ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions
+
+

Related Products

  • Skillcast
    1,105 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • ManageEngine ADManager Plus
    613 Ratings
    Visit Website
  • PBRS Power BI Reports Distribution
    12 Ratings
    Visit Website
  • Cerberus FTP Server
    159 Ratings
    Visit Website
  • SurveyLegend
    1,866 Ratings
    Visit Website
  • Paired Plus
    119 Ratings
    Visit Website
  • Monarch Money
    5 Ratings
    Visit Website
  • GOAT Risk
    67 Ratings
    Visit Website

About

Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter, and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting from pre-IPO to going public & beyond to facilitate your financial reporting and deal documents. Centralize your ESG data & simplify your financial reporting. Accelerate your proxy report with design-on-demand & automated workflows.
Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure. With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive. Our certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself.

About

Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams and enterprises seeking a solution to manage and optimize their financial reporting operations

Audience

Investment Management solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Donnelley Financial Solutions
Founded: 1983
United States
www.dfinsolutions.com/products/activedisclosure

Company Information

DiligenceVault
Founded: 2014
United States
www.diligencevault.com

Alternatives

Alternatives

Certent DisclosureNet

Certent DisclosureNet

insightsoftware
DD360

DD360

CENTRL
CCH Tagetik

CCH Tagetik

Wolters Kluwer
PackHedge™

PackHedge™

FinLab Solutions SA

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Microsoft PowerPoint

Integrations

Microsoft PowerPoint
Claim ActiveDisclosure and update features and information
Claim ActiveDisclosure and update features and information
Claim DiligenceVault and update features and information
Claim DiligenceVault and update features and information