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Financial Reporting

Accurate, compliant filings every time

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Public companies have the same goals when it comes to their annual reports — accuracy, compliance and timeliness. Our flexible annual compliance solution helps you.

A flexible solution for financial reporting

Streamline and simplify your financial reporting. Our combination of powerful software and expert services helps you create and file your own disclosure documents or rely on us for execution.

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Control and Flexibility: Full Service, Self-Service or Hybrid Service Model
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XBRL Tagging and Consulting Services
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Single-Source Solution for HTML, XBRL, Typeset, PDF and MS Word
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Exceptional Quality and Affordability
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Transparent Billing With No Hidden Fees
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Fast Turnaround and Convenient Service
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Innovative, lightning-fast software

Increase speed and accuracy while reducing review time with our proprietary tool which links to native Excel files.

How We Can Help

Industry leaders trust us with their compliance

33%
of SEC filings leverage our software or services.
66K+
EDGAR filings processed each year.
1,000+
publicly traded companies — many in the Fortune 500 — are our clients.

“This previously unavailable, efficient, single-source model will better serve our clients by streamlining the disclosure and communications process, eliminating redundancies, increasing speed and reducing costs for corporations.”

Robert Schifellite
Corporate Senior Vice President and President, Investor Communication Solutions, Broadridge
Press Release
Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC
Resource
The 2022 Broadridge Proxy Best Practices
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Best-in-Class Compliance and Document Management Solutions

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