Advancing business.
Expanding possible.
More than 50 years guiding industry leaders
IPOs, Mergers & Acquisitions and SPAC Transactions
Reduce friction from first draft to final distribution with unrivaled capital markets solutions.
EDGAR Filings, iXBRL Disclosure, Proxy Statements, SOX Compliance and ESG Reporting
Next-level technology, compliance solutions and experts that streamline financial reporting with regulatory disclosure content management, filing submissions and shareholder communications.
Tailored Shareholder Reports, Prospectuses, iXBRL Disclosure, Compliance and Marketing Communications
Financial services solutions to navigate the complexities and pace of SEC regulatory changes impacting required disclosures, EDGAR filings and compliant communications.
ANOC and EOC Documents, Letter Communications, Member ID Cards, Marketing Materials and more
Optimize the creation and distribution of health plan member communications.
Best-in-class technology platforms simplify business at every step
Bridge
- Streamline the entire disclosure preparation and filing process, unlocking full control, collaboration and confidence
- Automatically generate compliant EDGAR and iXBRL submissions
- Integrates intuitively and seamlessly with Microsoft 365®
SEC Connect
- Seamlessly prepare Forms 3, 4 and 5, Form D, Form 144, Schedule 13D and 13G, and more
- Generate a new filing or copy an existing one anytime, anywhere
- Platform onboarding and training, coupled with 24/7 technical support
SOX Automation
- Progress visibility to all aspects of your SOX program
- Real-time, 360° reporting and analysis
- Robust reporting features to meet key stakeholder requirements
Control Center
- Manage program content for investor, shareholder and member communications
- Intuitive ordering platform with enhanced analytics
- Fully supports compliance requirements
Content Control
- Create and manage regulatory disclosure content
- Manage shared and variable content across documents
- Automatically generate compliant EDGAR and iXBRL submissions
- Generate stylized output to meet brand requirements
Storefront
- End-to-end, intuitive ordering platform
- Create investor, shareholder and member communications
- Input from multiple sources for both static and variable content
- Integrated workflow management for omni-channel distribution
Updates and Insights
EDGAR Next for ’40 Act filers
On Sept. 27, 2024, the SEC announced the EDGAR Next final rule which significantly impacts all SEC filers. Filers began…
Gordon Ruckdeschel – Vice President, Compliance Services and Funds
Podcast: Climate & ESG Reporting: Navigating the changing landscape [14:02]
On The Dot (Episode 9) – A conversation with Chelsi Tryon discussing the evolution of ESG reporting from early sustainability…
Chelsi Tryon
Podcast: Simplifying EDGAR Next enrollment and delegation [18:34]
On The Dot (Episode 8) – A conversation with Jennifer Froberg, Gordon Ruckdeschel and Jon Regan discussing the EDGAR Next…
Jennifer Froberg – Sr SEC Product SpecialistGordon Ruckdeschel – Vice President, Compliance Services and Funds
Jon Regan – Director, Center of ExcellenceContact our team to get started.
Whether you are in the exploratory phases or ready to move, we are ready to learn about your needs and find the right solution.