Streamline your SEC disclosure process from start to finish

Transform™, our SEC filing software, gives you the power to automate creation, validate tagging, and simplify filing — adding speed, accuracy, and cost efficiencies at every turn.

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Collaborate with ease using our intuitive, 
web-based platform

A trusted solution for multiple entities

Corporate Issuers
  • Streamline SEC filings with real-time collaboration, automated validation, and integrated EDGAR submission to reduce errors and accelerate time to filing.
  • Improve accuracy and control with built-in iXBRL/XML tagging, track changes, and structured review workflows that simplify complex reporting requirements.
Law Firms
  • Collaborate securely with clients through real-time editing, redlining, and segregated data access, ensuring efficient review cycles and protected information.
  • Manage high-volume and multi-document submissions with batch filing capabilities, submission order control, and expert EDGAR support when needed.
Funds
  • Simplify complex fund reporting with taxonomy-aligned templates, automated iXBRL/XML tagging, and built-in SEC validations for consistent, compliant filings.
  • Support diverse fund structures with structured data mapping, version control, and collaborative workflows that enhance accuracy and reduce operational risk.

SEC reporting has never been easier or more affordable

Streamline production
Take full control of your disclosure process with our comprehensive platform. Advanced automated features and built-in validation save time and improve accuracy.
Cloud-based speed
Access Transform right from your web browser. Change a tag, a paragraph, or an entire section — even when you're on a tight deadline.
Intelligent tagging
Transform learns over time to better suggest concepts for each new filing, accelerating turnaround and minimizing the risk of errors.
Seamless collaboration
Split documents into sections for simultaneous editing by individual work teams or combine separate documents into a single HTML file.
Worldwide connectivity
Access your documents from anywhere without having to track and manage individual files.
Flexible delivery options
You can manage filings independently or with support from our expert service teams. Choose from self-service or hybrid models tailored to your needs.
Be ready to streamline your entire SEC filing workflow

Schedule your demo to discover how our solution saves money, time, and effort

EDGAR®, EDGAR Next®, and SEC® are trademarks of the U.S. Securities and Exchange Commission. Broadridge’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

What's next for your business?

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