ActiveDisclosureDonnelley Financial Solutions
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Teams and enterprises seeking a solution to manage and optimize their financial reporting operations
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Audience
Investment Management solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDonnelley Financial Solutions
Founded: 1983
United States
www.dfinsolutions.com/products/activedisclosure
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Company InformationDiligenceVault
Founded: 2014
United States
www.diligencevault.com
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Alternatives |
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Categories |
Categories |
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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
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Integrations
Microsoft PowerPoint
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