checklist tool that cuts the risk of non-compliance. It gives accountants and auditors a more efficient way to tailor, review, and approve financia

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 33% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ideagen Disclose Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    3
    Ease of Use
    2
    Auditing
    1
    Customer Support
    1
    Customization
    1
    Cons
    Poor Interface Design
    3
    Difficult Navigation
    2
    Integration Issues
    1
    Limited Functionality
    1
    Software Bugs
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ideagen Disclose features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ideagen
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,216 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,181 employees on LinkedIn®
    Ownership
    LSE: IDEA
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen Disclose is an automated accounts disclosure checklist tool that cuts the risk of non-compliance. It gives accountants and auditors a more efficient way to tailor, review, and approve financia

Users
No information available
Industries
No information available
Market Segment
  • 33% Enterprise
  • 33% Mid-Market
Ideagen Disclose Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
3
Ease of Use
2
Auditing
1
Customer Support
1
Customization
1
Cons
Poor Interface Design
3
Difficult Navigation
2
Integration Issues
1
Limited Functionality
1
Software Bugs
1
Ideagen Disclose features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.8
Quality of Support
Average: 8.7
Seller Details
Seller
Ideagen
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,216 Twitter followers
LinkedIn® Page
www.linkedin.com
1,181 employees on LinkedIn®
Ownership
LSE: IDEA
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    COI RiskManager is a powerful web-based solution that efficiently captures disclosures, automatically identifies potential conflicts, and provides reviewer workflows to quickly mitigate issues for any

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 41% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • COI RiskManager Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    5
    Easy Integrations
    3
    Features
    3
    Integrations
    3
    Cons
    Slow Speed
    4
    Slow Processing
    3
    Integration Issues
    2
    Lagging Performance
    2
    Limited Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • COI RiskManager features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.9
    7.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Waltham, MA 02451, US
    Twitter
    @OspreySoftware
    85 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    71 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

COI RiskManager is a powerful web-based solution that efficiently captures disclosures, automatically identifies potential conflicts, and provides reviewer workflows to quickly mitigate issues for any

Users
No information available
Industries
No information available
Market Segment
  • 41% Small-Business
  • 36% Mid-Market
COI RiskManager Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
5
Easy Integrations
3
Features
3
Integrations
3
Cons
Slow Speed
4
Slow Processing
3
Integration Issues
2
Lagging Performance
2
Limited Features
2
COI RiskManager features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
7.9
Quality of Support
Average: 8.7
Seller Details
HQ Location
Waltham, MA 02451, US
Twitter
@OspreySoftware
85 Twitter followers
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®
(14)4.7 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jambo is a Stakeholder Relationship Management platform (SRM) built to help teams manage all their stakeholder engagement information in one secure location. Managing all your activities related to st

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 57% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jambo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Customer Support
    5
    Data Management
    4
    Efficiency
    3
    Integrations
    3
    Cons
    Expensive
    3
    Lagging Performance
    2
    Limited Customization
    2
    Limited Features
    2
    Missing Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jambo features and usability ratings that predict user satisfaction
    9.5
    Ease of Use
    Average: 8.9
    8.6
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jambo
    Year Founded
    2018
    HQ Location
    Edmonton, Alberta, CA
    Twitter
    @JamboHQ
    297 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jambo is a Stakeholder Relationship Management platform (SRM) built to help teams manage all their stakeholder engagement information in one secure location. Managing all your activities related to st

Users
No information available
Industries
No information available
Market Segment
  • 57% Small-Business
  • 21% Mid-Market
Jambo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Customer Support
5
Data Management
4
Efficiency
3
Integrations
3
Cons
Expensive
3
Lagging Performance
2
Limited Customization
2
Limited Features
2
Missing Features
2
Jambo features and usability ratings that predict user satisfaction
9.5
Ease of Use
Average: 8.9
8.6
Quality of Support
Average: 8.7
Seller Details
Seller
Jambo
Year Founded
2018
HQ Location
Edmonton, Alberta, CA
Twitter
@JamboHQ
297 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
(63)3.9 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Seller Details
    Expand/Collapse Seller Details
(105)4.1 out of 5
Optimized for quick response
5th Easiest To Use in Disclosure Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAI360 is giving companies a new perspective on risk management with its combination of risk management and training solutions. By integrating Governance, Risk, Compliance (GRC) technology and Ethics

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Financial Services
    Market Segment
    • 73% Enterprise
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAI360 Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Customizability
    8
    Customization
    8
    Compliance
    6
    Compliance Management
    6
    Cons
    Lack of Clarity
    6
    Learning Curve
    5
    Difficult Learning
    4
    Confusing Interface
    3
    Confusing Terminology
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAI360 features and usability ratings that predict user satisfaction
    7.4
    Ease of Use
    Average: 8.9
    8.2
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAI360
    Company Website
    Year Founded
    2003
    HQ Location
    Chicago, US
    Twitter
    @SAI_Compliance
    2,095 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    435 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SAI360 is giving companies a new perspective on risk management with its combination of risk management and training solutions. By integrating Governance, Risk, Compliance (GRC) technology and Ethics

Users
No information available
Industries
  • Hospital & Health Care
  • Financial Services
Market Segment
  • 73% Enterprise
  • 25% Mid-Market
SAI360 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Customizability
8
Customization
8
Compliance
6
Compliance Management
6
Cons
Lack of Clarity
6
Learning Curve
5
Difficult Learning
4
Confusing Interface
3
Confusing Terminology
3
SAI360 features and usability ratings that predict user satisfaction
7.4
Ease of Use
Average: 8.9
8.2
Quality of Support
Average: 8.7
Seller Details
Seller
SAI360
Company Website
Year Founded
2003
HQ Location
Chicago, US
Twitter
@SAI_Compliance
2,095 Twitter followers
LinkedIn® Page
www.linkedin.com
435 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SaaS data collection platform

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Stacks Data Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Management
    4
    Ease of Use
    4
    Customization
    2
    Implementation Ease
    2
    Management Efficiency
    2
    Cons
    Data Management
    3
    Difficult Navigation
    3
    Missing Features
    3
    Copy-Paste Issues
    2
    Limited Customization
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Stacks Data features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.9
    8.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Baltimore, MD, United States
Product Description
How are these determined?Information
This description is provided by the seller.

SaaS data collection platform

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 36% Mid-Market
Stacks Data Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Management
4
Ease of Use
4
Customization
2
Implementation Ease
2
Management Efficiency
2
Cons
Data Management
3
Difficult Navigation
3
Missing Features
3
Copy-Paste Issues
2
Limited Customization
2
Stacks Data features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.9
8.7
Quality of Support
Average: 8.7
Seller Details
HQ Location
Baltimore, MD, United States

Learn More About Disclosure Management Software

What is disclosure management software?

Disclosure management software is a specialized tool designed to automate creating, managing, and disseminating financial and non-financial disclosures in compliance with regulatory requirements.

Disclosure management solutions offer flexibility to support various statutory financial statement schemes and easy transitions between financial and non-financial information, ensuring compliance with internal control systems. 

Disclosure management tools are popular with financial professionals, regulatory compliance teams, and organizations engaged in the preparation and dissemination of financial disclosures. Finance departments, compliance officers, and reporting teams within businesses often rely on this software to facilitate the creation of financial statements, ensure compliance with regulatory requirements, and manage the complexities associated with reporting standards.

What are the common features of disclosure management software?

Disclosure management software comes with a range of features that vary by tool and use case. Some core features of disclosure management software include the following items.

  • Customizable templates and documents for disclosure: This software offers personalized templates for crafting disclosure documents that users can adapt to meet specific reporting needs, ensure uniformity, and adhere to branding guidelines. Any issues with formatting are eliminated because of integrated XBRL tagging and a range of output options, like the Microsoft Suite, PDF, Adobe InDesign, and High Definition HTML. 
  • Workflow automation: Disclosure management tools software incorporate workflows to accelerate the creation, assignment, and approval/rejection of disclosure documents.
  • Audit trail functionality: A robust audit trail feature tracks and logs all changes made to disclosure documents for a transparent and traceable history of edits, approvals, and any other modifications. The trail contributes to accountability and compliance with regulatory standards.
  • Regulatory-compliant report generation: Disclosure management software is equipped to generate reports that align with industry standards and regulations. This makes it simple for users to produce comprehensive reports for disclosure purposes, meet the specific requirements mandated by regulatory bodies, and deliver accuracy and compliance in reporting practices.

What types of disclosure management software exist?

Various options exist within disclosure management software, and each presents its own distinct advantages and disadvantages. Exploring them allows companies to tailor their choice based on specific preferences and requirements.

  • Standalone: Standalone disclosure management software is an independent solution that organizations purchase and implement separately from other software packages. This option provides flexibility for anyone who needs disclosure management functionality without committing to a broader suite of tools.
  • Part of a suite or packaged with other products: Some disclosure management software is bundled as part of governance, risk, and compliance (GRC) suites or packaged with other related products. The integrated approach is a comprehensive solution that combines disclosure management with additional tools for overseeing governance, risk, and compliance functions within a unified platform.

What are the benefits of disclosure management software?

The benefits of using disclosure management software include those listed here.

  • Increased productivity of compliance teams: Disclosure management tools enrich the efficiency of compliance teams by automating workflows, reducing manual tasks, and letting teams focus on more strategic aspects of compliance.
  • Improved visibility into the disclosure process: These tools have a centralized platform for document creation, tracking, and approval. That means stakeholders gain real-time insights, ensuring transparency and accountability throughout the disclosure lifecycle.
  • Ensured compliance with laws and regulations: Utilizing disclosure management tools helps organizations comply with laws and regulations. The software makes sure that disclosure documents adhere to industry standards and legal requirements, reducing the risk of non-compliance and helping organizations avoid penalties, lawsuits, and reputational damage associated with regulatory violations.

Who uses disclosure management software?

The following professionals use disclosure management software.

  • Compliance departments: Team members utilize management software to simplify regulatory compliance processes. This includes managing and organizing documents, automating workflows, and adhering to disclosure requirements.
  • Finance and accounting professionals (for financial disclosure): Finance and accounting professionals use these platforms for cases where there is a focus on financial disclosure. This includes creating, managing, and publishing financial statements and reports.
  • Operations executives (to review and approve): Operations executives play a key role in the disclosure process by using the software to review and approve documents. The software's collaborative features and workflow automation enable smooth communication and efficient decision-making within the operations team.

Disclosure management software pricing

Pricing for disclosure management software commonly follows two distinct models. Each caters to diverse organizational preferences in managing financial and regulatory disclosures.

  • SaaS (recurring): Many disclosure management software providers adopt a software as a service (SaaS) pricing model, which sees users pay a recurring subscription fee. This approach offers the advantage of predictable and manageable costs and enables organizations to access the software continuously. SaaS models often include regular updates, maintenance, and support.
  • Perpetual License (rare): In some instances, disclosure management software may be offered under a perpetual license model, though this is uncommon. With a perpetual license, organizations pay a one-time upfront fee to own the software indefinitely. While a perpetual license may appeal to those seeking long-term cost predictability, it's less common in the software industry due to the evolving nature of technology and the preference for subscription-based models that provide continuous updates and support.

Return on investment (ROI) for disclosure management software

Investing in disclosure management software yields a significant return on investment by saving valuable time in preparing disclosure documents. The automation and simplified workflows offered by the software reduce time-consuming manual efforts, allowing teams to create, manage, and publish documents more efficiently. This time-saving benefit enables professionals to allocate their efforts to more strategic and high-value tasks.

The built-in compliance features also help organizations adhere to industry regulations and legal requirements, mitigating the risk of non-compliance. This safeguards the organization from potential penalties and enhances its reputation for reliability and accuracy in final reports.

Challenges with disclosure management software

Some common challenges with disclosure management software are discussed here.

  • Keeping regulatory obligations current: One of the challenges in disclosure management software is the constant need to keep regulatory obligations up-to-date. Regulatory requirements often undergo frequent changes and staying abreast of these updates requires much effort. Software solutions must have mechanisms that promptly incorporate new regulations, making sure that the generated disclosures remain accurate and compliant with the latest standards.
  • Gathering disclosure data from multiple teams and solutions: Another challenge lies in efficiently gathering disclosure data from multiple teams and disparate solutions within one organization. Different departments may use various tools and formats for data collection, which leads to fragmentation and potential inconsistencies. Disclosure management software must provide effective integration capabilities to produce seamless data collection from diverse sources. In this way, organizations can produce comprehensive and accurate disclosure documents. 

Which companies should buy disclosure management software?

Below are some examples of companies that should consider buying disclosure management software. 

  • Financial institutions, such as banks and investment firms, can benefit from disclosure management software for its accurate and timely financial reporting, its ability to help meet regulatory requirements, and its management of financial disclosures, all of which improve the compliance process.
  • Healthcare organizations can turn to disclosure management software to enhance transparency in their reporting processes, which supports compliance with healthcare regulations, financial disclosures, and other statutory requirements. The software can streamline the creation and management of financial performance, compliance, and operational activities reports.
  • Legal firms find value in disclosure management software to ensure the accuracy and compliance of legal documents. The software can assist in organizing and managing legal disclosures to support collaboration among legal professionals and maintain a transparent and auditable record of document changes.
  • Government agencies can benefit from disclosure management software to automate and refine regulatory reporting, financial disclosures, and compliance activities. The software enhances efficiency in handling diverse disclosures, supporting transparency and accountability within government operations.
  • Educational companies use disclosure management software to facilitate accurate reporting. This includes financial disclosures, compliance with education regulations, and the creation of transparent annual reports for stakeholders.
  • Retail and manufacturing companies utilize disclosure management software to supervise and report on their operations, including financial disclosures, compliance with industry regulations, and transparent reporting on supply chain sustainability, corporate governance, and other relevant areas.
  • Media companies can benefit from disclosure management software to improve financial reporting transparency and industry regulations compliance. The software assists in managing disclosures related to financial performance, content licensing, and other key aspects of media operations.

How to choose disclosure management software

Choosing a disclosure management software depends on your needs, preferences, and work. The following sections walk you through the step-by-step process buyers use to find suitable software.

Identify business needs and priorities

Begin by clearly identifying your organization's needs and priorities regarding disclosure management. Understand the specific regulatory requirements, types of disclosures, and collaboration guidelines. Determine the key functionalities and outcomes expected from the software.

Choose the necessary technology and features

Once business needs are identified, assess the technology and features required. Consider customization capabilities, integration with existing systems, accounting software, workflow management, and user-friendly interfaces. Ensure the software lines up with your organization's technological infrastructure and that it gives you the essential features to meet your disclosure management goals.

Review vendor vision, roadmap, viability, and support

Research and evaluate the vendor's long-term vision and roadmap for the disclosure management software. Assess their viability in the market and take into account factors like financial stability and customer base. Review the level of customer service, training, and ongoing support you’ll receive. Choose a vendor with a solid foundation and a commitment to the continued improvement of their software.

Evaluate the deployment and purchasing model

The vendor offers deployment options, such as on-premises, cloud-based, or hybrid solutions, which you should consider in your decision. Evaluate the scalability of the software to accommodate potential growth and find out whether the purchasing model is a subscription-based SaaS model or a perpetual license. Choose a deployment and purchasing model that aligns with your organization's preferences, budget, and scalability requirements.

Put it all together

Bring all the gathered information together to make an informed decision. Think about how the chosen disclosure management software aligns with your needs, technology requirements, vendor credibility, and deployment preferences. Make sure that the software can meet your needs now and in the future as your business scales. 

Implementation of disclosure management software

How is disclosure management software implemented?

Begin the implementation process by identifying the specific regulations that the disclosure management software will be used for. Clearly understand the compliance requirements and reporting standards applicable to your organization. This foundational step ensures that the software is configured to meet precise regulations.

Who is responsible for disclosure management software implementation?

Implementation of disclosure management software involves collaboration among stakeholders, including a project manager,the IT team for technical aspects, compliance managers for defining regulatory needs, finance teams for customization, end users in testing and workflow customization, and vendor support for training. Executive sponsorship delivers resource allocation, emphasizing successful deployment through effective communication and collaboration.

What does the implementation process look like for disclosure management software?

  • Determine the sources of data: Establish processes to gather, clean, and organize the data. This may involve integrating existing systems, data warehouses, or manual data entry. Ensure data accuracy and completeness before preparing it for disclosure, as the quality of input data significantly impacts the accuracy of the final disclosure documents.
  • Customize standard templates and workflows: Tailor templates for financial statements, reports, or other disclosure documents according to your branding guidelines and reporting requirements. Adjust workflows to reflect your organization's internal approval processes and collaboration mechanisms.
  • Test and adjust processes, documents, and data flows: Before the software goes live, conduct thorough testing of processes, documents, and data flows. Test the end-to-end workflow, from data input to the generation of disclosure documents. Identify and address any issues or discrepancies during this phase. Adjust processes and configurations based on user feedback.

When should you implement disclosure management software?

Implement disclosure management software when manual processes impede efficiency, regulatory demands increase, or a need for streamlined reporting arises. Consider readiness, stakeholder support, and resource availability for a successful transition and to guarantee the timing aligns with organizational goals.