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With the acquisition of Summit Financial Disclosure, now you can streamline compliance, reduce costs and accelerate outcomes while working with one trusted partner.
A full range of disclosure management services for capital markets transactions and compliance disclosure.
Exceptional accuracy and efficiency
The market demands speed, and our advanced document composition technology enables the completion of routine tasks in just a few clicks instead of hours. Repagination, table of contents updates, global searches and blacklining are fully automated. PowerPoint files convert to SEC-compliant HTML in minutes. Make changes once and automatically update your content in every format, including typeset, HTML/EDGAR and XBRL — further reducing time and risk.
Flexibility and control
Gain freedom of choice with a flexible service model. Whether you select self-service with our regulatory filing software, a managed service or a hybrid solution tailored to your unique needs, extra assistance is always available if required.
Technology that puts you in control
Create your documents quickly and accurately with PROfile, our proprietary HTML/XBRL document composition and regulatory filing software. Easily convert from Microsoft Word, Excel and PowerPoint into SEC—compliant HTML and file over 200 Form types directly with regulatory bodies.
Meaningful savings
Reduce expenses by as much as 40 to 50 percent by eliminating rush premium fees, blacklining and repagination charges. Because substantial waiting time is also eliminated, your legal bills are also lower.
High-impact documents
Create more visually appealing, informative documents with typesetting and graphic design capabilities that make it easy. Print exactly what you need, when you need it, with our on-demand print capability.
Expert support
We stay on top of regulatory changes to keep you in compliance. Our team of service specialists, regulatory filing experts and licensed CPAs are tenured and experienced in all aspects of the document disclosure process. They are available 24 hours a day to address your service requests promptly, precisely and confidentially.
| Our Expanded Suite of Innovative Services | ||
| IPO & Capital Markets Transaction Services | Proxy & Annual Report Preparation | Annual Compliance & Other SEC Filings |
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