Tailored Shareholder ReportsDonnelley Financial Solutions
A compliance-focused reporting platform that automates creation of shareholder disclosures with structured data formatting requirements.
Vendor
Donnelley Financial Solutions
Company Website
Product details
Tailored Shareholder Reports is a regulatory compliance solution designed for investment companies to create SEC-mandated shareholder reports. The platform streamlines report generation while ensuring adherence to evolving disclosure requirements.
Key Features
Automated Report Assembly
- Template-driven document creation
- XBRL tagging integration
Regulatory Compliance
- Built-in SEC rule updates
- Disclosure checklist validation
Benefits
Operational Efficiency
- Reduces manual formatting work
- Centralized collaboration tools
Risk Mitigation
- Real-time compliance verification
- Audit trail capabilities