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
EDGAR Filings, iXBRL Disclosure, Proxy Statements, SOX Compliance and ESG Reporting
Technology and experts that streamline regulatory disclosure content management, filing submissions and shareholder communications.
Tailored Shareholder Reports, Prospectuses, iXBRL Disclosure, Compliance and Marketing Communications
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 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® Office®
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
The state of ESEF – Part 2: What is next for ESEF?
In this second blog of a three-part ESEF series, Danny Northey, Bartek Czajka and Martin Lorentsson share their thoughts on…
SEC modernizes cybersecurity reporting for public companies: Inline XBRL overview
The SEC adopted a new cybersecurity reporting rule affecting domestic and foreign private issuers. Issuers will be required to iXBRL…
Jennifer Froberg – Sr SEC Product Specialist
Drawing within the lines during Medicare Advantage sales presentations
Prevent marketing complaints by helping your sales force understand which materials are required during sales discussions.
Summer Beach – Associate Director, Medicare Compliance Solutions
Contact 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.