Alternatives to ActiveDisclosure
Compare ActiveDisclosure alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ActiveDisclosure in 2026. Compare features, ratings, user reviews, pricing, and more from ActiveDisclosure competitors and alternatives in order to make an informed decision for your business.
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SAI360
SAI360
The most powerful, agile approach to risk management. The decisions you make today can help mitigate the risks you may encounter tomorrow. SAI360 is cloud-first software and modern ethics and compliance learning content designed to help your organization effectively navigate risk with a flexible, agile approach. Intelligent solutions, global expertise all in one award-winning platform. Solution configurability, extensible data model with configurable UI/forms, fields, relationships to extend solutions. Process modeling, easily modify or create new processes to automate and streamline risk, compliance, and audit activities. Data visualization and analysis, many out of the box and easy to configure dashboards to visualize and analyze data. Learning and best practice content – preloaded frameworks, control libraries, and regulatory content along with values-based ethics and compliance learning content. System integration – Integration framework with APIs and other protocols. -
2
IRIS CARBON
IRIS CARBON
IRIS CARBON is a cloud-based disclosure management and regulatory reporting platform that streamlines the authoring, review, validation, tagging, and filing of complex financial and non-financial reports such as Annual Financial Reports, ESG disclosures, SEC/EDGAR submissions, ESEF/XBRL/iXBRL filings, FERC reports, ACFR filings, and other mandated digital disclosures across global taxonomies and jurisdictions in one collaborative environment. It automates data collection, structured tagging, and quality checks to improve data accuracy and transparency, supports role-based collaboration and version control, and integrates with familiar tools such as Word, Excel, and PowerPoint, helping teams eliminate manual spreadsheets, reduce errors, and manage iterative review cycles more efficiently. IRIS CARBON also includes specialized modules for ESG reporting aligned with major frameworks like GRI, SASB, TCFD, CSRD/ESRS, and supports centralized compliance workflows. -
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Certent DisclosureNet
insightsoftware
Search millions of public filings in seconds with Certent DisclosureNet, a cloud-based disclosure research, and peer analytics solution. Certent DisclosureNet features the combination of internal and external report creation with a built-in proprietary research engine. With Certent DisclosureNet, users can manage data throughout the disclosure process. Certent DisclosureNet also features XBRL tagging, software training, implementation, and validation report. -
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Certent Disclosure Management
insightsoftware
Certent offers a software that streamlines the financial reporting process of any kind of company. The web-based platform fully automates the reporting process in such a way to improve report accuracy, be compliant with the standards set by any regulatory organization, and be more efficient with each reporting cycle. Certent allows for direct connection with the Microsoft Office Suite and many other existing data sources for ease of integration and data sorting. Simplify access to disclosure research including legal, accounting, investor relations, and business development. Get unfettered access to a comprehensive suite of accounting standards, rules, and regulations that are full-text searchable. Filter searches of EDGAR, SEDAR, ASX, and HMRC using more than 50 built-in criteria, including industry, exchange, the company auditor, and filing date, and receive automatic email notifications as soon as filings are published. -
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Lucanet
Lucanet
Lucanet is the CFO Solution Platform built for modern finance leaders to automate financial consolidation & planning, disclosure management including ESG reporting, lease accounting, and tax compliance and reporting. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy. -
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CCH Tagetik
Wolters Kluwer
Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance. -
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Ideagen Disclose
Ideagen
Ideagen External Audit provides the tools to improve the accuracy and standardization of external audits, allowing you to effectively assess and mitigate risk. Deliver a better experience to clients, save time on financial disclosures and access unique industry insights with external audit software. Reduce the risk of errors by always having accurate data to work from. Improve the accuracy and efficiency of audits and give your clients a service they can trust with our trusted external audit solutions.Starting Price: $240 per year -
8
CtrlPrint
CtrlPrint
CtrlPrint is a cloud-based, collaborative corporate reporting platform that streamlines the end-to-end creation, review, version control, tagging, and publication of financial, sustainability, and regulatory reports, helping teams eliminate manual work, ensure accuracy, and meet compliance requirements. It centralizes work across drafting, editing, review, approval, and final publication while supporting major reporting formats such as ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print PDFs from a single source of truth, reducing duplication and errors. It offers secure, role-based access with audit-proof version control, supports integration of live data from Excel and Word into designed layouts with automated updates, and enhances collaboration with clear workflows, permissions, and real-time visibility across contributors. Built-in XBRL tagging, validation tools, and compliance features ensure regulatory standards are met. -
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ConvergePoint Conflict of Interest Disclosure
ConvergePoint
The ConvergePoint Conflict of Interest Disclosure software offers a comprehensive solution for COI disclosures and managing conflicts within your organization. Employees can use the COI software to self-submit disclosures for such activities as gift and entertainment disclosures and complete scheduled annual disclosures assigned by the compliance team. -
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DataTracks
DataTracks
DataTracks can help you meet your reporting requirements in time, every time. We offer software solutions to help you prepare your compliance reports. Your report can be ready as soon as your books are ready. Numbers flow automatically from books to designated spots in reports. Your team has to review the numbers and write the narratives alone. All you need to do is review, not prepare. Minds on and hands-off preparation of compliance reports, not to mention the low cost. You can sleep well. Your reports would be consistent with your books. Even when your reports include a million pieces of data (as can be true if you are a country wide bank reporting to the Fed in multiple jurisdictions). Set up a data model, map from sources in your enterprise. Data will be fed automatically into data model when your source is ready. Data can be defined in report as in data model or as computed from sources in data model. -
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Oracle Hyperion
Oracle
Oracle Hyperion Financial Management is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. Oracle Hyperion Financial Management utilizes today's most advanced technology, yet is built to be owned and maintained by the enterprise's finance team. The web user interface for this release has been enhanced for greater ease of use and consistency with other Hyperion products. The new user interface supports navigation across multiple applications as well as access to multiple modules and documents in an application. Other enhancements include the Point of View bar, Member Selector, Journals, Data Forms and Data Grids. You can also view dimension member properties from the Member Selector, data forms, data grids, journals, or Process Management. -
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GAN Integrity
GAN Integrity Solutions
Infuse ethics & compliance into every aspect of your business, work holistically with data, and seamlessly collaborate with stakeholders with GAN’s integrated compliance management software. Overloaded with spreadsheets, shared drives, emails, and web portals? Connect your entire compliance program with a single integrated compliance solution that centralizes every compliance process, every risk, and every mitigation effort in one place to give you the answers you are looking for right when you need them. Leverage holistic reporting and advanced analytics to surface powerful insights and expose hidden risks. Spot early risk indicators with integrated analytical dashboards that can visualize and aggregate input from every compliance process in a single view. -
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RiskAvert
Profile Software
RiskAvert is a robust risk management solution that assists financial institutions to gather and reconcile data, calculate, aggregate, and report regulatory credit, market, operational, and concentration risk in a natively integrated, yet modular environment. It covers all approaches for operational, market, and credit risk calculation allowing the bank to evolve from a standardized approach to the IRB approaches. The solution also supports XBRL validation and conversion functions for multiple taxonomies. The solution’s comprehensive cube-based MIS reporting engine fully supports market disclosure requirements, while the supervisory review is covered through a holistic stress-testing framework, as well as extensive concentration risk measures and reporting. Full coverage of the EU-CRR/CRD Regulation and its future evolutions. Credit risk capital requirements calculations according to standardized and IRB approaches. -
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Compliance Star
Thistle Initiatives
Compliance Star is an on-demand compliance software, the right tools for effective monitoring and risk management. Compliance Star offers effective and efficient remote management of FCA Authorised Firms and its operating Units/Agents via real-time data collection and reporting. Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Star is underpinned by a ‘fail-safe’, calendar-based task management system. This allows for both automatic and manual setting of tasks, notifies actions, populates deadlines into a calendar, issues reminders and monitors for completion. The platform reduces compliance burden significantly and is currently being used by leading regulatory networks. Enables complete tracking of internal regulatory processes. It provides up-to-date single point data access combined with the ability to produce FCA required reports.Starting Price: £60 per month -
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Risk Insights
Risk Insights
ESG GPS stands out with its exceptional features, including sector-specific materiality factors, peer group comparisons, consideration of country regulations, and ratings covering the entire stock exchange spectrum - from mid-sized to large corporations. It offers independent ratings based on both mandatory and voluntary disclosures, incorporating a contextual analysis that delves into stakeholder perceptions derived from news feeds. ESG GPS ratings hold immense value for a diverse spectrum of stakeholders, including asset owners, impact investors, debt holders, capital markets, proxy advisors, rating agencies, shareholders, exchange-traded funds, and the ever-influential millennial demographic. ESG GPS provides a range of reporting options, including classic reports, comprehensive reports, disclosure scores, news feed lists, rating watch alerts, and sector-specific information. -
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idaciti
idaciti
Revolutionize your data analysis process with idaciti. Our platform makes it easy to turn complex financial and ESG documents into actionable insights within seconds. Let idaciti revolutionize your approach to extracting vital insights from financial and ESG disclosures with speed and precision. Our market-tested platform transforms complex documents into clear, intuitive data, enabling you to uncover crucial connections and make data-driven decisions in mere minutes. Embrace the future of advanced analytics and reporting tools, unlocking unprecedented growth potential, cost reduction, and operational optimization. Discover the essential Financial and ESG data sets you need, from fundamentals and footnotes to climate, diversity, equity, and inclusion data, all with idaciti. Our innovative XBRL-first framework, enhanced by AI and machine learning, empowers your team to handpick the most valuable data points for strategic decision-making. -
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Persefoni
Persefoni
Persefoni’s SaaS Platform enables companies and financial institutions to easily meet stakeholder and regulatory climate disclosure requirements and requests. Calculating carbon footprints, meeting climate disclosure requests, and achieving net-zero used to be hard. With Persefoni you don’t need to be a technical expert. Just answer simple questions, upload your data, and our automated Persefoni Advisor™ will guide you through the process from beginning to end. You don’t need any pre-existing knowledge of climate disclosure frameworks or carbon accounting methodologies to get started with Persefoni. Included in your subscription is a rich suite of options for deployment and support. Choose between structured, expert-led roll-out support or completely self-service onboarding via an extensive library of how-to articles and videos in our knowledge base. -
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Objective Redact
Objective
Redaction software for security conscious organizations. Protect yourself and your organization from accidental disclosure. Know that you’ve redacted any confidential word, phrase or number. It’s an awful feeling when, after manually redacting a document, you can’t help but wonder if you’ve got every word. Yes, “find and replace” works, but only to a certain point. Hidden metadata may still be lurking in your document. Protect yourself and your organization from accidental disclosure. Objective Redact is powerful, automated redaction software that makes redaction much faster, internal review much easier, and keeps your most sensitive information safe. It is ideal for compliance and disclosure processes, redaction is easier and faster; and can handle large volumes of and long, complex documents. Permanently remove all text content marked for redaction, including hidden metadata such as authors, creation dates and other attributes that can be stored in a file.Starting Price: $76.49 per month -
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ServiceNow ESG Management
ServiceNow
Elevate your environmental, social, and governance (ESG) program with simple data collection, on-demand progress monitoring, and automated reporting. Create a source of truth for all ESG and sustainability topics, goals, metrics, and disclosures. Aggregate and validate data automatically to enhance disclosure reliability and audit readiness. Facilitate regular monitoring of progress against ESG goals across the enterprise. Simplify ESG data validation and visualization for more timely, accurate, and frequent reporting. View your current and complete ESG story at once. Streamline data collection. Monitor performance. Report efficiently, on-demand, anytime. See the status of ESG indicators, including material topics, goals, and disclosures, in one place. Collect, validate and display quantitative and qualitative data from multiple sources. Track your progress against ESG goals and targets more easily using a single source of truth. -
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Bugbop
Bugbop
Bugbop is a bug bounty and disclosure platform built for program managers. Bug bounty and disclosure programs create a safe channel for security researchers to report vulnerabilities. Teams review the findings, remediate valid issues, and optionally offer financial rewards/swag. By using a platform, you get increased visibility and authenticity, structured workflows, automated triage, researcher management, and payment handling - admin chores that are difficult and time-consuming to handle yourself. Bugbop has simple pricing ($0 monthly + 15% on bounties) and can be set up completely self-service (i.e. no "call us for a demo and pricing"). It removes program noise with automated AI triage and severity analysis. It gives teams a flexible way to run bug bounty or disclosure without the overheads of the enterprise platforms. You can sign up for free to test the platform with a private program.Starting Price: $0 -
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Proxymity
Proxymity
We connect the world’s ecosystem of issuers, intermediaries, and investors in real time with unique transparency, efficiency, and accuracy. Proxymity is a digital investor communications platform that connects issuers, intermediaries, and investors in real-time, enhancing transparency, efficiency, and accuracy in processes such as proxy voting and shareholder disclosure. Its suite of products includes Proxymity Vote Connect, which facilitates direct and immediate transmission of meeting agendas and real-time vote confirmations, and Proxymity Shareholder Disclosure, automating shareholder identification requests in compliance with regulations like the EU's Shareholder Rights Directive II (SRD II). By digitizing these workflows, Proxymity aims to streamline corporate governance and foster more effective shareholder engagement. Achieve direct connection, faster decision making and a golden source view with our leading digital proxy voting and shareholder disclosure platform. -
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Open Bug Bounty
Open Bug Bounty
Open Bug Bounty project enables website owners to receive advice and support from security researchers around the globe in a transparent, fair and coordinated manner to make web applications better and safer for everyone’s benefit. Open Bug Bounty’s coordinated vulnerability disclosure platform allows any security researcher reporting a vulnerability on any website as long as the vulnerability is discovered without any intrusive testing techniques and is submitted following responsible disclosure guidelines. The role of Open Bug Bounty is limited to independent verification of the submitted vulnerabilities and proper notification of website owners by all available means. Once notified, the website owner and the researcher are in direct contact to remediate the vulnerability and coordinate its disclosure. At this and at any later stages, we never act as an intermediary between website owners and security researchers. -
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FileThis
FileThis
Financial documents, at the ready. Gather consumer finance documents for your platform, faster and easier than ever before. Gather consumer finance documents for your platform, faster and easier than ever before. Eliminate the need for scans and manual uploads. Speed up processes and minimize administrative follow-up. Get hi-fidelity data, directly from the source. A white-labeled solution that fits your style. Security is the foundation of the FileThis Service. Lending, tax preparation, accounting, legal, etc. We partner with FinTech platforms to make it easier to apply for loans, prepare taxes, pay bills, automate bookkeeping, comply with legal financial disclosures, and more. We partner with FinTech platforms to make it easier to apply for loans, prepare taxes, pay bills, automate bookkeeping, comply with legal financial disclosures, and more. -
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Kaizen
Kaizen
Transform how you meet your compliance and regulatory reporting obligations. We are a team of regulatory experts, technology developers, and data engineers focused on improving data quality and creating new solutions to the complex challenges of regulation. Our award-winning products help clients from across the financial services industry, from boutique asset management firms to tier-one banks, meet the demands of regulators. Get accurate, complete, and timely regulatory reporting. Search, share, and manage regulation on one digital platform. Automated shareholding disclosure monitoring and reporting. A holistic approach for managing market abuse and misconduct. Reduce regulatory risk with automated research management. Accredited training for a wide range of regulatory reporting regimes. We are regulatory and data specialists on a mission to revolutionize the way people work with compliance and regulation. -
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Presgo
Presgo
Presgo is an AI-first, modular ESG (environmental, social, governance) reporting platform that helps organizations centralize ESG data from multiple sources, map it to standard metrics, and generate consistent, audit-ready disclosures and sustainability reports aligned with global frameworks such as ESRS (CSRD), GRI, SASB, TCFD, and UN SDGs; it automates manual tasks and workflows with AI-powered validation, anomaly detection, rich editing interfaces, progress tracking, and API integrations to reduce errors and streamline compliance with evolving regulatory requirements. It includes a Data Hub for structured data collection and automated mapping, a Disclosure Hub for ensuring data and narratives meet reporting standards, a Report Builder for creating stakeholder-ready reports with visuals, a Carbon Calculator for accurate Scope 1, 2, and 3 emissions calculations, a Supplier ESG module for managing value chain data, and tools for materiality assessment, goals, and performance. -
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Manifest Climate
Manifest Climate
Manifest Climate makes it easier to put climate at the centre of your business decisions by combining the efficiency of cutting-edge climate change technology software with ongoing support from dedicated climate strategists. Spend less time sifting through climate change reports and more time actioning clear and simple findings with our easy-to-use platform. Discover climate-related business opportunities faster. Understand the full scope of your climate readiness and how to prepare your disclosures with cutting-edge AI technology and advanced analytics. Assess and benchmark your climate action, climate risk management, and disclosures against industry leaders, and get actionable recommendations on how to take advantage of climate opportunities. Stay on top of climate news and developments with monthly, industry-specific reports curated just for you. -
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Dow Jones Risk & Compliance
Dow Jones Risk & Compliance
Dow Jones Risk & Compliance is a global provider of best-in-class risk data, web-based software applications and scalable due diligence services that help organizations manage risk and meet regulatory requirements related to financial crime, third-party risk management, sanctions and international trade. Built on the legacy of one of the world’s most trusted newsrooms, Dow Jones Risk & Compliance combines the expertise of a multilingual research team with industry-leading data scientists and technologists to provide actionable content structured specifically for compliance needs. Our solutions were developed in partnership with top legal and political advisors — including former regulators — to help our clients maintain consistency across global business units and teams. -
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aSISt
FINGO
Since 2007 banks are required to submit financial reporting compliant with COREP and FINREP taxonomies in the XBRL standard. Under the new regulations many Polish banks faced a massive challenge. The reports were not only difficult to prepare, but also the market lacked relevant tools for managing and preparing XBRL reports. To address this, we partnered with GPM Systems Sp. z o.o. and created an application that allows to prepare and manage these mandatory filings in line with the XBRL format. aSISt hides the technical complexity of XBRL behind an interface and vastly simplifies the filing process. The user is given forms similar to Excel sheets, which makes the application uniquely intuitive. The process of preparing filings was simplified to four basic steps. aSISt supports reporting periods, taxonomies (dictionaries) versioning management and ensures compliance with the selected taxonomy version for each report. -
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Inscope
Inscope
Inscope is an AI-native financial reporting platform designed to automate the preparation, review, and issuance of GAAP-compliant financial statements for accounting teams and finance organizations. It replaces manual, error-prone workflows by automatically generating financials, disclosures, and supporting schedules, allowing teams to move from closed books to issued reports in a streamlined, structured process. At its core, Inscope applies AI assistants to handle time-consuming tasks such as formatting, cross-footing, internal consistency checks, and roll-forwards, significantly reducing the manual effort traditionally required in financial reporting. It maintains a live, linked source of truth so updates flow automatically across statements and footnotes, eliminating version-control chaos and improving traceability. -
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ESGTech
ESGTech
All your ESG data management and disclosure needs are on one platform. Instantly comply with stakeholder and regulatory requirements. Report either in line with international standards or frameworks, or customize your disclosure to your company’s needs. Collaborate with all your stakeholders in one platform. Increase collaboration, and reduce complexity. The platform is built for multi-users with various functions so all stakeholders can work in one platform. Whether you’re from different departments, you need to get data externally assured from auditors or reviewed by investors, you can do it all with ESGTech. Generate a single source of truth for all stakeholders. Automatically generate a verifiable, audit-ready ESG report complete with a system of record and responsible owners, so the data will always be linked to a chain of evidence and reduce errors. Building trust between businesses and stakeholders starts with data that is verifiable and that can be relied upon. -
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Tyler Ethics Management
Tyler Technologies
Tyler's Ethics Management solution automates ethics management programs through the preparation, review, and filing of annual financial disclosure and ethics training reports. Tyler’s Ethics Management software adheres to the complex rules and regulations that drive ethics management programs and includes numerous summary reports that can be run by users based on defined roles and access permissions. Additional reports can be easily configured to match an organization’s needs. The audit finding management solution is an efficient tool to manage and administer an audit compliance program. A background investigation software solution plays a critical role in the larger personnel security and suitability process, which also includes adjudication, evaluation, analytics, and even invoicing. Tyler’s Criminal Justice Information System application tracks and manages data and workflows to help federal law enforcement with any kind of case. -
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IP Author
Dolcera
IP Author enterprise harnesses our cutting-edge AI technology stack for comprehensive IP management, from concept to commercialization. Offering modules for invention disclosures, patent drafting, searches, office action responses, categorization, and evidence of use, it's designed to streamline and enhance the IP lifecycle for corporations. The invention disclosure module of IP Author streamlines the disclosure process with an AI-driven system that simulates an attorney-inventor interview, quickly creating precise documents and expediting filings. The patent drafting module of IP Author utilizes AI tech stack to swiftly understand the problem and solution described, generating essential patent components, including editable flowcharts and block diagrams. Avoid common drafting pitfalls with our advanced prompt engineering, delivering a complete patent draft in just 15 minutes. Unlike manual reviews, our module guarantees consistent and detailed attention to all patent claims.Starting Price: $499 per month -
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FDD Risk Analyzer
Free FDD Library
FDD Risk Analyzer helps investors make smarter decisions with automated, AI-generated reviews of Franchise Disclosure Documents (FDDs). Upload any FDD to get a fast, easy-to-understand report that highlights financial risks, legal traps, and questionable terms—generated by AI trained on thousands of real-world FDDs. Bonus: Includes the Free FDD Library, a curated database of 2,000+ franchise documents to explore before you invest. -
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EQS IR COCKPIT
EQS Group
Innovative digital solutions and tools for investor relations managers. We digitalize your investor relations and support you in your daily IR work with our innovative IR products. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure obligations and news distribution in one tool. EQS IR COCKPIT was developed to improve the work of investor relations managers, with simple workflows, better results and added value for you and your investors. Meet mandatory publication requirements. With the disclosure module you can fulfill your disclosure obligations more easily and efficiently than ever before. Reach a wide audience with your financial news. EQS Newswire is a leader in the distribution of corporate and press releases. Worldwide, simple, secure and efficient. Simultaneous upload of news to your website, social media, and stock chart. -
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ESGflow
PiSrc
While data providers grant ESG metrics at a company level, they do little to integrate with the complexity of underlying investment activity and the real-time impact of market volatility. ESGflow provides insights, sends alerts, and kicks off rebalancing workflows to ensure accurate reporting, strategic ESG alignment, and regulatory compliance. ESGflow is our enterprise product offering to monitor and manage the ESG qualities of financial products. Merge market data and third-party ESG research with fund positions to compute real-time ESG and sustainability metrics. Drill-down tabular views to surface the influence of underlying investments on composite ESG metrics at the portfolio, account, and strategy levels. Establish a quantitative methodology for product ESG and sustainability profiles. Define ESG error and warning event triggers to comply with policies and marketing disclosures. Generate advanced analytics for historical ESG activity across reporting periods. -
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TurboDispute
TurboDispute
Manage your business, your team, clients, affiliates, and leads from any computer, tablet or smartphone. It automatically pulls data from the credit reports to create perfect credit dispute letters in seconds. Clients login, sign agreements and monitor their progress, saving you hours on unnecessary calls. Signing contracts and delivering disclosures online has never been easier and more effortless-copy and paste your credit repair contacts and other necessary disclosures. With the TurboDispute affiliate portal, affiliates can send you leads and check statuses with ease. From there, all you need to do is click on the customer’s name to approve. Powerful CRM tools to manage customers and leads giving your company central view, enabling collaboration across your company. The credit repair industry is becoming more important to consumers. -
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ArcPro
Donnelley Financial Solutions
As the market leader, DFIN knows that total control over your content matters the most - from anywhere, anytime. As part of DFIN’s Arc Suite end-to-end solution, ArcPro offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications. See how the ArcPro shareholder content management system provides a comprehensive solution for every step of the regulatory process. An industry-leading content management solution proving seamless version control. Provides in-app, automated publishing capabilities for producing print or web-ready PDFs, blacklined drafts, EDGAR documents, and automated iXBRL. Your common source for creating, managing, and publishing documents. Real-time, consistent shared content updating across all documents. Leverage variable content to vary language where appropriate. -
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DFIN Arc Suite
Donnelley Financial Solutions
As the leading global risk and compliance solutions provider, DFIN is the only company to offer regulatory, reporting, legal, filing, and distribution solutions through one integrated financial compliance management software platform. We provide the financial industry with the experience and expertise of an established market leader. Arc Suite financial regulatory compliance software helps you meet the challenges and complexities of an ever-changing regulatory environment with a greater level of confidence and control. The platform supports the full spectrum of data, multilingual content, and compliance needs with a suite of innovative, award-winning products. Arc Suite has been developed by experts in mutual fund and product technology to meet reporting requirements around the world, including the SEC, OSC, and ESMA. Arc Suite’s regulatory compliance management software supports the full range of front, middle, and back office operations with cloud-based proprietary tools. -
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myConsole
myConsole
myConsole operationalizes purpose & ESG across the organization by integrating all ESG approaches and activities in one platform that drives ESG strategies forward to become your embedded core culture. Customizable forms, features and functions enable the development of plans and actions, progress monitoring of impacts against targets, management risks and mitigations as well as the coordination of disclosure creation turning your ESG approaches, activities, projects and initiatives into publishable disclosures of the actual E S & G impacts your organization is having on your stakeholders, across your enterprise. Additionally, our ESG ecosystem architecture can provide your wider stakeholders survey and permission-based access, to enable the capturing and processing of wider ESG data to be drawn in from your supply and value chains, delivering further valuable insights from across entire ecosystems. -
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NAVEX One
NAVEX
The NAVEX One Governance, Risk, and Compliance Information System (GRC-IS) helps to create a stronger corporate culture backed by business integrity because it unifies your risk and compliance program into one holistic solution. This provides a comprehensive view of your GRC program to better manage all types of risks that come from doing business such as employee actions, constantly changing regulations, and global events. This comprehensive system streamlines how your employees, third parties, and business processes work together. Our cloud-based suite of proven solutions helps you manage risk and compliance processes like onboarding new employees with ethics training and policy attestations, screening and monitoring third parties and automating business processes by integrating risk discovery and workflows. And with experience handling the data of thousands of customers, we know how to improve the bottom line with insights from data to drive better decision-making. -
41
LRN Catalyst
LRN
LRN offers the most effective and efficient instructional design methodology in the ethics and compliance industry. Our delivery, training, and ground-breaking analytics drive deep understanding, learning, retention, and applicability through every level of your organization. Get 360-degree coverage for AHD, Code of Conduct, and other popular topics with best-in-class delivery, learning, and consultative services with the LRN Catalyst platform. From the delivery to benchmarking throughout your organization, we own compliance. -
42
eMerge
Soft Corner
eMerge is being used by several large groups. It is so easy to use that most of them have also started doing monthly consolidation. The implementation consists of proving to you that eMerge™ does the job accurately. The data of any past quarter or year-end is imported into eMerge™ and entirely processed through eMerge™ to show you that the reports generated tally with your published results – to the last penny. Financial reporting standards are under constant modification. eMerge™ produces a full range of financial statements, ad hoc reports, and dashboards using an intuitive Report Creator interface. Its Notes to Accounts feature takes the hassle out of publishing the final Financial disclosures with automation that combines multiple source documents into a single polished report. The biggest benefit eMerge™ can claim is that your consolidation team does not need any help from your IT department or our eMerge™ team – to run it successfully quarter after quarter. -
43
VerityESG
Verity
Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers. Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices & sign-offs to easily provide disclosures & reports. Ready out of the box. Customize to fit your process. Scale with the only purpose-built solution for asset managers. Teams view individual engagement stories and track the entire engagement lifecycle, from objective to meeting to proxy to the outcome, all in one place. Report by portfolio, indicator, timeframes, and any data points relevant to your engagement reporting. Show that you are adhering to regulatory requirements. -
44
Workiva
Workiva
Connect your enterprise to single-source clarity. Automate processes. Take control of data transformation. You didn’t get into this work to do menial tasks. We built a platform that does the things technology should be doing and frees you up to focus on what you love. Have an impact, not a headache. Spend your time on the things that matter most. Make numbers meaningful with more context. Create shared datasets that are always up to date. Don’t create another rogue spreadsheet, build reusable assets for your organization. Collaboration, but for sources of data. Connect and combine data from any source. Create reusable datasets. Have the right answers ready, for everybody. Because you don’t have to anymore. Our platform automates tedious, manual stuff like gathering data, updating numbers and narrative, keeping up with changes, managing approvals, and more. Is it magic? Maybe. -
45
DiligenceVault
DiligenceVault
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. -
46
Incentrium
Finidy GmbH
Introducing Incentrium: your cloud-based solution for share-based compensation. Manageing programs, tracking forfeited grants, and initiating exercises. Valuation made easy for SOP, VSOP, RSU, PSU, etc., with innovative modular pricing and three speed modes. Reporting excellence with reliable, compliant reports, flexible data slicing, multi-GAAP support (IFRS 2, ASC 505-50, 718), and automated notes disclosure. -
47
Flybit
Flybit
As a blockchain financial service platform, Flybit is focused on leapfrogging and increasing brand value, and plans to focus on creating a positive flow in the virtual asset industry. Operation of a transaction server at the level of a large financial company able to process a large number of simultaneous transactions. Disclosure of due diligence reports on virtual assets and deposits. Implementation of AML by appointing professional management personnel from the financial sector. We continuously create the best systems and services by leading innovation and challenging the future based on the best talent and technology. We put all thinking and behavior standards on our customers, put trust with customers first, think from the customer's point of view, and strive to create customer value.Starting Price: 0.1% Fee -
48
EQS Compliance COCKPIT
EQS Group
Strengthen your ability to monitor, create, and maintain a culture of trust where your team can thrive. The most resilient organizations nurture an ethical values-based culture – where everyone feels empowered to speak up, share their perspectives, ask challenging questions, and raise concerns that conflict with the values of the organization without fear of retaliation. EQS Compliance COCKPIT fosters and promotes an open and safe environment for employees, maximizing insights into the health of a company’s culture, so leaders can act decisively upon areas of risk. Strengthen your ethics and compliance program with a cloud-based, coordinated platform specifically designed to elevate trust and drive ethics to the center of your business. Proactively tackle emerging risks by providing a best-in-class global helpline with multiple intake channels, integrated case management, and built-in whistleblower protection. -
49
Ethico
Ethico
Unify your case management and issue intake for an easy streamlined solution. Close cases faster with better intake info and resilient software. Signing on the dotted line with Ethico is not the end of the conversation with us. Unlike others, we want to stay with you and ensure our corporate compliance solutions are working for you. Our teams will work with you, answering questions quickly and giving results. Ethico seeks long-term relationships with our clients. Feedback is encouraged. We help protect your patients and organization by monitoring your healthcare populations for compliance and licensure risks before they become a problem. Both Licensure Monitoring and Healthcare Exclusion Screening for employees, contractors, providers, referring physicians and vendors. A full solution with options for DIY and full-service. -
50
LeaksID
G-71
Protect most sensitive documents with an invisible fingerprint against being leaked in public during printing, taking snapshots or photos. Track leak source in no time. LeaksID is a cloud-based tool that is built upon a unique proprietary algorithm. It allows adding an invisible markup to document copy once you want to share it securely with third parties. If the print out, a snapshot or a photo of a confidential document ever disclosed in public, you'd be able to identify who exactly is responsible for it. You could never guess who leaked your personal documents or data, when sharing them with someone, especially if they are your closest friends or relatives. Even if you've set enough user permissions or use password-protected PDFs, someone could simply take a photo of your friend's screen while passing by. With LeaksID, you continue to work as before, while taking more control of the document workflow and being able to identify the leak source in minutes with high accuracy.
